Dark
Light
System
Security
WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 53 Institutional holders with a total value of $203,470,662.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 3D ASSET MANAGEMENT, INC 446,773 36,443,000 17.91%
2 BANK OF AMERICA CORP /DE/ 249,905 20,384,000 10.02%
3 MORGAN STANLEY 213,992 17,455,000 8.58%
4 WELLS FARGO & COMPANY/MN 190,754 15,560,000 7.65%
5 Gradient Investments LLC 182,568 14,892,000 7.32%
6 SVA Wealth Management, LLC 146,598 11,958,000 5.88%
7 Edgemoor Investment Advisors, Inc. 120,490 9,828,000 4.83%
8 UBS AG 106,671 8,701,000 4.28%
9 ENVESTNET ASSET MANAGEMENT INC 94,861 7,738,000 3.80%
10 Cambridge Investment Research Advisors, Inc. 85,074 6,939,000 3.41%
11 LPL Financial LLC 72,248 5,893,000 2.90%
12 CUTLER INVESTMENT COUNSEL LLC 67,635 5,517,000 2.71%
13 Linscomb Wealth, Inc. 64,662 5,274,000 2.59%
14 JANE STREET GROUP, LLC 58,195 4,747,000 2.33%
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,010 4,637,000 2.28%
16 AMERIPRISE FINANCIAL INC 45,498 3,711,000 1.82%
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,320 1,984,000 0.98%
18 Advisors Preferred, LLC 21,386 1,739,323 0.85%
19 ROYAL BANK OF CANADA 21,095 1,721,000 0.85%
20 SCOTIA CAPITAL INC. 19,846 1,618,000 0.80%
21 MOLLER WEALTH PARTNERS 19,723 1,609,000 0.79%
22 SG Americas Securities, LLC 19,376 1,580,000 0.78%
23 Placemark Investments, Inc. 18,946 1,545,000 0.76%
24 J.P. Morgan Private Wealth Advisors LLC 14,550 1,187,000 0.58%
25 CITIGROUP INC 13,479 1,096,000 0.54%
26 CULBERTSON A N & CO INC 12,500 1,020,000 0.50% SH
27 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,972 895,000 0.44%
28 JFS WEALTH ADVISORS, LLC 10,765 878,114 0.43%
29 CIBC WORLD MARKET INC. 10,587 864,000 0.42%
30 BANK HAPOALIM BM 8,779 716,000 0.35%
31 LBMC INVESTMENT ADVISORS, LLC 7,395 603,000 0.30%
32 JPMORGAN CHASE & CO 7,184 586,000 0.29%
33 Commonwealth Equity Services, Inc 6,814 556,000 0.27%
34 AMERICAN INTERNATIONAL GROUP, INC. 6,647 542,225 0.27%
35 Freedom Investment Management, Inc. 6,499 530,000 0.26%
36 Concert Wealth Management Inc. 6,009 480,000 0.24%
37 Private Advisor Group, LLC 3,718 303,000 0.15%
38 BRADLEY FOSTER & SARGENT INC/CT 3,550 290,000 0.14%
39 BLB&B Advisors, LLC 3,440 281,000 0.14%
40 MSI Financial Services Inc 3,384 276,000 0.14%
41 LVM CAPITAL MANAGEMENT LTD/MI 2,910 237,000 0.12%
42 NORTHERN TRUST CORP 2,500 204,000 0.10%
43 Creative Planning 1,926 157,000 0.08%
44 NEW ENGLAND SECURITIES CORP /MA/ 1,437 117,000 0.06%
45 WESTPORT RESOURCES MANAGEMENT INC 640 52,000 0.03%
46 DEUTSCHE BANK AG\ 600 48,000 0.02%
47 Carroll Financial Associates, Inc. 236 19,000 0.01%
48 Barrett Asset Management, LLC 225 18,000 0.01%
49 PNC FINANCIAL SERVICES GROUP, INC. 180 15,000 0.01%
50 COLONY GROUP LLC 110 9,000 0.00%
Page 1 of 2

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.