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WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 58 Institutional holders with a total value of $165,526,323.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 3D ASSET MANAGEMENT, INC 305,048 23,205,000 14.02%
2 UBS AG 268,442 20,420,000 12.34%
3 Gradient Investments LLC 228,891 17,412,000 10.52%
4 SVA Wealth Management, LLC 166,080 12,634,000 7.63%
5 WELLS FARGO & COMPANY/MN 160,778 12,230,000 7.39%
6 MORGAN STANLEY 148,759 11,316,000 6.84%
7 Linscomb Wealth, Inc. 107,753 8,197,000 4.95%
8 BANK OF AMERICA CORP /DE/ 93,304 7,098,000 4.29%
9 ENVESTNET ASSET MANAGEMENT INC 87,958 6,691,000 4.04%
10 Cambridge Investment Research Advisors, Inc. 82,881 6,305,000 3.81%
11 CUTLER INVESTMENT COUNSEL LLC 69,776 5,308,000 3.21%
12 LPL Financial LLC 69,553 5,223,000 3.16%
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,700 3,552,000 2.15%
14 AMERIPRISE FINANCIAL INC 40,721 3,098,000 1.87%
15 ROYAL BANK OF CANADA 35,706 2,716,000 1.64%
16 SG Americas Securities, LLC 27,995 2,130,000 1.29%
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,800 1,810,000 1.09%
18 Virtu KCG Holdings LLC 21,305 1,621,000 0.98%
19 Placemark Investments, Inc. 20,816 1,584,000 0.96%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 16,020 1,219,000 0.74%
21 MOLLER WEALTH PARTNERS 13,326 1,014,000 0.61%
22 CULBERTSON A N & CO INC 12,150 924,000 0.56% SH
23 AMERICAN INTERNATIONAL GROUP, INC. 12,032 915,323 0.55%
24 CITIGROUP INC 11,436 870,000 0.53%
25 LBMC INVESTMENT ADVISORS, LLC 10,581 805,000 0.49%
26 BANK HAPOALIM BM 9,791 745,000 0.45%
27 JPMORGAN CHASE & CO 8,060 613,000 0.37%
28 Commonwealth Equity Services, Inc 7,129 542,000 0.33%
29 Freedom Investment Management, Inc. 6,655 506,000 0.31%
30 HighTower Advisors, LLC 6,121 466,000 0.28%
31 Concert Wealth Management Inc. 5,869 448,000 0.27%
32 VSR Financial Services, Inc. 4,299 327,000 0.20%
33 Private Advisor Group, LLC 4,092 311,000 0.19%
34 FDx Advisors, Inc. 3,928 299,000 0.18%
35 Atria Investments, Inc 3,621 275,000 0.17%
36 LVM CAPITAL MANAGEMENT LTD/MI 3,581 272,000 0.16%
37 BRADLEY FOSTER & SARGENT INC/CT 3,550 270,000 0.16%
38 BLB&B Advisors, LLC 3,440 262,000 0.16%
39 COBIZ WEALTH, LLC 3,416 260,000 0.16%
40 RAY GERALD L & ASSOCIATES LTD 3,350 255,000 0.15%
41 WISCONSIN CAPITAL MANAGEMENT LLC 2,921 222,000 0.13%
42 MSI Financial Services Inc 2,872 218,000 0.13%
43 Creative Planning 2,546 194,000 0.12%
44 NEXT Financial Group, Inc 2,496 190,000 0.11%
45 JFS WEALTH ADVISORS, LLC 1,959 149,000 0.09%
46 Ground Swell Capital, LLC 1,323 101,000 0.06%
47 NEW ENGLAND SECURITIES CORP /MA/ 1,001 76,000 0.05%
48 PNC FINANCIAL SERVICES GROUP, INC. 676 51,000 0.03%
49 WESTPORT RESOURCES MANAGEMENT INC 640 49,000 0.03%
50 KINGS POINT CAPITAL MANAGEMENT 320 24,000 0.01%
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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.