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

Institutional Holders (2014Q4)
Portfolio Summary: 69 Institutional holders with a total value of $177,407,989.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UBS Group AG 266,556 22,052,000 12.43%
2 Gradient Investments LLC 252,801 20,914,000 11.79%
3 3D ASSET MANAGEMENT, INC 215,763 17,850,000 10.06%
4 MORGAN STANLEY 197,940 16,375,000 9.23%
5 SVA Wealth Management, LLC 169,396 14,014,000 7.90%
6 WELLS FARGO & COMPANY/MN 160,442 13,273,000 7.48%
7 BANK OF AMERICA CORP /DE/ 115,111 9,523,000 5.37%
8 Linscomb Wealth, Inc. 113,903 9,423,000 5.31%
9 JANE STREET GROUP, LLC 87,914 7,273,000 4.10%
10 Cambridge Investment Research Advisors, Inc. 80,048 6,622,000 3.73%
11 LPL Financial LLC 67,270 5,565,000 3.14%
12 CUTLER INVESTMENT COUNSEL LLC 64,763 5,358,000 3.02%
13 ENVESTNET ASSET MANAGEMENT INC 40,062 3,314,000 1.87%
14 AMERIPRISE FINANCIAL INC 38,215 3,162,000 1.78%
15 UNITED CAPITAL FINANCIAL ADVISORS, LLC 26,037 2,154,000 1.21%
16 Placemark Investments, Inc. 21,418 1,772,000 1.00%
17 ROYAL BANK OF CANADA 20,856 1,724,000 0.97%
18 CITIGROUP INC 16,341 1,350,000 0.76%
19 MOLLER WEALTH PARTNERS 13,326 1,102,000 0.62%
20 HighTower Advisors, LLC 12,670 1,048,000 0.59%
21 CULBERTSON A N & CO INC 12,450 1,030,000 0.58% SH
22 VSR Financial Services, Inc. 11,472 949,000 0.53%
23 LBMC INVESTMENT ADVISORS, LLC 10,581 875,000 0.49%
24 AMERICAN INTERNATIONAL GROUP, INC. 10,193 843,303 0.48%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,932 821,000 0.46%
26 BANK HAPOALIM BM 9,526 788,000 0.44%
27 Orion Porfolio Solutions, LLC 8,000 662,000 0.37%
28 Freedom Investment Management, Inc. 6,545 542,000 0.31%
29 Commonwealth Equity Services, Inc 6,201 513,000 0.29%
30 CUE ADVISORY SERVICES, INC. 6,052 501,000 0.28%
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,952 492,000 0.28%
32 Concert Wealth Management Inc. 5,388 444,000 0.25%
33 JPMORGAN CHASE & CO 5,321 440,000 0.25%
34 Private Advisor Group, LLC 5,028 416,000 0.23%
35 COBIZ WEALTH, LLC 4,566 378,000 0.21%
36 Atria Investments, Inc 4,383 363,000 0.20%
37 LVM CAPITAL MANAGEMENT LTD/MI 3,876 321,000 0.18%
38 Virtu KCG Holdings LLC 3,600 298,000 0.17%
39 BRADLEY FOSTER & SARGENT INC/CT 3,550 294,000 0.17%
40 BLB&B Advisors, LLC 3,440 285,000 0.16%
41 RAY GERALD L & ASSOCIATES LTD 3,350 277,000 0.16%
42 WISCONSIN CAPITAL MANAGEMENT LLC 3,321 275,000 0.16%
43 Cetera Advisors LLC 3,099 259,000 0.15%
44 Creative Planning 2,546 211,000 0.12%
45 NORTHERN TRUST CORP 2,500 207,000 0.12%
46 Essex Financial Services, Inc. 2,428 201,000 0.11%
47 JFS WEALTH ADVISORS, LLC 1,802 149,000 0.08%
48 MSI Financial Services Inc 1,279 106,000 0.06%
49 NEW ENGLAND SECURITIES CORP /MA/ 1,179 98,000 0.06%
50 NEXT Financial Group, Inc 1,158 96,000 0.05%
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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.