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

Institutional Holders (2015Q1)
Portfolio Summary: 61 Institutional holders with a total value of $178,261,442.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 433,959 36,672,000 20.57%
2 UBS Group AG 276,653 23,379,000 13.12%
3 3D ASSET MANAGEMENT, INC 207,785 17,559,000 9.85%
4 SVA Wealth Management, LLC 179,077 15,133,000 8.49%
5 WELLS FARGO & COMPANY/MN 174,048 14,708,000 8.25%
6 BANK OF AMERICA CORP /DE/ 139,712 11,807,000 6.62%
7 Linscomb Wealth, Inc. 119,458 10,095,000 5.66%
8 Cambridge Investment Research Advisors, Inc. 80,375 6,792,000 3.81%
9 ENVESTNET ASSET MANAGEMENT INC 73,323 6,196,000 3.48%
10 CUTLER INVESTMENT COUNSEL LLC 60,458 5,109,000 2.87%
11 LPL Financial LLC 51,340 4,341,000 2.44%
12 JANE STREET GROUP, LLC 40,206 3,398,000 1.91%
13 UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,281 2,040,000 1.14%
14 CITIGROUP INC 20,690 1,749,000 0.98%
15 HighTower Advisors, LLC 16,974 1,434,000 0.80%
16 ROYAL BANK OF CANADA 16,415 1,388,000 0.78%
17 Commonwealth Equity Services, Inc 14,222 1,202,000 0.67%
18 MOLLER WEALTH PARTNERS 12,946 1,094,000 0.61%
19 CULBERTSON A N & CO INC 12,450 1,052,000 0.59% SH
20 GOLDMAN SACHS GROUP INC 12,336 1,042,000 0.58%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,288 1,038,000 0.58%
22 LBMC INVESTMENT ADVISORS, LLC 10,581 894,000 0.50%
23 VOYA FINANCIAL ADVISORS, INC. 9,923 841,000 0.47%
24 BANK HAPOALIM BM 8,716 737,000 0.41%
25 AMERICAN INTERNATIONAL GROUP, INC. 8,138 687,738 0.39%
26 Orion Porfolio Solutions, LLC 8,000 676,000 0.38%
27 VSR Financial Services, Inc. 6,369 538,000 0.30%
28 Freedom Investment Management, Inc. 6,301 532,000 0.30%
29 LVM CAPITAL MANAGEMENT LTD/MI 6,171 521,000 0.29%
30 FDx Advisors, Inc. 6,100 514,000 0.29%
31 MSI Financial Services Inc 6,013 508,000 0.28%
32 CUE ADVISORY SERVICES, INC. 6,023 508,000 0.28%
33 JPMORGAN CHASE & CO 5,598 473,000 0.27%
34 Atria Investments, Inc 5,291 447,000 0.25%
35 Private Advisor Group, LLC 4,852 410,000 0.23%
36 Cetera Advisors LLC 3,605 305,000 0.17%
37 BRADLEY FOSTER & SARGENT INC/CT 3,550 300,000 0.17%
38 AMERIPRISE FINANCIAL INC 3,480 294,000 0.16%
39 RAY GERALD L & ASSOCIATES LTD 3,350 283,000 0.16%
40 COBIZ WEALTH, LLC 2,911 246,000 0.14%
41 Creative Planning 2,566 217,000 0.12%
42 Essex Financial Services, Inc. 2,495 211,000 0.12%
43 MANAGED ACCOUNT ADVISORS LLC 2,037 172,000 0.10%
44 JFS WEALTH ADVISORS, LLC 1,805 153,000 0.09%
45 NEXT Financial Group, Inc 1,523 128,000 0.07%
46 PNC FINANCIAL SERVICES GROUP, INC. 1,299 109,000 0.06%
47 Gradient Investments LLC 916 77,000 0.04%
48 Chicago Partners Investment Group LLC 686 57,000 0.03%
49 KINGS POINT CAPITAL MANAGEMENT 320 27,000 0.02%
50 BANK OF MONTREAL /CAN/ 300 25,000 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.