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

Institutional Holders (2015Q2)
Portfolio Summary: 61 Institutional holders with a total value of $189,137,520.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 470,918 39,878,000 21.08%
2 UBS Group AG 264,346 22,385,000 11.84%
3 3D ASSET MANAGEMENT, INC 205,795 17,427,000 9.21%
4 WELLS FARGO & COMPANY/MN 193,869 16,393,000 8.67%
5 SVA Wealth Management, LLC 190,092 16,097,000 8.51%
6 BANK OF AMERICA CORP /DE/ 168,459 14,265,000 7.54%
7 Linscomb Wealth, Inc. 124,980 10,583,000 5.60%
8 Cambridge Investment Research Advisors, Inc. 80,195 6,791,000 3.59%
9 ENVESTNET ASSET MANAGEMENT INC 75,326 6,379,000 3.37%
10 CUTLER INVESTMENT COUNSEL LLC 61,561 5,213,000 2.76%
11 LPL Financial LLC 51,330 4,283,000 2.26%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,662 2,850,000 1.51%
13 CITIGROUP INC 24,678 2,090,000 1.11%
14 UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,770 2,013,000 1.06%
15 JANE STREET GROUP, LLC 22,403 1,897,000 1.00%
16 HighTower Advisors, LLC 20,258 1,715,000 0.91%
17 Commonwealth Equity Services, Inc 17,672 1,496,000 0.79%
18 GOLDMAN SACHS GROUP INC 14,828 1,256,000 0.66%
19 CULBERTSON A N & CO INC 13,527 1,145,000 0.61% SH
20 ROYAL BANK OF CANADA 13,115 1,111,000 0.59%
21 MOLLER WEALTH PARTNERS 12,946 1,096,000 0.58%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 11,925 1,010,000 0.53%
23 LBMC INVESTMENT ADVISORS, LLC 10,607 898,000 0.47%
24 VOYA FINANCIAL ADVISORS, INC. 10,120 854,000 0.45%
25 MSI Financial Services Inc 8,704 737,000 0.39%
26 Orion Porfolio Solutions, LLC 8,000 677,000 0.36%
27 BANK HAPOALIM BM 7,867 665,000 0.35%
28 AMERICAN INTERNATIONAL GROUP, INC. 7,822 662,403 0.35%
29 Atria Investments, Inc 7,354 623,000 0.33%
30 CUE ADVISORY SERVICES, INC. 6,674 585,000 0.31%
31 LVM CAPITAL MANAGEMENT LTD/MI 6,821 578,000 0.31%
32 Freedom Investment Management, Inc. 6,748 571,000 0.30%
33 VSR Financial Services, Inc. 6,370 539,000 0.28%
34 FDx Advisors, Inc. 5,984 507,000 0.27%
35 JPMORGAN CHASE & CO 5,864 497,000 0.26%
36 Concert Wealth Management Inc. 5,113 431,000 0.23%
37 Private Advisor Group, LLC 4,922 416,000 0.22%
38 Cetera Advisors LLC 4,372 371,000 0.20%
39 Private Wealth Advisors, Inc. 4,155 352,000 0.19%
40 AMERIPRISE FINANCIAL INC 4,005 339,000 0.18%
41 BRADLEY FOSTER & SARGENT INC/CT 3,550 301,000 0.16%
42 RAY GERALD L & ASSOCIATES LTD 3,350 284,000 0.15%
43 MANAGED ACCOUNT ADVISORS LLC 2,193 186,000 0.10%
44 JFS WEALTH ADVISORS, LLC 1,807 153,000 0.08%
45 Chicago Partners Investment Group LLC 1,358 114,000 0.06%
46 NEXT Financial Group, Inc 1,245 105,000 0.06%
47 PNC FINANCIAL SERVICES GROUP, INC. 1,052 89,000 0.05%
48 Gradient Investments LLC 672 57,000 0.03%
49 KINGS POINT CAPITAL MANAGEMENT 320 27,000 0.01%
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.