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

Institutional Holders (2015Q3)
Portfolio Summary: 65 Institutional holders with a total value of $169,854,035.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 405,165 29,779,000 17.53%
2 UBS Group AG 265,751 19,533,000 11.50%
3 3D ASSET MANAGEMENT, INC 204,613 15,039,000 8.85%
4 SVA Wealth Management, LLC 196,903 14,472,000 8.52%
5 BANK OF AMERICA CORP /DE/ 178,092 13,090,000 7.71%
6 Linscomb Wealth, Inc. 132,478 9,737,000 5.73%
7 Atria Investments, Inc 631 8,586,000 5.05%
8 WELLS FARGO & COMPANY/MN 86,522 6,359,000 3.74%
9 Cambridge Investment Research Advisors, Inc. 81,532 5,993,000 3.53%
10 ENVESTNET ASSET MANAGEMENT INC 79,422 5,838,000 3.44%
11 GOLDMAN SACHS GROUP INC 68,928 5,066,000 2.98%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 51,904 3,815,000 2.25%
13 LPL Financial LLC 47,949 3,671,000 2.16%
14 CUTLER INVESTMENT COUNSEL LLC 48,032 3,530,000 2.08%
15 JANE STREET GROUP, LLC 33,680 2,475,000 1.46%
16 CITIGROUP INC 24,650 1,812,000 1.07%
17 CITADEL ADVISORS LLC 23,179 1,704,000 1.00%
18 HighTower Advisors, LLC 20,384 1,503,000 0.88%
19 UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,914 1,464,000 0.86%
20 Commonwealth Equity Services, Inc 19,356 1,423,000 0.84%
21 CULBERTSON A N & CO INC 13,580 998,000 0.59% SH
22 ROYAL BANK OF CANADA 13,447 988,000 0.58%
23 J.P. Morgan Private Wealth Advisors LLC 12,452 915,000 0.54%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,115 890,000 0.52%
25 Raymond James Financial Services Advisors, Inc. 11,627 855,000 0.50%
26 LBMC INVESTMENT ADVISORS, LLC 10,640 782,000 0.46%
27 VOYA FINANCIAL ADVISORS, INC. 10,159 737,000 0.43%
28 MSI Financial Services Inc 9,893 727,000 0.43%
29 Virtu KCG Holdings LLC 8,821 648,000 0.38%
30 Orion Porfolio Solutions, LLC 8,000 588,000 0.35%
31 AMERICAN INTERNATIONAL GROUP, INC. 7,991 587,000 0.35%
32 BANK HAPOALIM BM 7,598 558,000 0.33%
33 LVM CAPITAL MANAGEMENT LTD/MI 7,286 536,000 0.32%
34 MOLLER WEALTH PARTNERS 6,233 458,000 0.27%
35 JPMORGAN CHASE & CO 5,952 437,000 0.26%
36 Private Advisor Group, LLC 5,922 435,000 0.26%
37 FDx Advisors, Inc. 5,810 427,035 0.25%
38 CUE ADVISORY SERVICES, INC. 5,593 411,000 0.24%
39 Freedom Investment Management, Inc. 11,823 388,000 0.23%
40 Concert Wealth Management Inc. 5,113 373,000 0.22%
41 Private Wealth Advisors, Inc. 4,255 313,000 0.18%
42 AMERIPRISE FINANCIAL INC 3,745 275,000 0.16%
43 BRADLEY FOSTER & SARGENT INC/CT 3,550 261,000 0.15%
44 RAY GERALD L & ASSOCIATES LTD 3,350 246,000 0.14%
45 J.P. Turner & Co Capital Mnagement, LLC 2,803 207,000 0.12%
46 SG Americas Securities, LLC 2,744 202,000 0.12%
47 Creative Planning 2,637 194,000 0.11%
48 NEXT Financial Group, Inc 1,245 91,000 0.05%
49 Parkside Financial Bank & Trust 1,108 81,000 0.05%
50 Chicago Partners Investment Group LLC 937 69,000 0.04%
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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.