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

Institutional Holders (2015Q4)
Portfolio Summary: 66 Institutional holders with a total value of $166,383,685.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 327,584 24,831,000 14.92%
2 UBS Group AG 254,073 19,259,000 11.58%
3 3D ASSET MANAGEMENT, INC 206,305 15,638,000 9.40%
4 SVA Wealth Management, LLC 200,744 15,216,000 9.15%
5 BANK OF AMERICA CORP /DE/ 153,005 11,598,000 6.97%
6 Linscomb Wealth, Inc. 138,935 10,531,000 6.33%
7 ENVESTNET ASSET MANAGEMENT INC 80,273 6,085,000 3.66%
8 Cambridge Investment Research Advisors, Inc. 76,316 5,785,000 3.48%
9 GOLDMAN SACHS GROUP INC 68,928 5,225,000 3.14%
10 LPL Financial LLC 70,437 5,215,000 3.13%
11 WELLS FARGO & COMPANY/MN 65,928 4,998,000 3.00%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 61,514 4,655,000 2.80%
13 STIFEL FINANCIAL CORP 306 4,301,000 2.58%
14 JANE STREET GROUP, LLC 56,566 4,288,000 2.58%
15 CITADEL ADVISORS LLC 39,237 2,969,000 1.78%
16 CUTLER INVESTMENT COUNSEL LLC 33,557 2,544,000 1.53%
17 J.P. Morgan Private Wealth Advisors LLC 26,342 1,997,000 1.20%
18 ROYAL BANK OF CANADA 23,246 1,761,000 1.06%
19 Commonwealth Equity Services, Inc 21,991 1,667,000 1.00%
20 HighTower Advisors, LLC 21,034 1,595,000 0.96%
21 CITIGROUP INC 20,390 1,543,000 0.93%
22 UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,992 1,440,000 0.87%
23 CULBERTSON A N & CO INC 16,718 1,267,000 0.76% SH
24 Raymond James Financial Services Advisors, Inc. 16,401 1,243,000 0.75%
25 MSI Financial Services Inc 12,596 955,000 0.57%
26 Virtu KCG Holdings LLC 11,520 873,000 0.52%
27 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,810 819,000 0.49%
28 LBMC INVESTMENT ADVISORS, LLC 10,685 810,000 0.49%
29 Freedom Investment Management, Inc. 9,029 684,000 0.41%
30 IFP ADVISORS, INC 8,850 671,000 0.40%
31 AMERICAN INTERNATIONAL GROUP, INC. 8,131 617,000 0.37%
32 BANK HAPOALIM BM 6,967 528,000 0.32%
33 Atria Investments, Inc 7,209 500,000 0.30%
34 Private Advisor Group, LLC 6,253 474,000 0.28%
35 MOLLER WEALTH PARTNERS 6,233 472,000 0.28%
36 JPMORGAN CHASE & CO 5,850 443,000 0.27%
37 Concert Wealth Management Inc. 5,113 391,000 0.23%
38 LVM CAPITAL MANAGEMENT LTD/MI 3,877 294,000 0.18%
39 AMERIPRISE FINANCIAL INC 3,824 290,000 0.17%
40 CUE ADVISORY SERVICES, INC. 3,585 272,000 0.16%
41 Private Wealth Advisors, Inc. 3,538 268,000 0.16%
42 RAY GERALD L & ASSOCIATES LTD 3,350 254,000 0.15%
43 TWO SIGMA SECURITIES, LLC 2,816 213,000 0.13%
44 SG Americas Securities, LLC 2,744 208,000 0.13%
45 ASSET DEDICATION, LLC 2,184 166,000 0.10%
46 Chicago Partners Investment Group LLC 937 71,000 0.04%
47 JFS WEALTH ADVISORS, LLC 900 68,000 0.04%
48 Creative Planning 819 62,000 0.04%
49 AUSDAL FINANCIAL PARTNERS, INC. 700 53,000 0.03%
50 BANK OF MONTREAL /CAN/ 576 44,000 0.03%
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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.