Dark
Light
System
Security
WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 109 Institutional holders with a total value of $356,694,622.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 AllSquare Wealth Management LLC 22,991 822,000 0.23%
52 AMERICAN INTERNATIONAL GROUP, INC. 14,773 820,197 0.23%
53 Cetera Advisors LLC 13,229 732,000 0.21%
54 Shoker Investment Counsel, Inc. 12,066 669,000 0.19%
55 Lattice Strategies LLC 11,170 620,000 0.17%
56 AMERIPRISE FINANCIAL INC 10,347 574,000 0.16%
57 WEDBUSH SECURITIES INC 8,738 485,000 0.14%
58 BSW Wealth Partners 7,807 433,000 0.12%
59 Coastline Trust Co 7,708 428,000 0.12%
60 STIFEL FINANCIAL CORP 7,624 423,000 0.12%
61 NTV ASSET MANAGEMENT LLC 7,450 413,000 0.12%
62 SignalPoint Asset Management, LLC 7,227 401,000 0.11%
63 NORTHERN CAPITAL MANAGEMENT LLC 7,112 395,000 0.11%
64 OPTIMUM INVESTMENT ADVISORS 7,031 390,000 0.11%
65 QUANTUM CAPITAL MANAGEMENT 6,259 348,000 0.10%
66 MANUFACTURERS LIFE INSURANCE COMPANY, THE 6,254 347,000 0.10%
67 Joel Isaacson & Co., LLC 6,242 347,000 0.10%
68 CITIGROUP INC 6,162 342,000 0.10%
69 OLD MISSION CAPITAL LLC 6,047 336,000 0.09%
70 D.A. DAVIDSON & CO. 5,770 320,000 0.09%
71 Atria Investments, Inc 5,767 320,000 0.09%
72 MARCO INVESTMENT MANAGEMENT LLC 7,500 316,000 0.09%
73 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,341 297,000 0.08%
74 WADE G W & INC 5,234 291,000 0.08%
75 US BANCORP \DE\ 5,050 280,000 0.08%
76 PNC FINANCIAL SERVICES GROUP, INC. 4,780 265,000 0.07%
77 MSI Financial Services Inc 4,393 244,000 0.07%
78 SouthState Bank Corp 4,259 236,000 0.07%
79 NATIONAL PLANNING CORP 3,851 212,152 0.06%
80 D'Orazio & Associates, Inc. 3,595 200,000 0.06%
81 EATON VANCE MANAGEMENT 3,250 180,000 0.05%
82 Ruggie Capital Group 2,235 123,000 0.03%
83 Chicago Partners Investment Group LLC 2,022 112,000 0.03%
84 Klingman & Associates, LLC 2,000 111,000 0.03%
85 Vigilant Capital Management, LLC 1,934 107,000 0.03%
86 Gemmer Asset Management LLC 1,300 72,000 0.02%
87 COLONY GROUP LLC 1,092 61,000 0.02%
88 Creative Planning 962 53,000 0.01%
89 Spectrum Management Group, LLC 890 49,000 0.01%
90 Capital Advisors, Ltd. LLC 722 40,000 0.01%
91 B. Riley Wealth Advisors, Inc. 700 39,000 0.01%
92 VALLEY NATIONAL ADVISERS INC 490 31,000 0.01%
93 Financial Architects, Inc 470 26,000 0.01%
94 BESSEMER GROUP INC 395 22,000 0.01%
95 CT Financial Advisors LLC 302 16,784 0.00%
96 Tower Research Capital LLC (TRC) 242 13,000 0.00%
97 BENJAMIN F. EDWARDS & COMPANY, INC. 200 11,000 0.00%
98 DEUTSCHE BANK AG\ 200 11,000 0.00%
99 WFG Advisors, LP 172 10,000 0.00%
100 WASHINGTON TRUST BANK 155 9,000 0.00%
Page 2 of 3

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.