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

Institutional Holders (2015Q2)
Portfolio Summary: 110 Institutional holders with a total value of $429,596,110.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 SEI INVESTMENTS CO 19 1,000 0.00%
3 Focused Wealth Management, Inc 30 2,000 0.00%
4 Johnson Financial Group, Inc. 30 2,000 0.00%
5 FIFTH THIRD BANCORP 101 6,000 0.00%
6 REILLY FINANCIAL ADVISORS, LLC 100 6,000 0.00%
7 B. Riley Wealth Management, Inc. 100 6,000 0.00%
8 Madden Advisory Services, Inc. 300 18,000 0.00%
9 Vigilant Capital Management, LLC 300 18,000 0.00%
10 Crosspoint Capital Strategies, LLC 296 18,000 0.00%
11 CT Financial Advisors LLC 305 18,428 0.00%
12 Smithfield Trust Co 320 19,000 0.00%
13 Transamerica Financial Advisors, LLC 366 23,000 0.01%
14 BESSEMER GROUP INC 395 24,000 0.01%
15 Financial Architects, Inc 470 28,000 0.01%
16 VALLEY NATIONAL ADVISERS INC 490 30,000 0.01%
17 COLONY GROUP LLC 579 35,000 0.01%
18 Capital Advisors, Ltd. LLC 722 44,000 0.01%
19 Genesis Wealth Advisors, LLC 802 48,392 0.01%
20 Spectrum Management Group, LLC 835 50,000 0.01%
21 Sandy Spring Bank 900 54,000 0.01%
22 Sunbelt Securities, Inc. 1,254 75,652 0.02%
23 Gemmer Asset Management LLC 1,300 78,000 0.02% SH
24 CITIGROUP INC 1,289 78,000 0.02%
25 Chicago Partners Investment Group LLC 1,846 107,000 0.02%
26 Klingman & Associates, LLC 2,000 121,000 0.03%
27 D.A. DAVIDSON & CO. 2,355 142,000 0.03%
28 Ruggie Capital Group 3,259 196,000 0.05%
29 NATIONAL PLANNING CORP 3,340 201,000 0.05%
30 Autus Asset Management, LLC 3,340 202,000 0.05%
31 TCI Wealth Advisors, Inc. 3,480 210,000 0.05%
32 D'Orazio & Associates, Inc. 3,595 217,000 0.05%
33 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,715 224,000 0.05%
34 Legacy Private Trust Co. 4,095 247,000 0.06%
35 US BANCORP \DE\ 4,213 254,000 0.06%
36 SouthState Bank Corp 4,259 257,000 0.06%
37 Yorktown Management & Research Co Inc 4,500 272,000 0.06%
38 Cetera Advisors LLC 4,527 274,000 0.06%
39 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,298 320,000 0.07%
40 MARCO INVESTMENT MANAGEMENT LLC 7,500 326,000 0.08%
41 PNC FINANCIAL SERVICES GROUP, INC. 5,513 332,000 0.08%
42 Edgemoor Investment Advisors, Inc. 6,230 375,000 0.09%
43 Joel Isaacson & Co., LLC 6,328 382,000 0.09%
44 NTV ASSET MANAGEMENT LLC 6,400 386,000 0.09%
45 BSW Wealth Partners 6,656 402,000 0.09%
46 Cetera Advisor Networks LLC 6,850 408,000 0.09%
47 Atria Investments, Inc 6,822 412,000 0.10%
48 Baker Avenue Asset Management, LP 6,902 416,000 0.10%
49 QUANTUM CAPITAL MANAGEMENT 7,861 474,000 0.11%
50 STIFEL FINANCIAL CORP 8,244 497,000 0.12%
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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.