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

Institutional Holders (2014Q1)
Portfolio Summary: 41 Institutional holders with a total value of $59,827,459.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOWLAND CAPITAL MANAGEMENT LLC 227,471 13,701,000 22.90%
2 SPINNAKER TRUST 133,328 8,030,000 13.42%
3 One Capital Management, LLC 109,246 6,580,000 11.00%
4 GHP Investment Advisors, Inc. 71,285 4,294,000 7.18%
5 MORGAN STANLEY 62,323 3,754,000 6.27%
6 Bank of New York Mellon Corp 60,307 3,632,000 6.07%
7 BANK OF AMERICA CORP /DE/ 39,984 2,408,000 4.02%
8 SMITH, MOORE & CO. 39,820 2,398,000 4.01%
9 Cambridge Investment Research Advisors, Inc. 29,100 1,753,000 2.93%
10 WELLS FARGO & COMPANY/MN 26,041 1,569,000 2.62%
11 UBS AG 24,553 1,479,000 2.47%
12 Invesco Ltd. 21,321 1,284,000 2.15%
13 ROYAL BANK OF CANADA 17,837 1,074,000 1.80%
14 3D ASSET MANAGEMENT, INC 15,502 934,000 1.56%
15 INSIGHT 2811, INC. 14,040 858,000 1.43%
16 WADE G W & INC 14,076 848,000 1.42%
17 Commonwealth Equity Services, Inc 13,216 796,000 1.33%
18 STIFEL FINANCIAL CORP 11,599 699,000 1.17%
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,132 610,000 1.02%
20 AMERICAN INTERNATIONAL GROUP, INC. 8,737 526,229 0.88%
21 Long Wharf Investors, Inc. 8,655 521,000 0.87%
22 JANE STREET GROUP, LLC 7,263 437,000 0.73%
23 Concert Wealth Management Inc. 5,855 352,000 0.59%
24 LPL Financial LLC 4,655 280,000 0.47%
25 ADVISOR PARTNERS LLC 3,522 212,000 0.35%
26 Capital Advisors, Ltd. LLC 2,125 128,000 0.21%
27 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,806 109,000 0.18%
28 Creative Planning 1,503 91,000 0.15%
29 North Star Investment Management Corp. 1,500 90,000 0.15%
30 TRUST CO OF VERMONT 1,329 80,000 0.13%
31 Capital Analysts, LLC 1,000 60,230 0.10%
32 Transamerica Financial Advisors, LLC 787 48,000 0.08%
33 AMERIPRISE FINANCIAL INC 721 43,000 0.07%
34 ENVESTNET ASSET MANAGEMENT INC 673 41,000 0.07%
35 MSI Financial Services Inc 662 40,000 0.07%
36 US BANCORP \DE\ 660 40,000 0.07%
37 Partnervest Advisory Services LLC 126 8,000 0.01%
38 Vantage Investment Advisors, LLC 125 8,000 0.01%
39 BOSTON PRIVATE BANK & TRUST CO 100 6,000 0.01%
40 COMMUNITY FINANCIAL SYSTEM, INC. 75 5,000 0.01%
41 NEW ENGLAND SECURITIES CORP /MA/ 20 1,000 0.00%

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.