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

Institutional Holders (2014Q2)
Portfolio Summary: 42 Institutional holders with a total value of $64,634,756.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOWLAND CAPITAL MANAGEMENT LLC 232,415 14,349,000 22.20%
2 SPINNAKER TRUST 142,965 8,826,000 13.66%
3 One Capital Management, LLC 111,254 6,869,000 10.63%
4 GHP Investment Advisors, Inc. 77,443 4,781,000 7.40%
5 Bank of New York Mellon Corp 74,088 4,574,000 7.08%
6 MORGAN STANLEY 62,630 3,867,000 5.98%
7 BANK OF AMERICA CORP /DE/ 41,802 2,581,000 3.99%
8 SMITH, MOORE & CO. 40,485 2,500,000 3.87%
9 Cambridge Investment Research Advisors, Inc. 36,582 2,259,000 3.50%
10 WELLS FARGO & COMPANY/MN 26,748 1,651,000 2.55%
11 WADE G W & INC 25,416 1,569,000 2.43%
12 UBS AG 24,498 1,513,000 2.34%
13 Invesco Ltd. 23,957 1,479,000 2.29%
14 Virtu KCG Holdings LLC 15,461 955,000 1.48%
15 3D ASSET MANAGEMENT, INC 15,192 938,000 1.45%
16 Commonwealth Equity Services, Inc 14,341 885,000 1.37%
17 INSIGHT 2811, INC. 14,040 867,000 1.34%
18 STIFEL FINANCIAL CORP 11,771 727,000 1.12%
19 AMERICAN INTERNATIONAL GROUP, INC. 8,984 554,672 0.86%
20 Long Wharf Investors, Inc. 8,515 526,000 0.81%
21 JANE STREET GROUP, LLC 6,724 415,000 0.64%
22 Concert Wealth Management Inc. 5,844 347,000 0.54%
23 LPL Financial LLC 4,540 280,000 0.43%
24 ADVISOR PARTNERS LLC 3,529 218,000 0.34%
25 ROYAL BANK OF CANADA 3,510 217,000 0.34%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,278 141,000 0.22%
27 Capital Advisors, Ltd. LLC 2,125 131,000 0.20%
28 Transamerica Financial Advisors, LLC 1,676 104,000 0.16%
29 North Star Investment Management Corp. 1,500 93,000 0.14%
30 Capital Analysts, LLC 1,400 86,436 0.13%
31 Creative Planning 1,070 66,000 0.10%
32 TRUST CO OF VERMONT 900 56,000 0.09%
33 AMERIPRISE FINANCIAL INC 722 45,000 0.07%
34 ENVESTNET ASSET MANAGEMENT INC 673 42,000 0.06%
35 US BANCORP \DE\ 660 41,000 0.06%
36 B. Riley Wealth Advisors, Inc. 545 33,648 0.05%
37 MSI Financial Services Inc 190 12,000 0.02%
38 Ground Swell Capital, LLC 200 12,000 0.02%
39 Vantage Investment Advisors, LLC 128 8,000 0.01%
40 Partnervest Advisory Services LLC 126 8,000 0.01%
41 CITIGROUP INC 113 7,000 0.01%
42 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.