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

Institutional Holders (2014Q4)
Portfolio Summary: 42 Institutional holders with a total value of $55,721,666.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOWLAND CAPITAL MANAGEMENT LLC 246,493 13,707,000 24.60%
2 One Capital Management, LLC 121,588 6,762,000 12.14%
3 GHP Investment Advisors, Inc. 83,700 4,655,000 8.35%
4 MORGAN STANLEY 68,942 3,834,000 6.88%
5 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 52,739 2,933,000 5.26%
6 BANK OF AMERICA CORP /DE/ 49,923 2,776,000 4.98%
7 Cambridge Investment Research Advisors, Inc. 46,037 2,560,000 4.59%
8 SMITH, MOORE & CO. 44,777 2,490,000 4.47%
9 Chicago Partners Investment Group LLC 35,702 1,985,000 3.56%
10 Invesco Ltd. 27,752 1,543,000 2.77%
11 UBS Group AG 24,986 1,389,000 2.49%
12 WELLS FARGO & COMPANY/MN 23,118 1,285,000 2.31%
13 OLD MISSION CAPITAL LLC 21,457 1,193,000 2.14%
14 Virtu KCG Holdings LLC 17,750 987,000 1.77%
15 WADE G W & INC 17,156 954,000 1.71%
16 Commonwealth Equity Services, Inc 16,757 932,000 1.67%
17 INSIGHT 2811, INC. 14,040 781,000 1.40%
18 STIFEL FINANCIAL CORP 13,118 729,000 1.31%
19 3D ASSET MANAGEMENT, INC 10,631 591,000 1.06%
20 AMERICAN INTERNATIONAL GROUP, INC. 9,644 536,303 0.96%
21 SPINNAKER TRUST 8,249 459,000 0.82%
22 Bank of New York Mellon Corp 8,078 449,000 0.81%
23 LPL Financial LLC 5,954 331,000 0.59%
24 SG Americas Securities, LLC 5,600 311,000 0.56%
25 Concert Wealth Management Inc. 5,430 304,000 0.55%
26 Capital Advisors, Ltd. LLC 4,507 251,000 0.45%
27 ROYAL BANK OF CANADA 3,920 219,000 0.39%
28 COLONY GROUP LLC 3,656 203,000 0.36%
29 Capital Analysts, LLC 2,665 148,200 0.27%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,278 127,000 0.23%
31 North Star Investment Management Corp. 1,500 83,000 0.15%
32 Creative Planning 910 51,000 0.09%
33 US BANCORP \DE\ 678 38,000 0.07%
34 NATIONAL PLANNING CORP 586 32,163 0.06%
35 B. Riley Wealth Advisors, Inc. 545 30,000 0.05%
36 TRUST CO OF VERMONT 400 22,000 0.04%
37 ENVESTNET ASSET MANAGEMENT INC 344 19,000 0.03%
38 MSI Financial Services Inc 190 11,000 0.02%
39 Vantage Investment Advisors, LLC 129 7,000 0.01%
40 NEXT Financial Group, Inc 50 3,000 0.01%
41 NEW ENGLAND SECURITIES CORP /MA/ 20 1,000 0.00%
42 Parallax Volatility Advisers, L.P. 1 0 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.