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

Institutional Holders (2015Q2)
Portfolio Summary: 46 Institutional holders with a total value of $84,989,725.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOWLAND CAPITAL MANAGEMENT LLC 262,842 15,534,000 18.28%
2 COMERICA BANK 200,458 11,848,000 13.94%
3 One Capital Management, LLC 160,724 9,499,000 11.18%
4 GHP Investment Advisors, Inc. 89,870 5,275,000 6.21%
5 MORGAN STANLEY 88,971 5,258,000 6.19%
6 Bank of New York Mellon Corp 84,388 4,987,000 5.87%
7 Cambridge Investment Research Advisors, Inc. 62,773 3,710,000 4.37%
8 Chicago Partners Investment Group LLC 54,026 3,078,000 3.62%
9 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 50,707 2,997,000 3.53%
10 SMITH, MOORE & CO. 49,542 2,928,000 3.45%
11 BANK OF AMERICA CORP /DE/ 37,970 2,244,000 2.64%
12 Invesco Ltd. 25,082 1,482,000 1.74%
13 UBS Group AG 24,443 1,445,000 1.70%
14 Destination Wealth Management 24,314 1,437,000 1.69%
15 WELLS FARGO & COMPANY/MN 22,839 1,350,000 1.59%
16 Commonwealth Equity Services, Inc 18,317 1,083,000 1.27%
17 STIFEL FINANCIAL CORP 16,117 953,000 1.12%
18 WADE G W & INC 15,886 939,000 1.10%
19 NORTHERN TRUST CORP 15,170 896,000 1.05%
20 Baker Avenue Asset Management, LP 14,064 831,000 0.98%
21 INSIGHT 2811, INC. 14,040 830,000 0.98%
22 ROYAL BANK OF CANADA 13,313 787,000 0.93%
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,884 761,000 0.90%
24 3D ASSET MANAGEMENT, INC 10,136 599,000 0.70%
25 AMERICAN INTERNATIONAL GROUP, INC. 10,069 595,078 0.70%
26 Evercore Wealth Management, LLC 10,000 591,000 0.70%
27 STARFIRE INVESTMENT ADVISERS, INC. 7,125 421,087 0.50%
28 Concert Wealth Management Inc. 5,140 305,000 0.36%
29 Capital Advisors, Ltd. LLC 5,075 300,000 0.35%
30 Capital Analysts, LLC 4,665 275,701 0.32%
31 LPL Financial LLC 4,592 266,000 0.31%
32 SPINNAKER TRUST 4,274 253,000 0.30%
33 SIGNET FINANCIAL MANAGEMENT, LLC 3,961 234,000 0.28%
34 SG Americas Securities, LLC 3,884 230,000 0.27%
35 GOLDMAN SACHS GROUP INC 3,498 207,000 0.24%
36 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,380 141,000 0.17%
37 PNC FINANCIAL SERVICES GROUP, INC. 1,660 98,000 0.12%
38 Sunbelt Securities, Inc. 1,520 89,859 0.11%
39 North Star Investment Management Corp. 1,500 89,000 0.10%
40 MANAGED ACCOUNT ADVISORS LLC 970 57,000 0.07%
41 US BANCORP \DE\ 660 39,000 0.05%
42 TRUST CO OF VERMONT 400 24,000 0.03%
43 MSI Financial Services Inc 210 12,000 0.01%
44 Vantage Investment Advisors, LLC 131 8,000 0.01%
45 Transamerica Financial Advisors, LLC 40 3,000 0.00%
46 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.