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Wisdomtree Earnings
Wisdomtree Earnings. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 29 Institutional holders with a total value of $26,827,912.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 78,106 5,120,000 19.08%
2 Placemark Investments, Inc. 57,867 3,793,000 14.14%
3 ROYAL BANK OF CANADA 51,082 3,348,000 12.48%
4 Cambridge Investment Research Advisors, Inc. 41,033 2,690,000 10.03%
5 LPL Financial LLC 35,586 2,333,000 8.70%
6 MOLLER WEALTH PARTNERS 24,888 1,631,000 6.08%
7 WFG Advisors, LP 16,787 1,100,000 4.10%
8 MYCIO WEALTH PARTNERS, LLC 15,290 1,002,000 3.73%
9 BAR HARBOR WEALTH MANAGEMENT 13,401 878,000 3.27%
10 ENVESTNET ASSET MANAGEMENT INC 9,784 641,000 2.39%
11 UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,784 641,000 2.39%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,011 525,000 1.96%
13 UBS AG 7,404 485,000 1.81%
14 CUTLER INVESTMENT COUNSEL LLC 7,109 466,000 1.74%
15 NORTHERN TRUST CORP 7,053 462,000 1.72%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,833 448,000 1.67%
17 BANK OF AMERICA CORP /DE/ 4,252 279,000 1.04%
18 Concert Wealth Management Inc. 3,665 238,000 0.89%
19 DEUTSCHE BANK AG\ 3,025 198,000 0.74%
20 Carroll Financial Associates, Inc. 2,000 131,000 0.49%
21 Creative Planning 1,184 78,000 0.29%
22 AMERICAN INTERNATIONAL GROUP, INC. 1,189 77,912 0.29%
23 NEW ENGLAND SECURITIES CORP /MA/ 1,127 74,000 0.28%
24 WELLS FARGO & COMPANY/MN 1,102 72,000 0.27%
25 Regal Investment Advisors LLC 562 37,000 0.14%
26 BlackRock Institutional Trust Company, N.A. 554 36,000 0.13%
27 AMERIPRISE FINANCIAL INC 440 29,000 0.11%
28 Tower Research Capital LLC (TRC) 182 12,000 0.04%
29 CITIGROUP INC 40 3,000 0.01%

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.