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

Institutional Holders (2014Q3)
Portfolio Summary: 26 Institutional holders with a total value of $27,891,532.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 86,508 5,957,000 21.36%
2 Placemark Investments, Inc. 59,997 4,131,000 14.81%
3 LPL Financial LLC 39,046 2,652,000 9.51%
4 Cambridge Investment Research Advisors, Inc. 32,249 2,221,000 7.96%
5 MOLLER WEALTH PARTNERS 24,888 1,714,000 6.15%
6 BANK OF AMERICA CORP /DE/ 20,733 1,427,000 5.12%
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,023 1,241,000 4.45%
8 JANE STREET GROUP, LLC 17,991 1,239,000 4.44%
9 WFG Advisors, LP 17,042 1,174,000 4.21%
10 BAR HARBOR WEALTH MANAGEMENT 13,554 933,000 3.35%
11 UBS AG 13,375 921,000 3.30%
12 MYCIO WEALTH PARTNERS, LLC 11,554 796,000 2.85%
13 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,483 653,000 2.34%
14 UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,709 600,000 2.15%
15 ENVESTNET ASSET MANAGEMENT INC 8,709 600,000 2.15%
16 CUTLER INVESTMENT COUNSEL LLC 7,267 500,000 1.79%
17 Concert Wealth Management Inc. 3,515 242,000 0.87% PRN
18 ROYAL BANK OF CANADA 2,814 194,000 0.70%
19 DEUTSCHE BANK AG\ 2,665 183,000 0.66%
20 AMERICAN INTERNATIONAL GROUP, INC. 2,201 151,532 0.54%
21 Carroll Financial Associates, Inc. 2,000 142,000 0.51%
22 WELLS FARGO & COMPANY/MN 1,101 76,000 0.27%
23 NEW ENGLAND SECURITIES CORP /MA/ 1,047 72,000 0.26%
24 Regal Investment Advisors LLC 562 39,000 0.14%
25 AMERIPRISE FINANCIAL INC 440 30,000 0.11%
26 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.