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

Institutional Holders (2015Q1)
Portfolio Summary: 27 Institutional holders with a total value of $40,262,237.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 164,196 11,753,000 29.19%
2 ENVESTNET ASSET MANAGEMENT INC 71,237 5,099,000 12.66%
3 LPL Financial LLC 58,764 4,178,000 10.38%
4 BANK OF AMERICA CORP /DE/ 42,084 3,012,000 7.48%
5 Cambridge Investment Research Advisors, Inc. 29,107 2,083,000 5.17%
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,590 1,902,000 4.72%
7 JANE STREET GROUP, LLC 25,042 1,793,000 4.45%
8 MOLLER WEALTH PARTNERS 21,815 1,561,000 3.88%
9 UBS Group AG 19,718 1,411,000 3.50%
10 WFG Advisors, LP 16,353 1,171,000 2.91%
11 GOLDMAN SACHS GROUP INC 13,943 998,000 2.48%
12 BAR HARBOR WEALTH MANAGEMENT 13,604 974,000 2.42%
13 MYCIO WEALTH PARTNERS, LLC 11,658 835,000 2.07%
14 LADENBURG THALMANN FINANCIAL SERVICES INC. 11,211 802,000 1.99%
15 UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,709 629,000 1.56%
16 CUTLER INVESTMENT COUNSEL LLC 7,668 561,000 1.39%
17 ROYAL BANK OF CANADA 6,081 435,000 1.08%
18 Concert Wealth Management Inc. 4,010 266,000 0.66% PRN
19 PARSONS CAPITAL MANAGEMENT INC/RI 3,139 225,000 0.56%
20 Chicago Partners Investment Group LLC 2,445 176,000 0.44%
21 AMERICAN INTERNATIONAL GROUP, INC. 1,289 92,237 0.23%
22 PNC FINANCIAL SERVICES GROUP, INC. 1,245 89,000 0.22%
23 WELLS FARGO & COMPANY/MN 1,201 86,000 0.21%
24 MSI Financial Services Inc 1,098 79,000 0.20%
25 Regal Investment Advisors LLC 562 40,000 0.10%
26 CITIGROUP INC 162 12,000 0.03%
27 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.