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

Institutional Holders (2014Q1)
Portfolio Summary: 112 Institutional holders with a total value of $375,550,674.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,058 823,000 0.22%
52 Cetera Advisors LLC 11,221 767,000 0.20%
53 BOKF, NA 11,081 756,000 0.20%
54 TOWER TRUST Co 10,727 732,000 0.19%
55 JANE STREET GROUP, LLC 10,617 725,000 0.19%
56 HENGEHOLD CAPITAL MANAGEMENT LLC 10,479 715,000 0.19%
57 First Allied Advisory Services, Inc. 10,244 699,000 0.19%
58 DEUTSCHE BANK AG\ 9,335 637,000 0.17%
59 1st Global Advisors, Inc. 9,131 623,000 0.17%
60 MSI Financial Services Inc 8,951 611,000 0.16%
61 STEEL GROVE CAPITAL ADVISORS, LLC 8,461 578,000 0.15%
62 Concert Wealth Management Inc. 8,483 572,000 0.15%
63 INVESTORS TRUST INC 7,933 542,000 0.14%
64 MADISON INVESTMENT HOLDINGS INC 7,704 526,000 0.14%
65 Private Advisor Group, LLC 7,515 513,000 0.14%
66 AMERIPRISE FINANCIAL INC 7,296 498,000 0.13%
67 Keystone Financial Planning, Inc. 7,094 484,000 0.13%
68 AVIANCE CAPITAL MANAGEMENT, LLC 7,016 479,000 0.13%
69 EVERMAY WEALTH MANAGEMENT LLC 6,900 471,000 0.13%
70 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,659 455,000 0.12%
71 SCOTIA CAPITAL INC. 6,430 439,000 0.12%
72 AMERICAN INTERNATIONAL GROUP, INC. 6,089 415,635 0.11%
73 Freedom Investment Management, Inc. 5,706 389,000 0.10%
74 Rehmann Capital Advisory Group 5,500 375,000 0.10%
75 FIDUCIARY SERVICES CORP/GA 5,372 367,000 0.10%
76 Opus Capital Group, LLC 5,165 353,000 0.09%
77 PNC FINANCIAL SERVICES GROUP, INC. 4,938 338,000 0.09%
78 Advisory Alpha, LLC 4,581 313,000 0.08%
79 FineMark National Bank & Trust 4,535 310,000 0.08%
80 Bangor Savings Bank 4,200 287,000 0.08%
81 SignalPoint Asset Management, LLC 4,110 281,000 0.07%
82 BANK OF MONTREAL /CAN/ 3,832 262,000 0.07%
83 OPPENHEIMER & CO INC 3,778 258,000 0.07%
84 WHALEROCK POINT PARTNERS, LLC 3,700 252,000 0.07%
85 CADENCE BANK NA 3,446 235,000 0.06%
86 HHG & Company, LLC 3,280 224,000 0.06%
87 TRUIST FINANCIAL CORP 3,253 222,000 0.06%
88 Investors Capital Advisory Services 3,264 222,000 0.06%
89 VICUS CAPITAL 3,164 216,000 0.06%
90 TRUSTMARK BANK TRUST DEPARTMENT 3,040 207,000 0.06%
91 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,000 205,000 0.05%
92 B. Riley Wealth Advisors, Inc. 1,810 124,000 0.03%
93 Horrell Capital Management, Inc. 2,113 98,000 0.03%
94 MCF Advisors LLC 1,207 82,000 0.02%
95 Capital Advisors, Ltd. LLC 1,191 81,000 0.02%
96 BOSTON PRIVATE BANK & TRUST CO 832 57,000 0.02%
97 TRUST CO OF VERMONT 750 51,000 0.01%
98 WFG Advisors, LP 539 37,000 0.01%
99 CITIGROUP INC 530 36,000 0.01%
100 Tower Research Capital LLC (TRC) 495 34,000 0.01%
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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.