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

Institutional Holders (2014Q4)
Portfolio Summary: 125 Institutional holders with a total value of $402,323,388.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Robert W. Baird & Co. Inc 15,924 1,129,000 0.28%
52 Orion Porfolio Solutions, LLC 15,730 1,116,000 0.28%
53 Regal Investment Advisors LLC 14,400 1,021,000 0.25%
54 OLD NATIONAL BANCORP /IN/ 13,177 935,000 0.23%
55 Cetera Advisors LLC 12,789 906,000 0.23%
56 MOLLER WEALTH PARTNERS 12,594 893,000 0.22%
57 HighTower Advisors, LLC 11,729 832,000 0.21%
58 AMERIPRISE FINANCIAL INC 11,097 787,000 0.20%
59 MSI Financial Services Inc 10,662 756,000 0.19%
60 BOKF, NA 10,341 733,000 0.18%
61 DEUTSCHE BANK AG\ 10,284 729,000 0.18%
62 ENVESTNET ASSET MANAGEMENT INC 10,118 718,000 0.18%
63 CAPE ANN SAVINGS BANK 9,358 664,000 0.17%
64 Private Advisor Group, LLC 8,942 634,000 0.16%
65 1st Global Advisors, Inc. 8,718 618,000 0.15%
66 Concert Wealth Management Inc. 8,445 598,000 0.15%
67 MADISON INVESTMENT HOLDINGS INC 7,704 546,000 0.14%
68 Keystone Financial Planning, Inc. 6,810 483,000 0.12%
69 FIDUCIARY SERVICES CORP/GA 6,592 467,000 0.12%
70 SCOTIA CAPITAL INC. 6,430 456,000 0.11%
71 EVERMAY WEALTH MANAGEMENT LLC 6,355 451,000 0.11%
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,200 440,000 0.11% Call
73 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,182 438,000 0.11%
74 AMERICAN INTERNATIONAL GROUP, INC. 5,911 419,208 0.10%
75 Freedom Investment Management, Inc. 5,875 417,000 0.10%
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,833 414,000 0.10%
77 Rehmann Capital Advisory Group 5,500 390,000 0.10%
78 Pineno Levin & Ford Asset Management, Inc. 5,255 373,000 0.09%
79 Sigma Planning Corp 5,224 370,000 0.09%
80 Advisory Alpha, LLC 5,104 362,000 0.09%
81 First Allied Advisory Services, Inc. 5,063 359,000 0.09%
82 HUNTINGTON NATIONAL BANK 5,060 359,000 0.09% PRN
83 SignalPoint Asset Management, LLC 5,033 357,000 0.09%
84 LBMC INVESTMENT ADVISORS, LLC 4,913 348,000 0.09%
85 WADE G W & INC 4,810 341,000 0.08%
86 FineMark National Bank & Trust 4,535 322,000 0.08%
87 STIFEL FINANCIAL CORP 4,384 311,000 0.08%
88 Composition Wealth, LLC 4,230 300,000 0.07%
89 Bangor Savings Bank 4,200 298,000 0.07%
90 Destination Wealth Management 4,173 296,000 0.07%
91 BANK OF MONTREAL /CAN/ 4,119 292,000 0.07%
92 Investors Capital Advisory Services 3,870 274,000 0.07%
93 NATIONAL PLANNING CORP 3,943 272,540 0.07%
94 WHALEROCK POINT PARTNERS, LLC 3,700 262,000 0.07%
95 HHG & Company, LLC 3,608 256,000 0.06%
96 RAY GERALD L & ASSOCIATES LTD 3,600 255,000 0.06%
97 Harbour Capital Advisors, LLC 3,375 239,000 0.06%
98 CADENCE BANK NA 3,246 230,000 0.06%
99 Bison Wealth, LLC 3,166 225,000 0.06%
100 Independent Portfolio Consultants, Inc. 2,825 200,000 0.05%
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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.