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

Institutional Holders (2014Q1)
Portfolio Summary: 48 Institutional holders with a total value of $196,350,339.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 3D ASSET MANAGEMENT, INC 748,369 66,496,000 33.87%
2 LPL Financial LLC 203,996 18,126,000 9.23%
3 MORGAN STANLEY 194,409 17,274,000 8.80%
4 ENVESTNET ASSET MANAGEMENT INC 146,635 13,029,000 6.64%
5 UBS AG 132,041 11,733,000 5.98%
6 BANK OF AMERICA CORP /DE/ 119,972 10,660,000 5.43%
7 Raymond James Financial Services Advisors, Inc. 92,520 8,221,000 4.19%
8 AMERICAN INTERNATIONAL GROUP, INC. 88,789 7,889,339 4.02%
9 Gateway Advisory, LLC 72,898 6,477,000 3.30%
10 WELLS FARGO & COMPANY/MN 70,365 6,253,000 3.18%
11 BB&T SECURITIES, LLC 4,269 3,793,000 1.93%
12 Commonwealth Equity Services, Inc 32,029 2,846,000 1.45%
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,022 2,757,000 1.40%
14 Cambridge Investment Research Advisors, Inc. 25,883 2,300,000 1.17%
15 SUNTRUST BANKS INC 25,725 2,284,000 1.16%
16 VICUS CAPITAL 20,990 1,865,000 0.95%
17 Placemark Investments, Inc. 18,926 1,682,000 0.86%
18 Virtu KCG Holdings LLC 16,431 1,460,000 0.74%
19 Concert Wealth Management Inc. 13,799 1,200,000 0.61%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,617 1,121,000 0.57%
21 CULBERTSON A N & CO INC 12,240 1,088,000 0.55% SH
22 Northeast Financial Consultants Inc 12,050 1,071,000 0.55%
23 CITIGROUP INC 9,516 846,000 0.43%
24 PRIVATE TRUST CO NA 8,922 793,000 0.40%
25 Bank of New York Mellon Corp 6,954 618,000 0.31%
26 Freedom Investment Management, Inc. 5,694 506,000 0.26%
27 AMERIPRISE FINANCIAL INC 5,663 503,000 0.26%
28 Hefren-Tillotson, Inc. 5,521 490,000 0.25%
29 JPMORGAN CHASE & CO 4,447 395,000 0.20%
30 Atria Investments, Inc 3,754 334,000 0.17%
31 HL FINANCIAL SERVICES LLC 3,739 332,000 0.17%
32 Sterneck Capital Management, LLC 3,450 307,000 0.16%
33 DAVIDSON & GARRARD INC 3,360 299,000 0.15%
34 B. Riley Wealth Advisors, Inc. 3,200 284,000 0.14%
35 BLB&B Advisors, LLC 2,650 235,000 0.12%
36 NORTHERN TRUST CORP 2,260 201,000 0.10%
37 DEUTSCHE BANK AG\ 2,220 196,000 0.10%
38 Kavar Capital Partners, LLC 976 86,000 0.04%
39 ROYAL BANK OF CANADA 870 77,000 0.04%
40 Creative Planning 640 57,000 0.03%
41 MSI Financial Services Inc 623 55,000 0.03%
42 WESTPORT RESOURCES MANAGEMENT INC 590 52,000 0.03%
43 Trutina Financial LLC 326 29,000 0.01%
44 LS Investment Advisors, LLC 120 11,000 0.01%
45 MANUFACTURERS LIFE INSURANCE COMPANY, THE 75 7,000 0.00%
46 Vantage Investment Advisors, LLC 76 7,000 0.00%
47 TRUST CO OF VERMONT 52 5,000 0.00%
48 Tower Research Capital LLC (TRC) 0 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.