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

Institutional Holders (2014Q2)
Portfolio Summary: 16 Institutional holders with a total value of $16,861,042.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Orion Porfolio Solutions, LLC 101,879 5,454,000 32.35%
2 JANE STREET GROUP, LLC 74,680 3,998,000 23.71%
3 BANK OF AMERICA CORP /DE/ 45,416 2,431,000 14.42%
4 PATTON ALBERTSON MILLER GROUP, LLC 28,743 1,538,000 9.12%
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,893 1,226,000 7.27%
6 MORGAN STANLEY 13,762 737,000 4.37%
7 LPL Financial LLC 10,341 554,000 3.29%
8 ROYAL BANK OF CANADA 8,560 459,000 2.72%
9 UBS AG 2,832 152,000 0.90%
10 B. Riley Wealth Advisors, Inc. 2,352 125,903 0.75%
11 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,596 85,000 0.50%
12 WELLS FARGO & COMPANY/MN 1,415 76,000 0.45%
13 WFG Advisors, LP 264 14,000 0.08%
14 CITIGROUP INC 120 6,000 0.04%
15 AMERICAN INTERNATIONAL GROUP, INC. 96 5,139 0.03%
16 Creative Planning 6 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.