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

Institutional Holders (2014Q3)
Portfolio Summary: 33 Institutional holders with a total value of $37,612,483.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 316,400 8,961,000 23.82%
2 Janney Capital Management LLC 268,875 7,615,000 20.25% SH
3 FIDUCIARY TRUST CO 136,449 3,864,000 10.27%
4 Cambridge Investment Research Advisors, Inc. 82,607 2,339,000 6.22%
5 Accuvest Global Advisors 76,405 2,164,000 5.75%
6 BANK OF AMERICA CORP /DE/ 62,897 1,781,000 4.74%
7 WELLS FARGO & COMPANY/MN 51,855 1,469,000 3.91%
8 UBS AG 48,162 1,364,000 3.63%
9 LPL Financial LLC 48,422 1,362,000 3.62%
10 Freedom Investment Management, Inc. 43,175 1,223,000 3.25%
11 SignalPoint Asset Management, LLC 31,332 887,000 2.36%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,070 880,000 2.34%
13 Janney Montgomery Scott LLC 25,779 730,061 1.94%
14 Placemark Investments, Inc. 25,236 715,000 1.90%
15 Virtu KCG Holdings LLC 15,943 452,000 1.20%
16 JANE STREET GROUP, LLC 12,230 346,000 0.92%
17 KEYBANK NATIONAL ASSOCIATION/OH 10,875 308,000 0.82%
18 Keystone Financial Planning, Inc. 7,990 226,000 0.60%
19 Haverford Trust Co 7,383 209,000 0.56%
20 ROYAL BANK OF CANADA 6,151 174,000 0.46%
21 Creative Planning 3,596 102,000 0.27%
22 AMERICAN INTERNATIONAL GROUP, INC. 2,759 78,135 0.21%
23 AMERIPRISE FINANCIAL INC 2,403 68,000 0.18%
24 Ground Swell Capital, LLC 2,368 67,000 0.18%
25 Capital Advisors, Ltd. LLC 1,870 52,000 0.14%
26 JFS WEALTH ADVISORS, LLC 1,240 35,000 0.09%
27 ENVESTNET ASSET MANAGEMENT INC 1,211 34,000 0.09%
28 NEXT Financial Group, Inc 1,025 29,000 0.08%
29 PRENTISS SMITH & CO INC 1,000 28,000 0.07%
30 Advisors Preferred, LLC 787 22,287 0.06%
31 MSI Financial Services Inc 628 18,000 0.05%
32 US BANCORP \DE\ 206 6,000 0.02%
33 Ledyard National Bank 125 4,000 0.01%

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.