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

Institutional Holders (2014Q4)
Portfolio Summary: 36 Institutional holders with a total value of $43,343,825.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Capital Management LLC 285,403 8,034,000 18.54% SH
2 MORGAN STANLEY 258,791 7,285,000 16.81%
3 BANK OF AMERICA CORP /DE/ 211,867 5,964,000 13.76%
4 FIDUCIARY TRUST CO 136,128 3,831,000 8.84%
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 101,773 2,865,000 6.61%
6 BB&T SECURITIES, LLC 9,205 2,591,000 5.98%
7 Cambridge Investment Research Advisors, Inc. 83,704 2,356,000 5.44%
8 WELLS FARGO & COMPANY/MN 45,160 1,271,000 2.93%
9 Freedom Investment Management, Inc. 44,992 1,267,000 2.92%
10 JANE STREET GROUP, LLC 43,242 1,217,000 2.81%
11 SignalPoint Asset Management, LLC 39,132 1,102,000 2.54%
12 ROYAL BANK OF CANADA 30,741 865,000 2.00%
13 LPL Financial LLC 30,070 846,000 1.95%
14 Placemark Investments, Inc. 27,441 772,000 1.78%
15 Janney Montgomery Scott LLC 26,739 752,700 1.74%
16 GOLDMAN SACHS GROUP INC 18,969 534,000 1.23%
17 Creative Planning 13,114 369,000 0.85%
18 UBS Group AG 11,880 334,000 0.77%
19 Keystone Financial Planning, Inc. 7,990 225,000 0.52%
20 Commonwealth Equity Services, Inc 7,732 218,000 0.50%
21 Haverford Trust Co 7,383 208,000 0.48%
22 ENVESTNET ASSET MANAGEMENT INC 4,056 114,000 0.26%
23 AMERICAN INTERNATIONAL GROUP, INC. 2,239 63,028 0.15%
24 VALLEY NATIONAL ADVISERS INC 2,115 58,000 0.13%
25 Capital Advisors, Ltd. LLC 1,870 53,000 0.12%
26 JFS WEALTH ADVISORS, LLC 1,267 36,000 0.08%
27 B. Riley Wealth Advisors, Inc. 1,000 28,000 0.06%
28 PRENTISS SMITH & CO INC 1,000 28,000 0.06%
29 MSI Financial Services Inc 628 18,000 0.04%
30 NEXT Financial Group, Inc 500 14,000 0.03%
31 Stratos Wealth Partners, LTD. 400 11,260 0.03%
32 US BANCORP \DE\ 206 6,000 0.01%
33 Ledyard National Bank 125 4,000 0.01%
34 NATIONAL PLANNING CORP 100 2,837 0.01%
35 Regal Investment Advisors LLC 50 1,000 0.00%
36 Parallax Volatility Advisers, L.P. 1 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.