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

Institutional Holders (2015Q1)
Portfolio Summary: 32 Institutional holders with a total value of $42,438,225.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 320,035 9,485,000 22.35%
2 Janney Capital Management LLC 285,913 8,474,000 19.97%
3 BANK OF AMERICA CORP /DE/ 230,258 6,825,000 16.08%
4 FIDUCIARY TRUST CO 128,997 3,824,000 9.01%
5 Cambridge Investment Research Advisors, Inc. 86,359 2,560,000 6.03%
6 LPL Financial LLC 51,366 1,531,000 3.61%
7 WELLS FARGO & COMPANY/MN 46,628 1,382,000 3.26%
8 Freedom Investment Management, Inc. 43,537 1,290,000 3.04%
9 OLD MISSION CAPITAL LLC 43,328 1,284,000 3.03%
10 ENVESTNET ASSET MANAGEMENT INC 35,768 1,060,000 2.50%
11 Janney Montgomery Scott LLC 27,047 802,000 1.89%
12 GOLDMAN SACHS GROUP INC 25,236 748,000 1.76%
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,174 627,000 1.48%
14 ROYAL BANK OF CANADA 14,532 431,000 1.02%
15 Creative Planning 13,155 390,000 0.92%
16 JANE STREET GROUP, LLC 12,918 383,000 0.90%
17 Commonwealth Equity Services, Inc 11,356 337,000 0.79%
18 UBS Group AG 9,540 283,000 0.67%
19 CREDIT SUISSE AG/ 7,000 207,000 0.49%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,349 159,000 0.37%
21 AMERICAN INTERNATIONAL GROUP, INC. 2,589 76,735 0.18%
22 MANAGED ACCOUNT ADVISORS LLC 2,056 61,000 0.14%
23 Capital Advisors, Ltd. LLC 1,870 55,000 0.13%
24 Advisors Preferred, LLC 1,704 50,490 0.12%
25 JFS WEALTH ADVISORS, LLC 1,267 38,000 0.09%
26 PRENTISS SMITH & CO INC 1,000 30,000 0.07%
27 MSI Financial Services Inc 680 20,000 0.05%
28 NEXT Financial Group, Inc 500 14,000 0.03%
29 US BANCORP \DE\ 206 6,000 0.01%
30 Ledyard National Bank 125 4,000 0.01%
31 Regal Investment Advisors LLC 50 1,000 0.00%
32 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.