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

Institutional Holders (2015Q2)
Portfolio Summary: 32 Institutional holders with a total value of $36,352,719.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 304,320 8,755,000 24.08%
2 BANK OF AMERICA CORP /DE/ 211,927 6,096,000 16.77%
3 FIDUCIARY TRUST CO 126,385 3,636,000 10.00%
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 120,998 3,482,000 9.58%
5 Cambridge Investment Research Advisors, Inc. 82,050 2,360,000 6.49%
6 JANE STREET GROUP, LLC 60,929 1,753,000 4.82%
7 WELLS FARGO & COMPANY/MN 52,167 1,501,000 4.13%
8 LPL Financial LLC 50,994 1,444,000 3.97%
9 Freedom Investment Management, Inc. 42,721 1,229,000 3.38%
10 ENVESTNET ASSET MANAGEMENT INC 38,296 1,102,000 3.03%
11 NATIONAL PLANNING CORP 31,221 879,000 2.42%
12 CITADEL ADVISORS LLC 28,666 825,000 2.27%
13 Janney Montgomery Scott LLC 26,809 771,201 2.12%
14 MISSION WEALTH MANAGEMENT, LLC 15,000 445,000 1.22%
15 Creative Planning 13,842 398,000 1.09%
16 Commonwealth Equity Services, Inc 10,513 302,000 0.83%
17 GOLDMAN SACHS GROUP INC 9,572 275,000 0.76%
18 ROYAL BANK OF CANADA 7,651 220,000 0.61%
19 Bouchey Financial Group Ltd 26,082 218,000 0.60%
20 CREDIT SUISSE AG/ 7,000 201,000 0.55%
21 UBS Group AG 6,175 178,000 0.49%
22 AMERICAN INTERNATIONAL GROUP, INC. 2,589 74,476 0.20%
23 MANAGED ACCOUNT ADVISORS LLC 2,365 68,000 0.19%
24 Capital Advisors, Ltd. LLC 1,870 54,000 0.15%
25 JFS WEALTH ADVISORS, LLC 1,267 36,000 0.10%
26 MSI Financial Services Inc 563 16,000 0.04%
27 NEXT Financial Group, Inc 500 14,000 0.04%
28 Janney Capital Management LLC 279,561 8,042 0.02%
29 US BANCORP \DE\ 206 6,000 0.02%
30 Brookstone Capital Management 167 5,000 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.