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

Institutional Holders (2015Q3)
Portfolio Summary: 28 Institutional holders with a total value of $33,966,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Capital Management LLC 278,679 7,243,000 21.32%
2 MORGAN STANLEY 270,179 7,022,000 20.67%
3 BANK OF AMERICA CORP /DE/ 132,126 3,434,000 10.11%
4 FIDUCIARY TRUST CO 127,364 3,310,000 9.75%
5 JANE STREET GROUP, LLC 90,935 2,363,000 6.96%
6 Cambridge Investment Research Advisors, Inc. 87,125 2,264,000 6.67%
7 WELLS FARGO & COMPANY/MN 51,804 1,346,000 3.96%
8 Freedom Investment Management, Inc. 27,261 1,077,000 3.17%
9 ENVESTNET ASSET MANAGEMENT INC 36,681 953,000 2.81%
10 NATIONAL PLANNING CORP 32,864 905,000 2.66%
11 CITADEL ADVISORS LLC 31,909 830,000 2.44%
12 Janney Montgomery Scott LLC 24,030 625,000 1.84%
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,524 586,000 1.73%
14 Creative Planning 17,615 458,000 1.35%
15 MISSION WEALTH MANAGEMENT, LLC 13,700 356,000 1.05%
16 LPL Financial LLC 9,218 248,000 0.73%
17 Commonwealth Equity Services, Inc 9,290 241,000 0.71%
18 Bouchey Financial Group Ltd 8,331 217,000 0.64%
19 ROYAL BANK OF CANADA 6,325 164,000 0.48%
20 UBS Group AG 4,529 118,000 0.35%
21 AMERICAN INTERNATIONAL GROUP, INC. 2,589 67,000 0.20%
22 Capital Advisors, Ltd. LLC 1,870 49,000 0.14%
23 Carroll Financial Associates, Inc. 1,819 49,000 0.14%
24 Advisory Services Network, LLC 780 20,000 0.06%
25 MSI Financial Services Inc 563 15,000 0.04%
26 US BANCORP \DE\ 206 5,000 0.01%
27 Regal Investment Advisors LLC 50 1,000 0.00%
28 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.