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

Institutional Holders (2015Q2)
Portfolio Summary: 61 Institutional holders with a total value of $217,003,787.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Carroll Financial Associates, Inc. 170 8,000 0.00%
3 FIFTH THIRD BANCORP 250 12,000 0.01%
4 RISK PARADIGM GROUP, LLC 290 13,839 0.01%
5 WFG Advisors, LP 400 19,000 0.01%
6 US BANCORP \DE\ 497 24,000 0.01%
7 MANAGED ACCOUNT ADVISORS LLC 785 37,000 0.02%
8 AllSquare Wealth Management LLC 1,204 57,000 0.03%
9 Sunbelt Securities, Inc. 1,470 70,150 0.03%
10 MSI Financial Services Inc 1,697 81,000 0.04%
11 ASSET PLANNING SERVICES, LTD. 2,055 98,000 0.05%
12 Chicago Partners Investment Group LLC 2,153 101,000 0.05%
13 PNC FINANCIAL SERVICES GROUP, INC. 2,276 108,000 0.05%
14 BANK OF MONTREAL /CAN/ 2,500 119,000 0.05%
15 BLAIR WILLIAM & CO/IL 4,625 220,000 0.10%
16 OLD MISSION CAPITAL LLC 5,049 241,000 0.11%
17 SMITH, MOORE & CO. 5,944 284,000 0.13%
18 RAND WEALTH, LLC 6,039 288,000 0.13%
19 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 6,995 334,000 0.15%
20 CITIGROUP INC 8,032 383,000 0.18%
21 STARFIRE INVESTMENT ADVISERS, INC. 8,580 409,437 0.19%
22 WADE G W & INC 8,903 425,000 0.20%
23 Frontier Wealth Management LLC 9,442 451,000 0.21%
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,221 488,000 0.22%
25 RAYMOND JAMES & ASSOCIATES 14,820 707,000 0.33%
26 LPL Financial LLC 21,613 1,018,000 0.47%
27 Parsec Financial Management, Inc. 21,404 1,021,000 0.47%
28 JPMORGAN CHASE & CO 24,460 1,167,000 0.54%
29 Evercore Wealth Management, LLC 26,015 1,240,000 0.57%
30 Baystate Wealth Management LLC 27,594 1,317,000 0.61%
31 ADVISORY RESEARCH INC 30,620 1,461,000 0.67%
32 BANK OF AMERICA CORP /DE/ 30,696 1,465,000 0.68%
33 Ironsides Asset Advisors, LLC 30,888 1,474,000 0.68%
34 CREDIT SUISSE AG/ 32,566 1,554,000 0.72%
35 LADENBURG THALMANN FINANCIAL SERVICES INC. 32,679 1,560,000 0.72%
36 AMERICAN INTERNATIONAL GROUP, INC. 32,824 1,566,361 0.72%
37 UBS Group AG 33,516 1,599,000 0.74%
38 Commonwealth Equity Services, Inc 36,588 1,746,000 0.80%
39 Blue Chip Partners, LLC 41,490 1,980,000 0.91%
40 GUPTA WEALTH MANAGEMENT LLC 42,330 2,020,000 0.93%
41 KWMG, LLC 44,995 2,147,000 0.99%
42 BAIRD FINANCIAL GROUP, INC. 46,529 2,220,000 1.02%
43 Ruggie Capital Group 48,725 2,326,000 1.07%
44 Apriem Advisors 48,860 2,332,000 1.07%
45 ENVESTNET ASSET MANAGEMENT INC 50,074 2,390,000 1.10%
46 Evanson Asset Management, LLC 53,863 2,570,000 1.18%
47 CORDA Investment Management, LLC. 55,772 2,661,000 1.23%
48 Bank of New York Mellon Corp 58,478 2,791,000 1.29%
49 JANE STREET GROUP, LLC 68,568 3,272,000 1.51%
50 JFS WEALTH ADVISORS, LLC 91,748 4,378,000 2.02%
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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.