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

Institutional Holders (2014Q1)
Portfolio Summary: 52 Institutional holders with a total value of $180,961,174.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 999,806 54,660,000 30.21%
2 TCV Trust & Wealth Management, Inc. 494,381 27,028,000 14.94%
3 BANK OF AMERICA CORP /DE/ 373,981 20,446,000 11.30%
4 WELLS FARGO & COMPANY/MN 233,917 12,788,000 7.07%
5 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 184,832 10,105,000 5.58%
6 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 161,107 8,808,000 4.87%
7 MOLLER WEALTH PARTNERS 105,625 5,775,000 3.19%
8 Cambridge Investment Research Advisors, Inc. 94,439 5,163,000 2.85%
9 UBS AG 83,305 4,554,000 2.52%
10 Placemark Investments, Inc. 73,224 4,003,000 2.21%
11 NewSquare Capital LLC 67,251 3,677,000 2.03%
12 CONNORS INVESTOR SERVICES INC 59,364 3,245,000 1.79%
13 COURIER CAPITAL LLC 51,117 2,795,000 1.54%
14 LPL Financial LLC 37,222 2,035,000 1.12%
15 PNC FINANCIAL SERVICES GROUP, INC. 36,772 2,009,000 1.11%
16 NEW ENGLAND SECURITIES CORP /MA/ 34,138 1,866,000 1.03%
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,167 1,212,000 0.67%
18 ENVESTNET ASSET MANAGEMENT INC 17,795 973,000 0.54%
19 HALBERT HARGROVE GLOBAL ADVISORS, LLC 17,142 937,000 0.52%
20 TOWER TRUST Co 16,520 904,000 0.50%
21 ROYAL BANK OF CANADA 13,432 735,000 0.41%
22 RAY GERALD L & ASSOCIATES LTD 13,284 726,000 0.40%
23 WADE G W & INC 11,800 645,000 0.36%
24 Haverford Trust Co 9,720 531,000 0.29%
25 STIFEL FINANCIAL CORP 8,711 476,000 0.26%
26 Creative Planning 7,850 429,000 0.24%
27 Concert Wealth Management Inc. 7,355 401,000 0.22%
28 Orion Porfolio Solutions, LLC 6,903 377,000 0.21%
29 DEUTSCHE BANK AG\ 6,804 371,000 0.21%
30 CULBERTSON A N & CO INC 6,180 338,000 0.19% SH
31 Janney Montgomery Scott LLC 5,721 312,768 0.17%
32 Commonwealth Equity Services, Inc 5,305 290,000 0.16%
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,703 257,000 0.14%
34 Virtu KCG Holdings LLC 4,661 255,000 0.14%
35 CIBC WORLD MARKET INC. 4,027 220,000 0.12%
36 JPMORGAN CHASE & CO 3,934 215,000 0.12%
37 NATIXIS ADVISORS, LLC 3,767 206,000 0.11%
38 Sequoia Financial Advisors, LLC 3,748 205,000 0.11%
39 KMS FINANCIAL SERVICES, INC 3,720 203,000 0.11%
40 Tortoise Investment Management, LLC 3,000 164,000 0.09%
41 Regal Investment Advisors LLC 2,433 133,000 0.07%
42 US BANCORP \DE\ 2,344 128,000 0.07%
43 BANK OF MONTREAL /CAN/ 1,785 98,000 0.05%
44 LS Investment Advisors, LLC 1,610 88,000 0.05%
45 Capital Advisors, Ltd. LLC 1,205 66,000 0.04%
46 MSI Financial Services Inc 844 46,000 0.03%
47 FIFTH THIRD BANCORP 335 18,000 0.01%
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 255 14,000 0.01%
49 WFG Advisors, LP 234 13,000 0.01%
50 AMERICAN INTERNATIONAL GROUP, INC. 209 11,406 0.01%
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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.