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

Institutional Holders (2015Q2)
Portfolio Summary: 68 Institutional holders with a total value of $267,404,448.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 931,027 47,519,000 17.77%
2 TCV Trust & Wealth Management, Inc. 561,365 28,652,000 10.71%
3 MISSION WEALTH MANAGEMENT, LLC 514,861 26,670,000 9.97%
4 UBS Group AG 501,884 25,616,000 9.58%
5 BANK OF AMERICA CORP /DE/ 467,493 23,861,000 8.92%
6 WELLS FARGO & COMPANY/MN 443,299 22,626,000 8.46%
7 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 305,522 15,594,000 5.83%
8 HENGEHOLD CAPITAL MANAGEMENT LLC 251,691 12,846,000 4.80%
9 ENVESTNET ASSET MANAGEMENT INC 154,742 7,898,000 2.95%
10 Parsec Financial Management, Inc. 153,061 7,812,000 2.92%
11 Cambridge Investment Research Advisors, Inc. 95,182 4,858,000 1.82%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 90,378 4,613,000 1.73%
13 MOLLER WEALTH PARTNERS 80,783 4,123,000 1.54%
14 UNITED CAPITAL FINANCIAL ADVISORS, LLC 71,841 3,667,000 1.37%
15 CONNORS INVESTOR SERVICES INC 61,848 3,157,000 1.18%
16 COURIER CAPITAL LLC 59,454 3,035,000 1.13%
17 PNC FINANCIAL SERVICES GROUP, INC. 57,989 2,959,000 1.11%
18 Argent Trust Co 32,622 1,665,000 0.62%
19 FDx Advisors, Inc. 28,716 1,466,000 0.55%
20 Baker Ellis Asset Management LLC 28,635 1,462,000 0.55%
21 GIRARD ADVISORY SERVICES, LLC 25,081 1,280,000 0.48%
22 JANE STREET GROUP, LLC 23,892 1,219,000 0.46%
23 LPL Financial LLC 21,779 1,095,000 0.41%
24 Orion Porfolio Solutions, LLC 18,227 930,000 0.35%
25 HALBERT HARGROVE GLOBAL ADVISORS, LLC 17,142 875,000 0.33%
26 WADE G W & INC 17,066 871,000 0.33%
27 Concert Wealth Management Inc. 16,542 844,000 0.32%
28 OLD NATIONAL BANCORP /IN/ 14,694 750,000 0.28%
29 CULBERTSON A N & CO INC 14,678 749,000 0.28% SH
30 M&T BANK CORP 12,079 617,000 0.23%
31 RAY GERALD L & ASSOCIATES LTD 11,298 577,000 0.22%
32 RAYMOND JAMES & ASSOCIATES 11,072 565,000 0.21%
33 STIFEL FINANCIAL CORP 10,609 541,000 0.20%
34 Haverford Trust Co 9,720 496,000 0.19%
35 Commonwealth Equity Services, Inc 8,840 451,000 0.17%
36 CIBC WORLD MARKET INC. 8,167 417,000 0.16%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,922 405,000 0.15%
38 ROYAL BANK OF CANADA 7,612 389,000 0.15%
39 Edgemoor Investment Advisors, Inc. 6,988 357,000 0.13%
40 Genesis Wealth Advisors, LLC 6,776 345,891 0.13%
41 PARAMETRIC PORTFOLIO ASSOCIATES LLC 6,612 337,000 0.13%
42 MANAGED ACCOUNT ADVISORS LLC 5,775 295,000 0.11%
43 Janney Montgomery Scott LLC 5,321 271,584 0.10%
44 FIDUCIARY TRUST CO 4,550 232,000 0.09%
45 Yorktown Management & Research Co Inc 4,500 230,000 0.09%
46 Greylin Investment Management, Inc 4,319 220,000 0.08%
47 M Holdings Securities, Inc. 4,219 215,000 0.08%
48 BANK OF MONTREAL /CAN/ 4,113 210,000 0.08%
49 WFG Advisors, LP 4,096 209,000 0.08%
50 Yellowstone Partners, LLC 4,020 205,000 0.08%
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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.