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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 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 NEXT Financial Group, Inc 109 5,000 0.00%
3 B. Riley Wealth Management, Inc. 133 6,000 0.00%
4 Tarbox Family Office, Inc. 109 6,000 0.00%
5 Simplicity Solutions, LLC 186 9,493 0.00%
6 Karp Capital Management Corp 247 13,000 0.00%
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 380 19,000 0.01%
8 AMERICAN INTERNATIONAL GROUP, INC. 401 20,480 0.01%
9 FineMark National Bank & Trust 530 27,000 0.01%
10 INTEGRATED WEALTH MANAGEMENT 1,200 61,000 0.02%
11 Capital Advisors, Ltd. LLC 1,205 62,000 0.02%
12 MSI Financial Services Inc 1,244 63,000 0.02%
13 LS Investment Advisors, LLC 1,610 82,000 0.03%
14 US BANCORP \DE\ 2,344 120,000 0.04%
15 HIGHLAND CAPITAL MANAGEMENT, LLC 2,500 128,000 0.05%
16 Tortoise Investment Management, LLC 3,000 153,000 0.06%
17 AllSquare Wealth Management LLC 3,190 163,000 0.06%
18 VALLEY NATIONAL ADVISERS INC 3,314 169,000 0.06%
19 Yellowstone Partners, LLC 4,020 205,000 0.08%
20 WFG Advisors, LP 4,096 209,000 0.08%
21 BANK OF MONTREAL /CAN/ 4,113 210,000 0.08%
22 M Holdings Securities, Inc. 4,219 215,000 0.08%
23 Greylin Investment Management, Inc 4,319 220,000 0.08%
24 Yorktown Management & Research Co Inc 4,500 230,000 0.09%
25 FIDUCIARY TRUST CO 4,550 232,000 0.09%
26 Janney Montgomery Scott LLC 5,321 271,584 0.10%
27 MANAGED ACCOUNT ADVISORS LLC 5,775 295,000 0.11%
28 PARAMETRIC PORTFOLIO ASSOCIATES LLC 6,612 337,000 0.13%
29 Genesis Wealth Advisors, LLC 6,776 345,891 0.13%
30 Edgemoor Investment Advisors, Inc. 6,988 357,000 0.13%
31 ROYAL BANK OF CANADA 7,612 389,000 0.15%
32 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,922 405,000 0.15%
33 CIBC WORLD MARKET INC. 8,167 417,000 0.16%
34 Commonwealth Equity Services, Inc 8,840 451,000 0.17%
35 Haverford Trust Co 9,720 496,000 0.19%
36 STIFEL FINANCIAL CORP 10,609 541,000 0.20%
37 RAYMOND JAMES & ASSOCIATES 11,072 565,000 0.21%
38 RAY GERALD L & ASSOCIATES LTD 11,298 577,000 0.22%
39 M&T BANK CORP 12,079 617,000 0.23%
40 CULBERTSON A N & CO INC 14,678 749,000 0.28% SH
41 OLD NATIONAL BANCORP /IN/ 14,694 750,000 0.28%
42 Concert Wealth Management Inc. 16,542 844,000 0.32%
43 WADE G W & INC 17,066 871,000 0.33%
44 HALBERT HARGROVE GLOBAL ADVISORS, LLC 17,142 875,000 0.33%
45 Orion Porfolio Solutions, LLC 18,227 930,000 0.35%
46 LPL Financial LLC 21,779 1,095,000 0.41%
47 JANE STREET GROUP, LLC 23,892 1,219,000 0.46%
48 GIRARD ADVISORY SERVICES, LLC 25,081 1,280,000 0.48%
49 Baker Ellis Asset Management LLC 28,635 1,462,000 0.55%
50 FDx Advisors, Inc. 28,716 1,466,000 0.55%
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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.