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

Institutional Holders (2015Q3)
Portfolio Summary: 75 Institutional holders with a total value of $248,180,393.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 853,337 38,758,000 15.62%
2 TCV Trust & Wealth Management, Inc. 573,168 26,034,000 10.49%
3 SG Americas Securities, LLC 425,109 19,308,000 7.78%
4 BANK OF AMERICA CORP /DE/ 425,012 19,305,000 7.78%
5 MISSION WEALTH MANAGEMENT, LLC 388,653 17,653,000 7.11%
6 WELLS FARGO & COMPANY/MN 379,639 17,243,000 6.95%
7 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 305,690 13,884,000 5.59%
8 HENGEHOLD CAPITAL MANAGEMENT LLC 249,355 11,326,000 4.56%
9 UBS Group AG 213,938 9,717,000 3.92%
10 Parsec Financial Management, Inc. 171,407 7,785,000 3.14%
11 JANE STREET GROUP, LLC 116,841 5,307,000 2.14%
12 GOLDMAN SACHS GROUP INC 114,001 5,178,000 2.09%
13 Cambridge Investment Research Advisors, Inc. 100,240 4,553,000 1.83%
14 Composition Wealth, LLC 90,503 4,111,000 1.66%
15 ENVESTNET ASSET MANAGEMENT INC 85,777 3,896,000 1.57%
16 MOLLER WEALTH PARTNERS 78,559 3,568,000 1.44%
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 72,941 3,313,000 1.33%
18 COURIER CAPITAL LLC 62,402 2,834,000 1.14%
19 CONNORS INVESTOR SERVICES INC 62,348 2,832,000 1.14%
20 CITADEL ADVISORS LLC 61,241 2,782,000 1.12%
21 WOODMONT INVESTMENT COUNSEL LLC 61,111 2,776,000 1.12%
22 PNC FINANCIAL SERVICES GROUP, INC. 57,640 2,618,000 1.05%
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 54,575 2,479,000 1.00%
24 Argent Trust Co 38,530 1,750,000 0.71%
25 Baker Ellis Asset Management LLC 32,565 1,479,000 0.60%
26 Raymond James Financial Services Advisors, Inc. 32,511 1,477,000 0.60%
27 NORTHERN TRUST CORP 27,459 1,247,000 0.50%
28 Investors Capital Advisory Services 26,346 1,196,000 0.48%
29 GIRARD ADVISORY SERVICES, LLC 25,821 1,173,000 0.47%
30 Orion Porfolio Solutions, LLC 22,183 1,008,000 0.41%
31 Concert Wealth Management Inc. 19,983 904,000 0.36%
32 HALBERT HARGROVE GLOBAL ADVISORS, LLC 17,142 779,000 0.31%
33 CULBERTSON A N & CO INC 14,678 667,000 0.27% SH
34 WADE G W & INC 14,106 641,000 0.26%
35 OLD NATIONAL BANCORP /IN/ 11,911 541,000 0.22%
36 STIFEL FINANCIAL CORP 11,597 527,000 0.21%
37 M&T BANK CORP 11,148 506,000 0.20%
38 RAYMOND JAMES & ASSOCIATES 11,076 503,000 0.20%
39 RAY GERALD L & ASSOCIATES LTD 10,798 490,000 0.20%
40 ROYAL BANK OF CANADA 10,327 469,000 0.19%
41 LPL Financial LLC 9,709 459,000 0.18%
42 Haverford Trust Co 9,720 441,000 0.18%
43 CIBC WORLD MARKET INC. 9,669 439,000 0.18%
44 Creative Planning 8,731 397,000 0.16%
45 Commonwealth Equity Services, Inc 8,007 364,000 0.15%
46 Edgemoor Investment Advisors, Inc. 6,988 317,000 0.13%
47 PARAMETRIC PORTFOLIO ASSOCIATES LLC 6,731 306,000 0.12%
48 Yellowstone Partners, LLC 5,448 247,000 0.10%
49 ProVise Management Group, LLC 5,387 245,000 0.10%
50 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,122 232,000 0.09%
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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.