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

Institutional Holders (2014Q3)
Portfolio Summary: 27 Institutional holders with a total value of $24,402,431.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 134,224 6,223,000 25.50%
2 MORGAN STANLEY 74,422 3,450,000 14.14%
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,226 2,329,000 9.54%
4 JANE STREET GROUP, LLC 42,750 1,982,000 8.12%
5 Partnervest Advisory Services LLC 40,533 1,879,000 7.70%
6 Fusion Investment Group, LLC 38,486 1,784,000 7.31%
7 Commonwealth Equity Services, Inc 33,858 1,570,000 6.43%
8 UBS AG 26,222 1,215,000 4.98%
9 WELLS FARGO & COMPANY/MN 25,063 1,162,000 4.76%
10 LPL Financial LLC 11,441 525,000 2.15%
11 Evanson Asset Management, LLC 8,362 388,000 1.59%
12 Cambridge Investment Research Advisors, Inc. 8,344 387,000 1.59%
13 Concert Wealth Management Inc. 8,168 380,000 1.56%
14 CREDIT SUISSE AG/ 6,589 305,000 1.25%
15 OLD NATIONAL BANCORP /IN/ 5,418 251,000 1.03%
16 BLAIR WILLIAM & CO/IL 4,926 228,000 0.93%
17 ROYAL BANK OF CANADA 2,472 114,000 0.47%
18 AMERIPRISE FINANCIAL INC 1,311 61,000 0.25%
19 BARCLAYS PLC 1,000 46,000 0.19%
20 Creative Planning 755 35,000 0.14%
21 BANK OF MONTREAL /CAN/ 630 29,000 0.12%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 435 20,000 0.08%
23 NEXT Financial Group, Inc 250 12,000 0.05%
24 AMERICAN INTERNATIONAL GROUP, INC. 225 10,431 0.04%
25 Regal Investment Advisors LLC 225 10,000 0.04%
26 ENVESTNET ASSET MANAGEMENT INC 150 7,000 0.03%
27 Winslow, Evans & Crocker, Inc. 0 0 0.00%

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.