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

Institutional Holders (2014Q4)
Portfolio Summary: 29 Institutional holders with a total value of $31,246,402.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FINANCIAL CONSULATE, INC 224,152 9,849,000 31.52%
2 BANK OF AMERICA CORP /DE/ 104,823 4,606,000 14.74%
3 MORGAN STANLEY 62,311 2,738,000 8.76%
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,625 2,224,000 7.12%
5 JANE STREET GROUP, LLC 42,857 1,883,000 6.03%
6 Partnervest Advisory Services LLC 40,793 1,792,000 5.74%
7 Fusion Investment Group, LLC 38,534 1,693,000 5.42%
8 Commonwealth Equity Services, Inc 34,891 1,533,000 4.91%
9 WELLS FARGO & COMPANY/MN 29,574 1,300,000 4.16%
10 UBS Group AG 26,569 1,167,000 3.73%
11 OLD MISSION CAPITAL LLC 10,911 479,000 1.53%
12 Cambridge Investment Research Advisors, Inc. 8,513 374,000 1.20%
13 LPL Financial LLC 7,668 337,000 1.08%
14 Concert Wealth Management Inc. 7,508 325,000 1.04%
15 CREDIT SUISSE AG/ 6,589 290,000 0.93%
16 Evanson Asset Management, LLC 5,447 239,000 0.76%
17 ROYAL BANK OF CANADA 2,553 112,000 0.36%
18 NATIONAL PLANNING CORP 1,780 76,515 0.24%
19 Raab & Moskowitz Asset Management LLC 992 44,000 0.14%
20 BARCLAYS PLC 1,000 43,000 0.14%
21 Creative Planning 755 33,000 0.11%
22 BANK OF MONTREAL /CAN/ 630 28,000 0.09%
23 B. Riley Wealth Advisors, Inc. 500 22,000 0.07%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 436 19,000 0.06%
25 NEXT Financial Group, Inc 250 11,000 0.04%
26 Regal Investment Advisors LLC 225 10,000 0.03%
27 AMERICAN INTERNATIONAL GROUP, INC. 225 9,887 0.03%
28 ENVESTNET ASSET MANAGEMENT INC 205 9,000 0.03%
29 Parallax Volatility Advisers, L.P. 1 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.