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

Institutional Holders (2015Q1)
Portfolio Summary: 29 Institutional holders with a total value of $34,565,271.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FINANCIAL CONSULATE, INC 307,451 13,629,000 39.43%
2 BANK OF AMERICA CORP /DE/ 96,418 4,274,000 12.37%
3 MORGAN STANLEY 76,910 3,410,000 9.87%
4 Bank of New York Mellon Corp 47,929 2,125,000 6.15%
5 Partnervest Advisory Services LLC 35,779 1,586,000 4.59%
6 Commonwealth Equity Services, Inc 35,531 1,575,000 4.56%
7 Fusion Investment Group, LLC 34,681 1,537,000 4.45%
8 UBS Group AG 29,226 1,296,000 3.75%
9 WELLS FARGO & COMPANY/MN 18,631 826,000 2.39%
10 MANAGED ACCOUNT ADVISORS LLC 16,034 711,000 2.06%
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,944 618,000 1.79%
12 JANE STREET GROUP, LLC 11,999 532,000 1.54%
13 Cambridge Investment Research Advisors, Inc. 9,618 426,000 1.23%
14 OLD MISSION CAPITAL LLC 8,109 359,000 1.04%
15 Virtu KCG Holdings LLC 6,785 301,000 0.87%
16 CREDIT SUISSE AG/ 6,589 292,000 0.84%
17 LPL Financial LLC 6,484 290,000 0.84%
18 Evanson Asset Management, LLC 5,473 243,000 0.70%
19 Janney Montgomery Scott LLC 5,417 240,000 0.69%
20 ROYAL BANK OF CANADA 1,666 74,000 0.21%
21 Sunbelt Securities, Inc. 1,247 55,278 0.16%
22 BARCLAYS PLC 1,000 44,000 0.13%
23 Creative Planning 755 33,000 0.10%
24 BANK OF MONTREAL /CAN/ 630 28,000 0.08%
25 AMERICAN INTERNATIONAL GROUP, INC. 451 19,993 0.06%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 436 19,000 0.05%
27 NEXT Financial Group, Inc 250 11,000 0.03%
28 Regal Investment Advisors LLC 255 11,000 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.