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

Institutional Holders (2014Q1)
Portfolio Summary: 13 Institutional holders with a total value of $8,395,287.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 53,142 3,108,000 37.02%
2 ROYAL BANK OF CANADA 34,990 2,046,000 24.37%
3 BANK OF AMERICA CORP /DE/ 18,560 1,085,000 12.92%
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,136 944,000 11.24%
5 MURPHY CAPITAL MANAGEMENT INC 10,707 626,000 7.46%
6 Wharton Business Group, LLC 6,830 399,000 4.75%
7 CITIGROUP INC 1,305 76,000 0.91%
8 AMERICAN INTERNATIONAL GROUP, INC. 535 31,287 0.37%
9 CAPTRUST FINANCIAL ADVISORS 500 29,000 0.35%
10 Gradient Investments LLC 450 26,000 0.31%
11 UBS AG 265 16,000 0.19%
12 WELLS FARGO & COMPANY/MN 98 6,000 0.07%
13 Tower Research Capital LLC (TRC) 51 3,000 0.04%

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.