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

Institutional Holders (2014Q2)
Portfolio Summary: 56 Institutional holders with a total value of $126,389,715.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Pinnacle Advisory Group, Inc. 553,466 28,044,000 22.19%
2 MORGAN STANLEY 527,032 26,705,000 21.13%
3 WELLS FARGO & COMPANY/MN 328,688 16,654,000 13.18%
4 BANK OF AMERICA CORP /DE/ 199,354 10,101,000 7.99%
5 LPL Financial LLC 124,929 6,330,000 5.01%
6 Jacobus Wealth Management, Inc. 75,715 3,836,000 3.04%
7 UBS AG 63,750 3,230,000 2.56%
8 FOUNDERS BANK & TRUST 49,098 2,488,000 1.97%
9 PEAPACK GLADSTONE FINANCIAL CORP 46,700 2,366,289 1.87%
10 Commonwealth Equity Services, Inc 44,871 2,274,000 1.80%
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,931 1,871,000 1.48%
12 SouthState Bank Corp 35,695 1,809,000 1.43%
13 SNS Financial Group, LLC 34,949 1,771,000 1.40%
14 WILMINGTON TRUST CO 34,624 1,754,000 1.39%
15 TRUST CO OF VERMONT 32,471 1,645,000 1.30%
16 FIRSTMERIT BANK N A TRUSTEE 32,166 1,630,000 1.29%
17 Telos Capital Management, Inc. 21,337 1,081,000 0.86%
18 GOLDMAN SACHS GROUP INC 20,117 1,019,000 0.81%
19 AMERIPRISE FINANCIAL INC 18,793 938,000 0.74%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 18,331 929,000 0.74%
21 Bank of New York Mellon Corp 18,278 927,000 0.73%
22 CITIGROUP INC 17,084 866,000 0.69%
23 ROYAL BANK OF CANADA 14,627 741,000 0.59%
24 RAYMOND JAMES & ASSOCIATES 14,193 719,000 0.57%
25 COOKSON PEIRCE & CO INC 11,520 584,000 0.46% SH
26 RAND WEALTH, LLC 11,394 577,000 0.46%
27 Creative Planning 11,116 563,000 0.45%
28 OPTIMUM INVESTMENT ADVISORS 8,835 448,000 0.35%
29 Transamerica Financial Advisors, LLC 8,555 434,000 0.34%
30 Janney Montgomery Scott LLC 8,334 422,292 0.33%
31 Capital Advisors, Ltd. LLC 7,964 404,000 0.32%
32 First Allied Advisory Services, Inc. 7,800 396,000 0.31%
33 Wharton Business Group, LLC 7,317 371,000 0.29%
34 Concert Wealth Management Inc. 7,263 351,000 0.28%
35 TCI Wealth Advisors, Inc. 6,703 340,000 0.27%
36 Evanson Asset Management, LLC 6,007 304,000 0.24%
37 CREDIT SUISSE AG/ 5,000 253,000 0.20%
38 Yorktown Management & Research Co Inc 4,600 233,000 0.18%
39 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,200 213,000 0.17%
40 Private Advisor Group, LLC 4,131 209,000 0.17%
41 BARCLAYS PLC 2,100 105,000 0.08%
42 Carroll Financial Associates, Inc. 1,220 62,000 0.05%
43 MSI Financial Services Inc 1,089 55,000 0.04%
44 HIGH POINT BANK & TRUST CO 895 45,000 0.04%
45 BENJAMIN F. EDWARDS & COMPANY, INC. 815 41,000 0.03%
46 Evercore Wealth Management, LLC 769 39,000 0.03%
47 FEDERATED HERMES, INC. 755 38,000 0.03%
48 FIFTH THIRD BANCORP 729 37,000 0.03%
49 1919 Investment Counsel, LLC 700 36,000 0.03%
50 CANADA LIFE ASSURANCE Co 569 29,000 0.02%
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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.