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

Institutional Holders (2014Q4)
Portfolio Summary: 63 Institutional holders with a total value of $103,003,887.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Independent Portfolio Consultants, Inc. 0 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 WEALTHFRONT CORP 10 0 0.00%
4 DEUTSCHE BANK AG\ 100 4,000 0.00%
5 ENVESTNET ASSET MANAGEMENT INC 98 4,000 0.00%
6 Advisory Services Network, LLC 152 7,000 0.01%
7 B. Riley Wealth Advisors, Inc. 200 9,000 0.01%
8 Patten Group, Inc. 275 12,000 0.01%
9 NEXT Financial Group, Inc 360 15,000 0.01%
10 CANADA LIFE ASSURANCE Co 569 25,000 0.02%
11 NATIONAL PLANNING CORP 659 27,493 0.03%
12 FIFTH THIRD BANCORP 729 31,000 0.03%
13 FEDERATED HERMES, INC. 755 32,000 0.03%
14 HIGH POINT BANK & TRUST CO 895 39,000 0.04%
15 BANK OF MONTREAL /CAN/ 930 40,000 0.04%
16 MSI Financial Services Inc 1,185 51,000 0.05%
17 Carroll Financial Associates, Inc. 1,220 54,000 0.05%
18 BARCLAYS PLC 1,500 65,000 0.06%
19 Tower Research Capital LLC (TRC) 2,285 98,000 0.10%
20 CREDIT SUISSE AG/ 5,000 215,000 0.21%
21 Yorktown Management & Research Co Inc 5,250 226,000 0.22%
22 WADE G W & INC 5,950 256,000 0.25%
23 EFG Private Wealth Management (Americas) Corp. 6,500 280,000 0.27%
24 Concert Wealth Management Inc. 6,601 287,000 0.28%
25 TCI Wealth Advisors, Inc. 6,703 288,000 0.28%
26 Sigma Planning Corp 6,711 289,000 0.28%
27 First Allied Advisory Services, Inc. 6,900 297,000 0.29%
28 Wharton Business Group, LLC 7,157 308,000 0.30%
29 Creative Planning 8,142 350,000 0.34%
30 OPTIMUM INVESTMENT ADVISORS 8,685 374,000 0.36%
31 OLD MISSION CAPITAL LLC 9,535 410,000 0.40%
32 Capital Advisors, Ltd. LLC 9,972 429,000 0.42%
33 Transamerica Financial Advisors, LLC 10,085 434,000 0.42%
34 SouthState Bank Corp 10,253 441,000 0.43%
35 GHP Investment Advisors, Inc. 10,579 455,000 0.44%
36 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,868 467,000 0.45%
37 RAND WEALTH, LLC 11,394 501,000 0.49%
38 PNC FINANCIAL SERVICES GROUP, INC. 13,600 584,000 0.57%
39 RAYMOND JAMES & ASSOCIATES 14,256 613,000 0.60%
40 Bank of New York Mellon Corp 17,185 739,000 0.72%
41 CITIGROUP INC 17,541 754,000 0.73%
42 AMERIPRISE FINANCIAL INC 24,100 1,036,000 1.01%
43 Telos Capital Management, Inc. 24,968 1,074,000 1.04%
44 GOLDMAN SACHS GROUP INC 25,821 1,111,000 1.08%
45 JANE STREET GROUP, LLC 26,691 1,148,000 1.11%
46 BENJAMIN F. EDWARDS & COMPANY, INC. 26,924 1,158,000 1.12%
47 TRUST CO OF VERMONT 31,065 1,336,000 1.30%
48 M&T BANK CORP 35,051 1,508,000 1.46%
49 Virtu KCG Holdings LLC 38,807 1,669,000 1.62%
50 FIRSTMERIT BANK N A TRUSTEE 42,577 1,831,000 1.78%
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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.