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

Institutional Holders (2015Q1)
Portfolio Summary: 57 Institutional holders with a total value of $84,550,160.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 485,430 21,296,000 25.19%
2 MORGAN STANLEY 274,986 12,063,000 14.27%
3 BANK OF AMERICA CORP /DE/ 271,176 11,896,000 14.07%
4 LPL Financial LLC 113,379 4,996,000 5.91%
5 Jacobus Wealth Management, Inc. 70,095 3,075,000 3.64%
6 SNS Financial Group, LLC 63,791 2,799,000 3.31%
7 UBS Group AG 58,773 2,578,000 3.05%
8 Commonwealth Equity Services, Inc 53,134 2,331,000 2.76%
9 PEAPACK GLADSTONE FINANCIAL CORP 47,690 2,092,160 2.47%
10 OLD NATIONAL BANCORP /IN/ 45,901 2,014,000 2.38%
11 Bank of New York Mellon Corp 44,219 1,939,000 2.29%
12 M&T BANK CORP 35,150 1,542,000 1.82%
13 TRUST CO OF VERMONT 31,455 1,380,000 1.63%
14 Telos Capital Management, Inc. 30,888 1,355,000 1.60%
15 FIRSTMERIT BANK N A TRUSTEE 29,505 1,295,000 1.53%
16 BENJAMIN F. EDWARDS & COMPANY, INC. 27,099 1,189,000 1.41%
17 AMERIPRISE FINANCIAL INC 25,752 1,127,000 1.33%
18 ROYAL BANK OF CANADA 19,018 834,000 0.99%
19 Pinnacle Advisory Group, Inc. 15,592 684,000 0.81%
20 PNC FINANCIAL SERVICES GROUP, INC. 13,600 596,000 0.70%
21 RAYMOND JAMES & ASSOCIATES 13,430 589,000 0.70%
22 ENVESTNET ASSET MANAGEMENT INC 12,910 566,000 0.67%
23 Capital Advisors, Ltd. LLC 12,255 538,000 0.64%
24 CITIGROUP INC 12,073 530,000 0.63%
25 RAND WEALTH, LLC 11,394 500,000 0.59%
26 GOLDMAN SACHS GROUP INC 10,600 465,000 0.55%
27 GHP Investment Advisors, Inc. 10,592 465,000 0.55%
28 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,065 398,000 0.47%
29 TCI Wealth Advisors, Inc. 8,703 382,000 0.45%
30 First Allied Advisory Services, Inc. 8,400 369,000 0.44%
31 SouthState Bank Corp 8,267 363,000 0.43%
32 Creative Planning 7,942 348,000 0.41%
33 Wharton Business Group, LLC 7,157 314,000 0.37%
34 Sigma Planning Corp 6,890 302,000 0.36%
35 WADE G W & INC 5,950 261,000 0.31%
36 CREDIT SUISSE AG/ 5,354 235,000 0.28%
37 Yorktown Management & Research Co Inc 5,250 230,000 0.27%
38 OPTIMUM INVESTMENT ADVISORS 3,100 136,000 0.16%
39 MSI Financial Services Inc 1,510 66,000 0.08%
40 BARCLAYS PLC 1,500 65,000 0.08%
41 Carroll Financial Associates, Inc. 1,220 54,000 0.06%
42 BANK OF MONTREAL /CAN/ 930 41,000 0.05%
43 Evercore Wealth Management, LLC 769 34,000 0.04%
44 FEDERATED HERMES, INC. 755 33,000 0.04%
45 FIFTH THIRD BANCORP 729 32,000 0.04%
46 MANAGED ACCOUNT ADVISORS LLC 734 32,000 0.04%
47 HIGH POINT BANK & TRUST CO 600 26,000 0.03%
48 CANADA LIFE ASSURANCE Co 569 25,000 0.03%
49 NEXT Financial Group, Inc 501 21,000 0.02%
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 285 13,000 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.