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

Institutional Holders (2015Q2)
Portfolio Summary: 56 Institutional holders with a total value of $96,043,646.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 553,796 23,569,000 24.54%
2 BANK OF AMERICA CORP /DE/ 361,137 15,370,000 16.00%
3 MORGAN STANLEY 267,394 11,380,000 11.85%
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 151,827 6,462,000 6.73%
5 LPL Financial LLC 111,066 4,644,000 4.84%
6 SNS Financial Group, LLC 70,618 3,005,000 3.13%
7 Commonwealth Equity Services, Inc 64,733 2,755,000 2.87%
8 UBS Group AG 59,765 2,544,000 2.65%
9 Jacobus Wealth Management, Inc. 59,280 2,523,000 2.63%
10 PEAPACK GLADSTONE FINANCIAL CORP 47,790 2,033,942 2.12%
11 OLD NATIONAL BANCORP /IN/ 45,901 1,954,000 2.03%
12 TRUST CO OF VERMONT 37,740 1,606,000 1.67%
13 JANE STREET GROUP, LLC 36,037 1,534,000 1.60%
14 M&T BANK CORP 35,576 1,514,000 1.58%
15 Telos Capital Management, Inc. 33,686 1,434,000 1.49%
16 Bank of New York Mellon Corp 31,374 1,335,000 1.39%
17 AMERIPRISE FINANCIAL INC 27,642 1,172,000 1.22%
18 BENJAMIN F. EDWARDS & COMPANY, INC. 27,453 1,168,000 1.22%
19 FIRSTMERIT BANK N A TRUSTEE 25,741 1,095,000 1.14%
20 ROYAL BANK OF CANADA 19,474 829,000 0.86%
21 CITIGROUP INC 17,949 764,000 0.80%
22 RAYMOND JAMES & ASSOCIATES 14,635 623,000 0.65%
23 PNC FINANCIAL SERVICES GROUP, INC. 13,835 588,000 0.61%
24 ENVESTNET ASSET MANAGEMENT INC 12,462 530,000 0.55%
25 Capital Advisors, Ltd. LLC 12,175 518,000 0.54%
26 RAND WEALTH, LLC 11,394 485,000 0.50%
27 TCI Wealth Advisors, Inc. 10,703 456,000 0.47%
28 GHP Investment Advisors, Inc. 10,250 434,000 0.45%
29 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,324 397,000 0.41%
30 GOLDMAN SACHS GROUP INC 7,740 329,000 0.34%
31 SouthState Bank Corp 7,683 327,000 0.34%
32 First Allied Advisory Services, Inc. 7,600 325,000 0.34%
33 Concert Wealth Management Inc. 6,719 285,000 0.30%
34 Orca Investment Management, LLC 6,677 284,000 0.30%
35 Wharton Business Group, LLC 6,297 268,000 0.28%
36 Sigma Planning Corp 6,275 267,000 0.28%
37 WADE G W & INC 5,950 253,000 0.26%
38 Yorktown Management & Research Co Inc 5,250 223,000 0.23%
39 CREDIT SUISSE AG/ 5,000 213,000 0.22%
40 MSI Financial Services Inc 1,945 83,000 0.09%
41 BARCLAYS PLC 1,500 63,000 0.07%
42 Carroll Financial Associates, Inc. 1,220 52,000 0.05%
43 BANK OF MONTREAL /CAN/ 1,200 51,000 0.05%
44 MANAGED ACCOUNT ADVISORS LLC 1,174 50,000 0.05%
45 Tower Research Capital LLC (TRC) 1,117 48,000 0.05%
46 Evercore Wealth Management, LLC 769 33,000 0.03%
47 FEDERATED HERMES, INC. 755 32,000 0.03%
48 FIFTH THIRD BANCORP 729 31,000 0.03%
49 HIGH POINT BANK & TRUST CO 600 26,000 0.03%
50 CANADA LIFE ASSURANCE Co 569 25,000 0.03%
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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.