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

Institutional Holders (2014Q1)
Portfolio Summary: 22 Institutional holders with a total value of $14,010,415.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Capital Management LLC 59,704 3,646,000 26.02% SH
2 ROYAL BANK OF CANADA 40,326 2,462,000 17.57%
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,769 1,512,000 10.79%
4 WELLS FARGO & COMPANY/MN 24,006 1,466,000 10.46%
5 GOLDMAN SACHS GROUP INC 14,834 906,000 6.47%
6 MORGAN STANLEY 10,916 667,000 4.76%
7 Bank of New York Mellon Corp 10,153 620,000 4.43%
8 Cetera Advisor Networks LLC 8,891 541,000 3.86%
9 Placemark Investments, Inc. 5,353 327,000 2.33%
10 Virtu KCG Holdings LLC 5,232 319,000 2.28%
11 Lattice Strategies LLC 4,565 279,000 1.99%
12 UBS AG 4,410 269,000 1.92%
13 JANE STREET GROUP, LLC 4,103 251,000 1.79%
14 LPL Financial LLC 3,780 231,000 1.65%
15 Commonwealth Equity Services, Inc 3,484 213,000 1.52%
16 BANK OF AMERICA CORP /DE/ 3,099 190,000 1.36%
17 First City Capital Management, Inc. 580 35,415 0.25%
18 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 500 31,000 0.22%
19 AMERIPRISE FINANCIAL INC 364 22,000 0.16%
20 FIFTH THIRD BANCORP 223 14,000 0.10%
21 B. Riley Wealth Management, Inc. 100 6,000 0.04%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 45 3,000 0.02%

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.