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

Institutional Holders (2015Q1)
Portfolio Summary: 35 Institutional holders with a total value of $143,468,659.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,447,914 64,113,000 44.69%
2 ROYAL BANK OF CANADA 295,369 13,078,000 9.12%
3 WELLS FARGO & COMPANY/MN 268,637 11,895,000 8.29%
4 Euclid Advisors LLC 214,700 9,507,000 6.63%
5 COMERICA BANK 170,899 7,568,000 5.28%
6 Orion Porfolio Solutions, LLC 143,629 6,360,000 4.43%
7 BANK OF AMERICA CORP /DE/ 133,678 5,919,000 4.13%
8 UBS Group AG 112,298 4,973,000 3.47%
9 Commonwealth Equity Services, Inc 91,798 4,065,000 2.83%
10 Live Your Vision, LLC 72,445 3,208,000 2.24%
11 Cambria Investment Management, L.P. 52,989 2,347,000 1.64%
12 First Allied Asset Management, Inc. 48,158 2,138,000 1.49%
13 VSR Financial Services, Inc. 38,479 1,704,000 1.19%
14 COLONY GROUP LLC 34,540 1,529,000 1.07%
15 Pinnacle Summer Investments, Inc. 27,584 1,221,000 0.85%
16 Mosaic Financial Partners, Inc. 23,877 1,057,000 0.74%
17 Atria Investments, Inc 13,081 579,000 0.40%
18 Accuvest Global Advisors 12,592 558,000 0.39%
19 3D ASSET MANAGEMENT, INC 8,933 396,000 0.28%
20 Prospera Financial Services Inc 5,455 242,000 0.17%
21 Sigma Planning Corp 4,933 218,000 0.15%
22 LPL Financial LLC 4,565 201,000 0.14%
23 MANAGED ACCOUNT ADVISORS LLC 4,190 186,000 0.13%
24 Advisors Preferred, LLC 3,425 151,659 0.11%
25 Transamerica Financial Advisors, LLC 1,795 80,000 0.06%
26 WFG Advisors, LP 1,400 62,000 0.04%
27 AXA S.A. 1,240 55,000 0.04%
28 Advisory Services Network, LLC 820 36,000 0.03%
29 PNC FINANCIAL SERVICES GROUP, INC. 316 14,000 0.01%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 101 4,000 0.00%
31 NewSquare Capital LLC 35 2,000 0.00%
32 Private Ocean, LLC 20 1,000 0.00%
33 WEALTHPLAN PARTNERS, LLC 25 1,000 0.00%
34 Gradient Investments LLC 10 0 0.00%
35 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.