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

Institutional Holders (2015Q1)
Portfolio Summary: 28 Institutional holders with a total value of $26,813,673.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Gradient Investments LLC 526,238 9,572,000 35.70%
2 GOLDMAN SACHS GROUP INC 241,016 4,384,000 16.35%
3 MORGAN STANLEY 157,805 2,870,000 10.70%
4 IndexIQ Advisors LLC 85,870 1,562,000 5.83%
5 Mosaic Financial Partners, Inc. 84,942 1,545,000 5.76%
6 3D ASSET MANAGEMENT, INC 80,075 1,457,000 5.43%
7 BANK OF AMERICA CORP /DE/ 50,118 911,000 3.40%
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,043 765,000 2.85%
9 UBS Group AG 41,926 763,000 2.85%
10 JANE STREET GROUP, LLC 40,595 738,000 2.75%
11 Genesis Wealth Advisors, LLC 32,258 589,163 2.20%
12 LPL Financial LLC 14,782 270,000 1.01%
13 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14,599 265,000 0.99%
14 Evanson Asset Management, LLC 14,158 258,000 0.96%
15 ROYAL BANK OF CANADA 14,128 257,000 0.96%
16 ENVESTNET ASSET MANAGEMENT INC 13,296 242,000 0.90%
17 BBVA USA Bancshares, Inc. 10,762 196,000 0.73%
18 US BANCORP \DE\ 2,371 43,000 0.16%
19 CITIGROUP INC 1,875 34,000 0.13%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,521 28,000 0.10%
21 SEI INVESTMENTS CO 1,080 20,000 0.07%
22 Evercore Wealth Management, LLC 1,000 18,000 0.07%
23 TRUST CO OF VERMONT 500 9,000 0.03%
24 WELLS FARGO & COMPANY/MN 353 6,000 0.02%
25 WESTPORT RESOURCES MANAGEMENT INC 265 5,000 0.02%
26 WFG Advisors, LP 286 5,000 0.02%
27 Simplicity Solutions, LLC 83 1,510 0.01%
28 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.