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

Institutional Holders (2014Q3)
Portfolio Summary: 10 Institutional holders with a total value of $10,848,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Linscomb Wealth, Inc. 133,764 3,614,000 33.31%
2 ROYAL BANK OF CANADA 79,946 2,160,000 19.91%
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 76,973 2,080,000 19.17%
4 MORGAN STANLEY 57,387 1,550,000 14.29%
5 BANK OF AMERICA CORP /DE/ 42,497 1,148,000 10.58%
6 LPL Financial LLC 8,218 218,000 2.01%
7 BANK OF MONTREAL /CAN/ 1,062 29,000 0.27%
8 AMERIPRISE FINANCIAL INC 984 27,000 0.25%
9 UBS AG 708 20,000 0.18%
10 Tower Research Capital LLC (TRC) 73 2,000 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.