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

Institutional Holders (2015Q3)
Portfolio Summary: 15 Institutional holders with a total value of $7,918,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Linscomb Wealth, Inc. 169,274 4,398,000 55.54%
2 UBS Group AG 29,160 758,000 9.57%
3 MORGAN STANLEY 18,402 478,000 6.04%
4 LPL Financial LLC 15,502 420,000 5.30%
5 BANK OF AMERICA CORP /DE/ 14,157 368,000 4.65%
6 CITADEL ADVISORS LLC 12,628 328,000 4.14%
7 Cambridge Investment Research Advisors, Inc. 12,427 323,000 4.08%
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,609 302,000 3.81%
9 ROYAL BANK OF CANADA 10,577 275,000 3.47%
10 Commonwealth Equity Services, Inc 8,903 231,000 2.92%
11 NEXT Financial Group, Inc 1,000 25,000 0.32%
12 Regal Investment Advisors LLC 427 11,000 0.14%
13 Live Your Vision, LLC 24 1,000 0.01%
14 Tower Research Capital LLC (TRC) 12 0 0.00%
15 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.