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WisdomTree Financial
WisdomTree Financial. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 7 Institutional holders with a total value of $26,720,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hodges Capital Management Inc. 2,137,196 24,321,000 91.02%
2 Bollard Group LLC 100,000 1,138,000 4.26%
3 ROTHSCHILD INVESTMENT LLC /IL 61,793 703,000 2.63%
4 Veritable, L.P. 18,300 208,000 0.78%
5 S&CO INC 18,000 205,000 0.77%
6 MONTAG A & ASSOCIATES INC 10,163 116,000 0.43%
7 Pinnacle Summer Investments, Inc. 2,540 29,000 0.11%

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.