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

Institutional Holders (2014Q4)
Portfolio Summary: 6 Institutional holders with a total value of $45,983,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hodges Capital Management Inc. 1,817,199 28,485,000 61.95%
2 CASTLEARK MANAGEMENT LLC 774,210 12,136,000 26.39%
3 MONTAG A & ASSOCIATES INC 156,820 2,458,000 5.35%
4 Bollard Group LLC 100,000 1,567,000 3.41%
5 ROTHSCHILD INVESTMENT LLC /IL 63,288 992,000 2.16%
6 S&CO INC 22,000 345,000 0.75%

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.