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

Institutional Holders (2015Q1)
Portfolio Summary: 7 Institutional holders with a total value of $28,903,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hodges Capital Management Inc. 1,091,283 23,419,000 81.03%
2 Bollard Group LLC 100,000 2,146,000 7.42%
3 HIGH POINTE CAPITAL MANAGEMENT LLC 61,210 1,314,000 4.55%
4 MONTAG A & ASSOCIATES INC 52,490 1,126,000 3.90%
5 S&CO INC 22,000 472,000 1.63%
6 ROTHSCHILD INVESTMENT LLC /IL 17,338 372,000 1.29%
7 Crosspoint Capital Strategies, LLC 2,506 54,000 0.19%

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.