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

Institutional Holders (2015Q2)
Portfolio Summary: 6 Institutional holders with a total value of $28,470,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hodges Capital Management Inc. 1,093,456 24,018,000 84.36%
2 Bollard Group LLC 100,000 2,196,000 7.71%
3 HIGH POINTE CAPITAL MANAGEMENT LLC 60,740 1,334,000 4.69%
4 S&CO INC 22,000 483,000 1.70%
5 ROTHSCHILD INVESTMENT LLC /IL 17,338 381,000 1.34%
6 Crosspoint Capital Strategies, LLC 2,656 58,000 0.20%

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.