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

Institutional Holders (2016Q3)
Portfolio Summary: 6 Institutional holders with a total value of $32,551,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,910 153,000 0.47%
2 CLIFFORD SWAN INVESTMENT COUNSEL LLC 20,831 214,000 0.66%
3 S&CO INC 22,000 226,000 0.69%
4 First Dallas Securities Inc. 26,350 272,000 0.84%
5 ROTHSCHILD INVESTMENT LLC /IL 198,831 2,046,000 6.29%
6 Hodges Capital Management Inc. 2,880,496 29,640,000 91.06%

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.