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WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 10 Institutional holders with a total value of $23,009,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SUMMIT CAPITAL MANAGEMENT LLC 471,607 10,399,000 45.20%
2 CALDWELL & ORKIN INC 172,245 3,798,000 16.51%
3 PATTEN & PATTEN INC/TN 139,027 3,066,000 13.33%
4 Veritable, L.P. 88,152 1,944,000 8.45%
5 InterOcean Capital, LLC 63,232 1,394,000 6.06%
6 Savant Capital, LLC 41,481 915,000 3.98%
7 Azimuth Capital Management LLC 41,395 913,000 3.97%
8 BAINCO INTERNATIONAL INVESTORS 15,400 340,000 1.48%
9 ROTHSCHILD INVESTMENT LLC /IL 10,113 223,000 0.97%
10 SYNOVUS FINANCIAL CORP 790 17,000 0.07%

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.