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

Institutional Holders (2015Q1)
Portfolio Summary: 16 Institutional holders with a total value of $27,815,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SUMMIT CAPITAL MANAGEMENT LLC 278,967 6,360,000 22.87%
2 PATTEN & PATTEN INC/TN 222,990 5,084,000 18.28%
3 CALDWELL & ORKIN INC 153,545 3,501,000 12.59%
4 Guild Investment Management, Inc. 124,690 2,843,000 10.22%
5 Veritable, L.P. 88,152 2,010,000 7.23%
6 AVALON CAPITAL MANAGEMENT 74,100 1,689,000 6.07%
7 InterOcean Capital, LLC 64,582 1,472,000 5.29%
8 CALDWELL & ORKIN INC 57,900 1,320,000 4.75% Call
9 Savant Capital, LLC 41,482 946,000 3.40%
10 Azimuth Capital Management LLC 35,255 804,000 2.89%
11 WBI INVESTMENTS, LLC 23,048 525,000 1.89%
12 BAINCO INTERNATIONAL INVESTORS 15,400 351,000 1.26%
13 Advisors Capital Management, LLC 13,717 313,000 1.13%
14 KEELEY ASSET MANAGEMENT CORP 10,331 236,000 0.85%
15 ROTHSCHILD INVESTMENT LLC /IL 9,204 210,000 0.75%
16 SYNOVUS FINANCIAL CORP 6,605 151,000 0.54%

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.