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

Institutional Holders (2016Q3)
Portfolio Summary: 9 Institutional holders with a total value of $20,190,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Barry Investment Advisors, LLC 459,594 9,936,000 49.21%
2 Guild Investment Management, Inc. 269,940 5,836,000 28.91%
3 CUMBERLAND ADVISORS INC 101,170 2,187,000 10.83%
4 Savant Capital, LLC 36,598 791,000 3.92%
5 Advisors Capital Management, LLC 18,958 410,000 2.03%
6 Azimuth Capital Management LLC 15,230 329,000 1.63%
7 BAINCO INTERNATIONAL INVESTORS 14,400 311,000 1.54%
8 KEELEY ASSET MANAGEMENT CORP 9,728 210,000 1.04%
9 SYNOVUS FINANCIAL CORP 8,340 180,000 0.89%

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.