WisdomTree Trust - 97717X842
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q2 2014
· Q1 2014
Value (USD)
Total reported value ($000)
$5.517M
QoQ value delta ($000)
-$446.2M
(-98.78%)
Implied price effect (QoQ)
+2.19%
Shares
Total shares
111,439
QoQ shares delta
-9,211,840
(-98.8%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Top holders (Q2 2014)
Top 25 only
Full list
Early Q3 2018 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| BLAIR WILLIAM & CO/IL | 1,107 | 22,369 | 0.0% |
| Convergent Wealth Advisors | 935 | 18,890 | 0.13% |
| CREDIT SUISSE AG/ | 803 | 16,235 | 0.0% |
| TRUST CO OF VERMONT | 742 | 14,993 | 0.11% |
| WealthTrust-Arizona, LLC | 713 | 14,403 | 0.76% |
| Clear Harbor Asset Management, LLC | 340 | 6,860 | 0.07% |
| Dynamic Advisors Solutions LLC | 333 | 6,721 | 0.2% |
| DAVENPORT & Co LLC | 283 | 5,725 | 0.0% |
| Bartlett & Co. LLC | 99 | 2,000 | 0.0% |
| JFS WEALTH ADVISORS, LLC | 62 | 1,256 | 0.01% |
| EFG Asset Management (Americas) Corp. | 53 | 1,063 | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 24 | 472 | 0.0% |
| Vigilant Capital Management, LLC | 19 | 376 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 76 | 0.0% |