WISDOMTREE TR - 97717W166
Detailed investor-level table based on 13F positions.
Early Q2 2014 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 85,380 | 1,793 | 0.0% | 0.0% | 1 | -3,369 | -3.8% | Q1 2014 | May 14, 2014 |
| Greenwich Wealth Management LLC | History | Reduced | 19,788 | 416 | 0.03% | 0.04% | 2 | -1,714 | -7.97% | Q1 2014 | Apr 10, 2014 |
| UBS AG | History | Added to | 7,445 | 156 | 0.0% | 0.0% | 3 | +279 | 3.89% | Q1 2014 | May 16, 2014 |
| CITIGROUP INC | History | No change | 5,000 | 105 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2014 | May 15, 2014 |
| BESSEMER GROUP INC | History | New | 1,714 | 36 | 0.0% | — | 5 | +1,714 | New | Q1 2014 | May 14, 2014 |
| MORGAN STANLEY | History | Added to | 383 | 8 | 0.0% | 0.0% | 6 | +92 | 31.62% | Q1 2014 | May 13, 2014 |
| MetLife Securities, Inc | History | New | 125 | 3 | 0.0% | — | 7 | +125 | New | Q1 2014 | May 21, 2014 |
| WELLS FARGO & COMPANY/MN | History | No change | 80 | 2 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2014 | May 15, 2014 |
| Jane Street Holding, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -70,248 | -100.0% | Q4 2013 | Feb 14, 2014 |
| A. D. Beadell Investment Counsel, Inc. | History | Closed out | 0 | 0 | — | 0.51% | — | -30,230 | -100.0% | Q4 2013 | Feb 04, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.39% | — | -1,300 | -100.0% | Q4 2013 | Feb 27, 2014 |
| Tower Research Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q4 2013 | Jan 31, 2014 |