Form 13-F position report

WISDOMTREE TR

Reported by NewSquare Capital LLC

AUNZ CUSIP 97717W216 Manager CIK 0001546989

First reported at 0 shares this quarter.

Unchanged
% of reported 13F value 0 This manager · Q4 2013
Shares 0 Quarter-end amount reported
Reported value $0 Fair value at quarter end
Consecutive quarters held 3 Through Q4 2013

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value

Quarterly position history

How this manager's reported quarter-end position changed over time.

0 quarters
Quarterly reported position history for WISDOMTREE TR held by NewSquare Capital LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
This position's reported history falls outside the five-year preview window. A free account unlocks it. Unlock full history

Who else reported the position

20 managers reported WISDOMTREE TR for Q4 2013.

Managers reporting WISDOMTREE TR in Q4 2013.
Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Added 252,894 +14,861 < 0.01% $4,913,000 3 qtrs
Tortoise Investment Management LLC Reduced 71,667 -42,795 0.76% $1,392,000 3 qtrs
Bank of America Corporation Reduced 27,729 -8,904 < 0.01% $538,000 3 qtrs
SUSQUEHANNA INTERNATIONAL GROUP LLP New 19,929 +19,929 < 0.01% $387,000 3 qtrs
UBS AG Reduced 8,034 -791 < 0.01% $156,000 3 qtrs
Beacon Capital Management Inc New 3,400 +3,400 0.02% $66,000 1 qtr
PNC FINANCIAL SERVICES GROUP INC Unchanged 2,737 0 < 0.01% $53,000 3 qtrs
MOTCO Reduced 1,760 -1,185 < 0.01% $34,000 3 qtrs
Tower Research Capital LLC TRC New 700 +700 < 0.01% $14,000 3 qtrs
Citigroup Inc New 600 +600 < 0.01% $12,000 1 qtr
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2013
Filed
January 06, 2014
Filing type
13F-HR
Position type
ETF

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.