Ticker: WZRD CUSIP: 26923Q697 Class: OPPORTUNISTIC TR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HighTower Advisors, LLC | 202,518 | $4,461 |
| Pinnacle Financial Partners, Inc. | 120,000 | $2,644 |
| Apella Capital, LLC | 10,000 | $220 |
| EverSource Wealth Advisors, LLC | 190 | $4 |
| UBS Group AG | 45 | $1 |
| Total (5 institutions) | 332,753 | $7,331 |