Vault-13

WISDOMTREE TR DEM

EMER MKT HIGH FD · ETP · CUSIP 97717W315

327 institutional holders +19 vs Q1 2025
47,266,63347.3m shares reported held*
$2.1bnreported value*
36 new 124 added 104 reduced 17 sold out net bought ≈ $85.3m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.42. Options: 2 managers hold calls ($951.1k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 242Q4 22: 256Q1 23: 268Q2 23: 281Q3 23: 282Q4 23: 301Q1 24: 302Q2 24: 301Q3 24: 306Q4 24: 319Q1 25: 308Q2 25: 327327Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022242
Q4 2022256
Q1 2023268
Q2 2023281
Q3 2023282
Q4 2023301
Q1 2024302
Q2 2024301
Q3 2024306
Q4 2024319
Q1 2025308
Q2 2025327

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 132 bought or addedQ3 23: 119 cut or sold outQ4 23: 128 bought or addedQ4 23: 136 cut or sold outQ4 23Q1 24: 133 bought or addedQ1 24: 139 cut or sold outQ2 24: 141 bought or addedQ2 24: 129 cut or sold outQ2 24Q3 24: 144 bought or addedQ3 24: 124 cut or sold outQ4 24: 137 bought or addedQ4 24: 131 cut or sold outQ4 24Q1 25: 140 bought or addedQ1 25: 147 cut or sold outQ2 25: 160 bought or addedQ2 25: 121 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023132119
Q4 2023128136
Q1 2024133139
Q2 2024141129
Q3 2024144124
Q4 2024137131
Q1 2025140147
Q2 2025160121

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 24 calls: $215.6kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $234.8kQ4 24 puts: $218.6kQ4 24P/C 0.93Q1 25 calls: $244.1kQ1 25 puts: $42.1kQ1 25P/C 0.17Q2 25 calls: $951.1kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$215.6k$00.00
Q4 2024$234.8k$218.6k0.93
Q1 2025$244.1k$42.1k0.17
Q2 2025$951.1k$00.00

Biggest buyers

ROYAL BANK OF CANADA Added +647,555+647.6k
LPL Financial LLC Added +468,560+468.6k
Rockefeller Capital Management L.P. Added +236,696+236.7k
CITADEL ADVISORS LLC New +154,035+154.0k
Mariner, LLC Added +137,228+137.2k
MORGAN STANLEY Added +137,198+137.2k
Kestra Advisory Services, LLC Added +92,484+92.5k
Private Wealth Advisors, LLC Added +87,851+87.9k
ENVESTNET ASSET MANAGEMENT INC Added +80,649+80.6k
Vestmark Advisory Solutions, Inc. Added +63,932+63.9k

Biggest sellers

Kestra Investment Management, LLC Reduced -961,690-961.7k
OLD MISSION CAPITAL LLC Reduced -248,081-248.1k
WELLS FARGO & COMPANY/MN Reduced -137,185-137.2k
Clayton Financial Group LLC Sold out -135,844-135.8k
Eagle Strategies LLC Reduced -86,859-86.9k
BANK OF AMERICA CORP /DE/ Reduced -79,472-79.5k
Norris Financial Group, LLC Reduced -46,595-46.6k
AMERIPRISE FINANCIAL INC Reduced -30,206-30.2k
CAPTRUST FINANCIAL ADVISORS Reduced -26,185-26.2k
Creative Planning Reduced -21,662-21.7k

Biggest calls

CITADEL ADVISORS LLC Added $588.8k13.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $362.3k8.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 8,125,4218.1m $368.0m $368.0m 0.02% Added +137.2k +137,198
2 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,580,7985.6m $252.8m $252.8m 0.02% Reduced -79.5k -79,472
3 Kestra Investment Management, LLC 2.18% of their portfolio AUSTIN, TX 3,273,5183.3m $141.5m $141.5m 2.18% Reduced -961.7k -961,690
4 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,861,2932.9m $129.6m $129.6m 0.03% Reduced -137.2k -137,185
5 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,523,5842.5m $114.3m $114.3m 0.04% Added +468.6k +468,560
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,322,5192.3m $105.2m $105.2m 0.03% Reduced -30.2k -30,206
7 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 2,161,1892.2m $97.9m $97.9m 0.08% Reduced -21.7k -21,662
8 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,879,2081.9m $85.1m $85.1m 0.02% Added +41.9k +41,906
9 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,571,6381.6m $71.2m $71.2m 0.02% Added +80.6k +80,649
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,235,2201.2m $55.9m $55.9m 0.01% Added +647.6k +647,555
11 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 720,682720.7k $32.6m $32.6m 0.04% Added +18.2k +18,240
12 CWM, LLC 0.10% of their portfolio OMAHA, NE 652,588652.6k $29.6m $29.6m 0.10% Reduced -16.8k -16,802
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 619,107619.1k $28.0m $28.0m 0.00% Added +26.0k +26,039
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 592,480592.5k $26.8m $26.8m 0.01% Added +55.0k +54,959
15 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 535,984536.0k $24.3m $24.3m 0.05% Added +41.7k +41,706
16 ASPIRIANT, LLC 0.61% of their portfolio San Francisco, CA 422,475422.5k $19.1m $19.1m 0.61% Reduced -17.3k -17,287
17 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 407,117407.1k $18.4m $18.4m 0.02% Added +1.2k +1,207
18 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.42% of their portfolio LOS ANGELES, CA 405,021405.0k $18.3m $18.3m 0.42% Added +24.8k +24,750
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 401,289401.3k $18.5m $18.5m 0.03% Added +20.4k +20,390
20 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 386,617386.6k $17.5m $17.5m 0.04% Added +3.0k +3,015
21 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 382,493382.5k $17.3m $17.3m 0.03% Reduced -6.1k -6,137
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 372,478372.5k $16.9m $16.9m 0.01% Added +268 +268
23 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 365,144365.1k $16.5m $16.5m 0.02% Added +236.7k +236,696
24 Mariner, LLC 0.02% of their portfolio Overland Park, KS 352,246352.2k $16.0m $16.0m 0.02% Added +137.2k +137,228
25 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 311,419311.4k $14.1m $14.1m 0.03% Unchanged
26 Linscomb Wealth, Inc. 0.59% of their portfolio Houston, TX 285,552285.6k $12.9m $12.9m 0.59% Reduced -1.0k -1,020
27 HUNTINGTON NATIONAL BANK 0.08% of their portfolio COLUMBUS, OH 277,412277.4k $12.6m $12.6m 0.08% Added +13.1k +13,108
28 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 271,359271.4k $12.3m $12.3m 0.04% Added +793 +793
29 Private Wealth Advisors, LLC 4.54% of their portfolio Fresno, CA 255,213255.2k $11.6m $11.6m 4.54% Added +87.9k +87,851
30 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 254,558254.6k $11.5m $11.5m 0.06% Added +92.5k +92,484
31 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 251,301251.3k $11.4m $11.4m 0.02% Reduced -119 -119
32 CANANDAIGUA NATIONAL BANK & TRUST CO 1.01% of their portfolio CANANDAIGUA, NY 241,854241.9k $11.0m $11.0m 1.01% Added +23.4k +23,390
33 Capital Analysts, LLC 0.36% of their portfolio FORT WASHINGTON, PA 240,428240.4k $10.9m $10.9m 0.36% Added +7.5k +7,463
34 Valmark Advisers, Inc. 0.15% of their portfolio AKRON, OH 232,722232.7k $10.5m $10.5m 0.15% Added +8.7k +8,745
35 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 221,794221.8k $10.0m $10.0m 0.00% Reduced -5.9k -5,894
36 Cornerstone Wealth Group, LLC 0.58% of their portfolio HUNTERSVILLE, NC 170,458170.5k $7.7m $7.7m 0.58% Reduced -6.4k -6,393
37 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 166,507166.5k $7.5m $7.5m 0.04% Reduced -10.6k -10,553
38 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 165,411165.4k $7.5m $7.5m 0.06% Added +15.7k +15,655
39 Composition Wealth, LLC 0.12% of their portfolio LOS ANGELES, CA 162,397162.4k $7.4m $7.4m 0.12% Reduced -16.1k -16,100
40 WCG Wealth Advisors LLC 0.47% of their portfolio LAS VEGAS, NV 159,634159.6k $7.2m $7.2m 0.47% Added +50.4k +50,447
41 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 154,035154.0k $7.0m $7.0m 0.01% New
42 AssuredPartners Investment Advisors, LLC 1.64% of their portfolio Tampa, FL 148,010148.0k $6.7m $6.7m 1.64% Added +23.4k +23,425
43 Cascade Financial Partners, LLC 0.78% of their portfolio SAN DIEGO, CA 143,904143.9k $6.5m $6.5m 0.78% Reduced -5 -5
44 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 135,379135.4k $6.1m $6.1m 0.04% Added +2.4k +2,427
45 Inspire Advisors, LLC 0.60% of their portfolio Meridian, ID 128,748128.7k $5.8m $5.8m 0.60% Added +11.0k +10,966
46 Cheviot Value Management, LLC 0.67% of their portfolio BEVERLY HILLS, CA 126,142126.1k $5.8m $5.8m 0.67% Added +2.3k +2,332
47 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.13% of their portfolio Seattle, WA 125,718125.7k $5.7m $5.7m 0.13% Added +2.8k +2,827
48 Norris Financial Group, LLC 2.21% of their portfolio GREENVILLE, SC 119,253119.3k $5.4m $5.4m 2.21% Reduced -46.6k -46,595
49 Avos Capital Management, LLC 3.04% of their portfolio SEATTLE, WA 117,624117.6k $5.3m $5.3m 3.04% Added +27.2k +27,218
50 COMERICA BANK 0.02% of their portfolio DALLAS, TX 117,162117.2k $5.3m $5.3m 0.02% Reduced -480 -480
51 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 113,208113.2k $5.0m $5.0m 0.01% Added +49.7k +49,686
52 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 112,937112.9k $5.1m $5.1m 0.01% Reduced -3.6k -3,636
53 TD PRIVATE CLIENT WEALTH LLC 0.12% of their portfolio NEW YORK, NY 109,604109.6k $5.0m $5.0m 0.12% Added +6.3k +6,259
54 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 109,102109.1k $4.9m $4.9m 0.04% Reduced -8.2k -8,174
55 Vestmark Advisory Solutions, Inc. 0.07% of their portfolio Wakefield, MA 106,230106.2k $4.8m $4.8m 0.07% Added +63.9k +63,932
56 Stonebridge Wealth Management, LLC 4.41% of their portfolio OAK BROOK, IL 103,181103.2k $4.7m $4.7m 4.41% First filing
57 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 99,24299.2k $4.5m $4.5m 0.01% Added +5.1k +5,060
58 Quantum Portfolio Management LLC 2.07% of their portfolio NEW YORK, NY 95,82295.8k $4.3m $4.3m 2.07% Added +23.8k +23,841
59 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 94,08594.1k $4.3m $4.3m 0.04% Added +13.1k +13,127
60 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 80,74580.7k $3.7m $3.7m 0.03% Added +172 +172
61 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 76,47676.5k $3.5m $3.5m 0.04% Reduced -943 -943
62 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 76,45376.5k $3.5m $3.5m 0.01% Reduced -26.2k -26,185
63 Baker Avenue Asset Management, LP 0.09% of their portfolio SAN FRANCISCO, CA 69,23769.2k $3.1m $3.1m 0.09% Reduced -3.0k -3,014
64 Apeiron RIA LLC 0.78% of their portfolio Dallas, TX 66,76466.8k $3.0m $3.0m 0.78% Reduced -2.6k -2,624
65 Eagle Strategies LLC 0.45% of their portfolio NEW YORK, NY 65,15165.2k $3.0m $3.0m 0.45% Reduced -86.9k -86,859
66 Summit Global Investments 0.17% of their portfolio BOUNTIFUL, UT 62,84762.8k $2.8m $2.8m 0.17% Reduced -1.1k -1,050
67 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 61,81861.8k $2.8m $2.8m 0.01% Added +18.5k +18,477
68 ARBOR TRUST WEALTH ADVISORS, LLC 1.36% of their portfolio ANN ARBOR, MI 61,31461.3k $2.8m $2.8m 1.36% Reduced -554 -554
69 Investors Research Corp 0.52% of their portfolio ATLANTA, GA 58,52658.5k $2.7m $2.7m 0.52% Added +9.6k +9,623
70 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 52,78452.8k $2.4m $2.4m 0.00% Added +1.7k +1,723
71 Axis Wealth Partners, LLC 1.55% of their portfolio EAST PROVIDENCE, RI 52,23652.2k $2.4m $2.4m 1.55% Added +1.2k +1,206
72 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 51,33351.3k $2.3m $2.3m 0.00% Added +372 +372
73 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 51,09351.1k $2.3m $2.3m 0.05% Added +2.1k +2,101
74 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 49,02649.0k $2.2m $2.2m 0.01% Added +4.9k +4,901
75 Old Port Advisors 0.60% of their portfolio PORTLAND, ME 48,35548.4k $2.2m $2.2m 0.60% Added +23.9k +23,892
76 FMR LLC 0.00% of their portfolio BOSTON, MA 48,27148.3k $2.2m $2.2m 0.00% Added +4.9k +4,904
77 GFS Advisors, LLC 0.30% of their portfolio HOUSTON, TX 47,95548.0k $2.2m $2.2m 0.30% Reduced -5.4k -5,408
78 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 46,12946.1k $2.1m $2.1m 0.03% Reduced -1.7k -1,720
79 GREENLEAF TRUST 0.02% of their portfolio KALAMAZOO, MI 45,19845.2k $2.0m $2.0m 0.02% Reduced -745 -745
80 Koshinski Asset Management, Inc. 0.15% of their portfolio DECATUR, IL 45,01045.0k $2.0m $2.0m 0.15% Added +1.5k +1,461
81 FFG RETIREMENT ADVISORS LLC 1.17% of their portfolio CENTENNIAL, CO 41,23341.2k $1.9m $1.9m 1.17% Added +190 +190
82 Dynamic Advisor Solutions LLC 0.06% of their portfolio PHOENIX, AZ 40,70440.7k $1.8m $1.8m 0.06% Reduced -1.4k -1,404
83 Canandaigua National Trust Co of Florida 1.25% of their portfolio CANANDAIGUA, NY 38,90638.9k $1.8m $1.8m 1.25% Added +8.8k +8,819
84 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 38,80238.8k $1.8m $1.8m 0.00% Added +4.9k +4,851
85 Endowment Wealth Management, Inc. 0.87% of their portfolio APPLETON, WI 37,40337.4k $1.7m $1.7m 0.87% Reduced -443 -443
86 MOODY NATIONAL BANK TRUST DIVISION 0.15% of their portfolio GALVESTON, TX 36,55436.6k $1.7m $1.7m 0.15% Unchanged
87 BEACON FINANCIAL GROUP 0.17% of their portfolio DALLAS, TX 35,21235.2k $1.6m $1.6m 0.17% Reduced -4.8k -4,816
88 Janney Capital Management LLC 0.10% of their portfolio PITTSBURGH, PA 34,64734.6k $1.6m $1.6m 0.10% Reduced -210 -210
89 WealthPlan Investment Management, LLC 0.11% of their portfolio OMAHA, NE 33,49933.5k $1.5m $1.5m 0.11% Reduced -207 -207
90 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 33,48533.5k $1.5m $1.5m 0.00% Added +22.2k +22,217
91 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 33,39533.4k $1.5m $1.5m 0.04% Reduced -248.1k -248,081
92 CX Institutional 0.05% of their portfolio AUBURN, IN 33,23733.2k $1.5m $1.5m 0.05% Added +431 +431
93 Mirador Capital Partners LP 0.24% of their portfolio PLEASANTON, CA 32,55132.6k $1.5m $1.5m 0.24% Reduced -1.7k -1,676
94 First City Capital Management, Inc. 0.83% of their portfolio SAVANNAH, GA 31,69731.7k $1.4m $1.4m 0.83% Reduced -558 -558
95 DRIVE WEALTH MANAGEMENT, LLC 0.31% of their portfolio LEHI, UT 31,13831.1k $1.4m $1.4m 0.31% Reduced -652 -652
96 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 31,13231.1k $1.4m $1.4m 0.04% Reduced -6.3k -6,337
97 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 29,54229.5k $1.3m $1.3m 0.07% Reduced -538 -538
98 NewSquare Capital LLC 0.10% of their portfolio NEWTOWN SQUARE, PA 29,24829.2k $1.3m $1.3m 0.10% Added +1.8k +1,798
99 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 28,75228.8k $1.3m $1.3m 0.00% Reduced -1.0k -1,021
100 Regal Investment Advisors LLC 0.10% of their portfolio KENTWOOD, MI 28,55428.6k $1.3m $1.3m 0.10% Reduced -583 -583