WISDOMTREE TR EMCB
WSDM EMKTBD FD · ETP · CUSIP 97717X784
27
institutional holders
-3 vs Q3 2022
445.8k
shares reported held*
$27.6mreported value*
2 new
8 added
10 reduced
4 sold out
net sold ≈ $1.8m (-29.1k 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. Holder counts are more reliable. Implied quarter-end price ≈ $61.89.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 30 |
| Q4 2022 | 27 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +20.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +8.3k |
| LPL Financial LLC | Added | +5.7k |
| Comprehensive Wealth Management, LLC | Added | +2.8k |
| Good Life Advisors, LLC | Added | +2.0k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +705 |
| Belpointe Asset Management LLC | New | +500 |
| NewSquare Capital LLC | Added | +130 |
| Advisory Services Network, LLC | New | +30 |
| Realta Investment Advisors | Added | +19 |
Biggest sellers
| COLONY GROUP LLC | Sold out | -46.2k |
| UBS Group AG | Reduced | -6.9k |
| Moors & Cabot, Inc. | Sold out | -5.0k |
| MORGAN STANLEY | Reduced | -2.7k |
| AE Wealth Management LLC | Reduced | -2.6k |
| OneDigital Investment Advisors LLC | Reduced | -1.6k |
| FLOW TRADERS U.S. LLC | Reduced | -1.5k |
| Element Wealth, LLC | Sold out | -1.4k |
| WELLS FARGO & COMPANY/MN | Reduced | -800 |
| Selective Wealth Management, Inc. | Sold out | -655 |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| JANE STREET GROUP, LLC 0.01% of their portfolio | 63.4k $3.9m | Added +20.7k |
| MOODY NATIONAL BANK TRUST DIVISION 0.33% of their portfolio | 62.0k $3.8m | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 52.3k $3.2m | Added +5.7k |
| OneDigital Investment Advisors LLC 0.09% of their portfolio | 49.2k $3.0m | Reduced -1.6k |
| Collaborative Wealth Managment Inc. 1.92% of their portfolio | 47.3k $2.9m | Reduced -378 |
| FLOW TRADERS U.S. LLC 0.15% of their portfolio | 47.2k $2.9m | Reduced -1.5k |
| Good Life Advisors, LLC 0.28% of their portfolio | 33.2k $2.1m | Added +2.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.7k $1.3m | Added +705 |
| AE Wealth Management LLC 0.01% of their portfolio | 18.7k $1.2m | Reduced -2.6k |
| Comprehensive Wealth Management, LLC 0.74% of their portfolio | 13.0k $802.3k | Added +2.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.0k $745.5k | Added +8.3k |
| UBS Group AG 0.00% of their portfolio | 10.1k $624.2k | Reduced -6.9k |
| Cetera Advisors LLC 0.01% of their portfolio | 5.7k $353.3k | Reduced -150 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.4k $209.0k | Reduced -126 |
| NewSquare Capital LLC 0.03% of their portfolio | 3.3k $204.2k | Added +130 |
| MORGAN STANLEY 0.00% of their portfolio | 2.2k $133.2k | Reduced -2.7k |
| Belpointe Asset Management LLC 0.00% of their portfolio | 500 $30.9k | New |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 475 $29.4k | Unchanged |
| GUARDIAN WEALTH ADVISORS, LLC / NC 0.01% of their portfolio | 475 $29.4k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 425 $26.3k | Reduced -800 |
| WHITTIER TRUST CO 0.00% of their portfolio | 262 $16.2k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 125 $8.0k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 81 $5.0k | Unchanged |
| Realta Investment Advisors 0.00% of their portfolio | 38 $2.4k | Added +19 |
| Advisory Services Network, LLC 0.00% of their portfolio | 30 $1.9k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 16 $1.0k | Reduced -16 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |