Vault-13

WISDOMTREE TR EMCB

WSDM EMKTBD FD · ETP · CUSIP 97717X784

27 institutional holders +8 vs Q3 2024
767,460767.5k shares reported held*
$49.8mreported value*
6 new 7 added 7 reduced 0 sold out net bought ≈ $4.1m (+63.5k 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 ($584 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.92.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 30Q4 22: 27Q1 23: 27Q2 23: 24Q3 23: 24Q4 23: 21Q1 24: 19Q2 24: 20Q3 24: 19Q4 24: 2727Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202230
Q4 202227
Q1 202327
Q2 202324
Q3 202324
Q4 202321
Q1 202419
Q2 202420
Q3 202419
Q4 202427

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q1 23: 12 bought or addedQ1 23: 6 cut or sold outQ2 23: 11 bought or addedQ2 23: 10 cut or sold outQ2 23Q3 23: 11 bought or addedQ3 23: 11 cut or sold outQ4 23: 10 bought or addedQ4 23: 14 cut or sold outQ4 23Q1 24: 8 bought or addedQ1 24: 11 cut or sold outQ2 24: 11 bought or addedQ2 24: 8 cut or sold outQ2 24Q3 24: 8 bought or addedQ3 24: 10 cut or sold outQ4 24: 13 bought or addedQ4 24: 7 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023126
Q2 20231110
Q3 20231111
Q4 20231014
Q1 2024811
Q2 2024118
Q3 2024810
Q4 2024137

Biggest buyers

JANE STREET GROUP, LLC New +33,490+33.5k
Integrated Wealth Concepts LLC Added +9,440+9.4k
LPL Financial LLC Added +8,213+8.2k
Good Life Advisors, LLC Added +7,639+7.6k
UBS Group AG Added +6,965+7.0k
Leo Wealth, LLC New +5,070+5.1k
CITADEL ADVISORS LLC New +5,058+5.1k
Merit Financial Group, LLC New +3,088+3.1k
COMERICA BANK New +763+763
MOODY NATIONAL BANK TRUST DIVISION Added +597+597

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -8,580-8.6k
OneDigital Investment Advisors LLC Reduced -3,269-3.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -2,718-2.7k
Collaborative Wealth Managment Inc. Reduced -2,650-2.6k
MORGAN STANLEY Reduced -276-276
ROYAL BANK OF CANADA Reduced -36-36
EverSource Wealth Advisors, LLC Reduced -1-1

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 203,567203.6k $13.2m $13.2m 0.01% Added +8.2k +8,213
2 Integrated Wealth Concepts LLC 0.13% of their portfolio WALTHAM, MA 177,336177.3k $11.5m $11.5m 0.13% Added +9.4k +9,440
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 114,138114.1k $7.4m $7.4m 0.00% Added +7.0k +6,965
4 Good Life Advisors, LLC 0.34% of their portfolio READING, PA 72,88672.9k $4.7m $4.7m 0.34% Added +7.6k +7,639
5 Anderson Financial Strategies, LLC 2.22% of their portfolio DAYTON, OH 56,65856.7k $3.7m $3.7m 2.22% First filing
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,49033.5k $2.2m $2.2m 0.00% New
7 Collaborative Wealth Managment Inc. 0.98% of their portfolio LAKE MARY, FL 33,37633.4k $2.2m $2.2m 0.98% Reduced -2.6k -2,650
8 MOODY NATIONAL BANK TRUST DIVISION 0.13% of their portfolio GALVESTON, TX 19,06019.1k $1.2m $1.2m 0.13% Added +597 +597
9 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 14,70514.7k $954.6k $954.6k 0.01% Added +153 +153
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,30810.3k $669.2k $669.2k 0.00% Reduced -2.7k -2,718
11 NewSquare Capital LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 7,5067.5k $487.3k $487.3k 0.04% Added +515 +515
12 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 6,6806.7k $433.7k $433.7k 0.01% Reduced -3.3k -3,269
13 Leo Wealth, LLC 0.03% of their portfolio HURST, TX 5,0705.1k $329.1k $329.1k 0.03% New
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,0585.1k $328.4k $328.4k 0.00% New
15 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 3,0883.1k $200.4k $200.4k 0.00% New
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0842.1k $135.0k $135.0k 0.00% Reduced -36 -36
17 COMERICA BANK 0.00% of their portfolio DALLAS, TX 763763 $49.5k $49.5k 0.00% New
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 477477 $31.0k $31.0k 0.00% Unchanged
19 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 475475 $30.8k $30.8k 0.00% Unchanged
20 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 475475 $30.8k $30.8k 0.00% Unchanged
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 122122 $7.9k $7.9k 0.00% Reduced -276 -276
22 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5757 $3.7k $3.7k 0.00% Reduced -1 -1
23 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4141 $2.7k $2.7k 0.00% New
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2828 $1.8k $1.8k 0.00% Reduced -8.6k -8,580
25 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1212 $779 $779 0.00% Unchanged
26 Capital A Wealth Management, LLC 0.00% of their portfolio CRANBERRY TWP, PA 99 $584 $584 0.00% First filing
27 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged