Vault-13

WISDOMTREE TR EMCB

WSDM EMKTBD FD · ETP · CUSIP 97717X784

27 institutional holders +0 vs Q4 2024
804,478804.5k shares reported held*
$52.6mreported value*
5 new 4 added 11 reduced 6 sold out net bought ≈ $1.8m (+27.3k 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 ≈ $65.41.

Trends to Q1 2025

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: 27Q1 25: 2727Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202230
Q4 202227
Q1 202327
Q2 202324
Q3 202324
Q4 202321
Q1 202419
Q2 202420
Q3 202419
Q4 202427
Q1 202527

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 23: 11 bought or addedQ2 23: 10 cut or sold outQ3 23: 11 bought or addedQ3 23: 11 cut or sold outQ3 23Q4 23: 10 bought or addedQ4 23: 14 cut or sold outQ1 24: 8 bought or addedQ1 24: 11 cut or sold outQ1 24Q2 24: 11 bought or addedQ2 24: 8 cut or sold outQ3 24: 8 bought or addedQ3 24: 10 cut or sold outQ3 24Q4 24: 13 bought or addedQ4 24: 7 cut or sold outQ1 25: 9 bought or addedQ1 25: 17 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231110
Q3 20231111
Q4 20231014
Q1 2024811
Q2 2024118
Q3 2024810
Q4 2024137
Q1 2025917

Biggest buyers

Kestra Advisory Services, LLC New +22,585+22.6k
UBS Group AG Added +21,215+21.2k
FLOW TRADERS U.S. LLC New +16,667+16.7k
Good Life Advisors, LLC Added +15,175+15.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +11,556+11.6k
LPL Financial LLC Added +10,939+10.9k
JONES FINANCIAL COMPANIES LLLP Added +683+683
Frazier Financial Advisors, LLC New +251+251
FMR LLC New +1+1

Biggest sellers

Integrated Wealth Concepts LLC Reduced -49,577-49.6k
Leo Wealth, LLC Sold out -5,070-5.1k
JANE STREET GROUP, LLC Reduced -4,688-4.7k
Anderson Financial Strategies, LLC Reduced -3,446-3.4k
Merit Financial Group, LLC Sold out -3,088-3.1k
OneDigital Investment Advisors LLC Reduced -2,098-2.1k
AE Wealth Management LLC Reduced -1,747-1.7k
Collaborative Wealth Managment Inc. Reduced -1,365-1.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -337-337
NewSquare Capital LLC Reduced -164-164

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 214,506214.5k $14.0m $14.0m 0.01% Added +10.9k +10,939
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 135,353135.4k $8.9m $8.9m 0.00% Added +21.2k +21,215
3 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 127,759127.8k $8.4m $8.4m 0.10% Reduced -49.6k -49,577
4 Good Life Advisors, LLC 0.41% of their portfolio READING, PA 88,06188.1k $5.8m $5.8m 0.41% Added +15.2k +15,175
5 Anderson Financial Strategies, LLC 2.13% of their portfolio DAYTON, OH 53,21253.2k $3.5m $3.5m 2.13% Reduced -3.4k -3,446
6 Collaborative Wealth Managment Inc. 0.98% of their portfolio LAKE MARY, FL 32,01132.0k $2.1m $2.1m 0.98% Reduced -1.4k -1,365
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,80228.8k $1.9m $1.9m 0.00% Reduced -4.7k -4,688
8 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 22,58522.6k $1.5m $1.5m 0.01% New
9 MOODY NATIONAL BANK TRUST DIVISION 0.13% of their portfolio GALVESTON, TX 19,06019.1k $1.2m $1.2m 0.13% Unchanged
10 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 16,66716.7k $1.1m $1.1m 0.05% New
11 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 12,95813.0k $847.6k $847.6k 0.01% Reduced -1.7k -1,747
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,55611.6k $755.9k $755.9k 0.00% New
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,97110.0k $652.2k $652.2k 0.00% Reduced -337 -337
14 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 9,7519.8k $637.8k $637.8k 0.03% First filing
15 NewSquare Capital LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 7,3427.3k $480.2k $480.2k 0.04% Reduced -164 -164
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,0225.0k $328.5k $328.5k 0.00% Reduced -36 -36
17 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,5824.6k $299.7k $299.7k 0.00% Reduced -2.1k -2,098
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0772.1k $136.0k $136.0k 0.00% Reduced -7 -7
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,1601.2k $75.1k $75.1k 0.00% Added +683 +683
20 COMERICA BANK 0.00% of their portfolio DALLAS, TX 763763 $49.9k $49.9k 0.00% Unchanged
21 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 475475 $31.1k $31.1k 0.00% Unchanged
22 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 475475 $31.1k $31.1k 0.00% Unchanged
23 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 251251 $16.4k $16.4k 0.01% New
24 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5757 $3.8k $3.8k 0.00% Unchanged
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2121 $1.4k $1.4k 0.00% Reduced -101 -101
26 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $65 $65 0.00% New
27 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged