Vault-13

WISDOMTREE TR EMCB

WSDM EMKTBD FD · ETP · CUSIP 97717X784

29 institutional holders +2 vs Q1 2025
828,629828.6k shares reported held*
$54.6mreported value*
4 new 13 added 5 reduced 2 sold out net bought ≈ $1.6m (+24.4k 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 ($15.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.94.

Trends to Q2 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: 27Q2 25: 2929Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202529

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 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 24Q1 25: 9 bought or addedQ1 25: 17 cut or sold outQ2 25: 17 bought or addedQ2 25: 7 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231111
Q4 20231014
Q1 2024811
Q2 2024118
Q3 2024810
Q4 2024137
Q1 2025917
Q2 2025177

Biggest buyers

FLOW TRADERS U.S. LLC Added +18,715+18.7k
Good Life Advisors, LLC Added +13,426+13.4k
LPL Financial LLC Added +7,717+7.7k
Integrated Wealth Concepts LLC Added +6,540+6.5k
Kestra Advisory Services, LLC Added +2,732+2.7k
UBS Group AG Added +2,008+2.0k
AE Wealth Management LLC Added +1,892+1.9k
ROYAL BANK OF CANADA Added +1,295+1.3k
JONES FINANCIAL COMPANIES LLLP Added +1,183+1.2k
RAYMOND JAMES FINANCIAL INC New +650+650

Biggest sellers

JANE STREET GROUP, LLC Sold out -28,802-28.8k
Collaborative Wealth Managment Inc. Reduced -1,646-1.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -1,124-1.1k
Anderson Financial Strategies, LLC Reduced -775-775
OneDigital Investment Advisors LLC Reduced -433-433
CITADEL ADVISORS LLC Reduced -18-18
FMR LLC Sold out -1-1

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 222,223222.2k $14.7m $14.7m 0.00% Added +7.7k +7,717
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 137,361137.4k $9.1m $9.1m 0.00% Added +2.0k +2,008
3 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 134,299134.3k $8.9m $8.9m 0.09% Added +6.5k +6,540
4 Good Life Advisors, LLC 0.42% of their portfolio READING, PA 101,487101.5k $6.7m $6.7m 0.42% Added +13.4k +13,426
5 Anderson Financial Strategies, LLC 2.21% of their portfolio DAYTON, OH 52,43752.4k $3.5m $3.5m 2.21% Reduced -775 -775
6 FLOW TRADERS U.S. LLC 0.09% of their portfolio NEW YORK, NY 35,38235.4k $2.3m $2.3m 0.09% Added +18.7k +18,715
7 Collaborative Wealth Managment Inc. 0.87% of their portfolio LAKE MARY, FL 30,36530.4k $2.0m $2.0m 0.87% Reduced -1.6k -1,646
8 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 25,31725.3k $1.7m $1.7m 0.01% Added +2.7k +2,732
9 MOODY NATIONAL BANK TRUST DIVISION 0.11% of their portfolio GALVESTON, TX 19,06019.1k $1.3m $1.3m 0.11% Unchanged
10 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 14,85014.8k $979.3k $979.3k 0.01% Added +1.9k +1,892
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,55611.6k $762.0k $762.0k 0.00% Unchanged
12 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 10,24610.2k $675.6k $675.6k 0.03% Added +495 +495
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,8478.8k $583.4k $583.4k 0.00% Reduced -1.1k -1,124
14 NewSquare Capital LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 7,6047.6k $501.4k $501.4k 0.04% Added +262 +262
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,0045.0k $330.0k $330.0k 0.00% Reduced -18 -18
16 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,1494.1k $273.6k $273.6k 0.00% Reduced -433 -433
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,3723.4k $222.0k $222.0k 0.00% Added +1.3k +1,295
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,3432.3k $153.8k $153.8k 0.00% Added +1.2k +1,183
19 COMERICA BANK 0.00% of their portfolio DALLAS, TX 763763 $50.3k $50.3k 0.00% Unchanged
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 650650 $42.9k $42.9k 0.00% New
21 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 475475 $31.3k $31.3k 0.00% Unchanged
22 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 475475 $31.3k $31.3k 0.00% Unchanged
23 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 251251 $16.6k $16.6k 0.01% Unchanged
24 Capital A Wealth Management, LLC 0.17% of their portfolio CRANBERRY TWP, PA 239239 $15.3k $15.3k 0.17% New
25 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5858 $3.8k $3.8k 0.00% Added +1 +1
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2828 $1.9k $1.9k 0.00% New
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2222 $1.5k $1.5k 0.00% Added +1 +1
28 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 55 $330 $330 0.00% New
29 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged