Vault-13

WISDOMTREE TR EMCB

WSDM EMKTBD FD · ETP · CUSIP 97717X784

31 institutional holders +2 vs Q2 2025
931,574931.6k shares reported held*
$62.4mreported value*
8 new 12 added 5 reduced 3 sold out net bought ≈ $13.7m (+204.4k 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. Holder counts are more reliable. Implied quarter-end price ≈ $66.96.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 30Q4 22: 27Q1 23: 27Q2 23: 24Q3 23: 24Q4 23: 21Q1 24: 19Q2 24: 20Q3 24: 19Q4 24: 27Q1 25: 27Q2 25: 29Q3 25: 3131Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202531

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q4 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 25Q2 25: 17 bought or addedQ2 25: 7 cut or sold outQ3 25: 20 bought or addedQ3 25: 8 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231014
Q1 2024811
Q2 2024118
Q3 2024810
Q4 2024137
Q1 2025917
Q2 2025177
Q3 2025208

Biggest buyers

Occidental Asset Management, LLC New +128,712+128.7k
Integrated Wealth Concepts LLC Added +35,273+35.3k
JANE STREET GROUP, LLC New +33,293+33.3k
UBS Group AG Added +13,898+13.9k
Fermata Advisors, LLC New +3,678+3.7k
Rockefeller Capital Management L.P. New +3,218+3.2k
Anderson Financial Strategies, LLC Added +2,997+3.0k
AE Wealth Management LLC Added +2,384+2.4k
JONES FINANCIAL COMPANIES LLLP Added +2,260+2.3k
CITADEL ADVISORS LLC Added +1,508+1.5k

Biggest sellers

LPL Financial LLC Reduced -9,802-9.8k
FLOW TRADERS U.S. LLC Reduced -8,141-8.1k
OneDigital Investment Advisors LLC Sold out -4,149-4.1k
Collaborative Wealth Managment Inc. Reduced -2,387-2.4k
ROYAL BANK OF CANADA Reduced -1,686-1.7k
RAYMOND JAMES FINANCIAL INC Sold out -650-650
GUARDIAN WEALTH ADVISORS, LLC / NC Sold out -475-475
ENVESTNET ASSET MANAGEMENT INC Reduced -49-49

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 212,421212.4k $14.2m $14.2m 0.00% Reduced -9.8k -9,802
2 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 169,572169.6k $11.4m $11.4m 0.10% Added +35.3k +35,273
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 151,259151.3k $10.1m $10.1m 0.00% Added +13.9k +13,898
4 Occidental Asset Management, LLC 1.08% of their portfolio Burlingame, CA 128,712128.7k $8.6m $8.6m 1.08% New
5 Anderson Financial Strategies, LLC 2.20% of their portfolio DAYTON, OH 55,43455.4k $3.7m $3.7m 2.20% Added +3.0k +2,997
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,29333.3k $2.2m $2.2m 0.00% New
7 Collaborative Wealth Managment Inc. 0.76% of their portfolio LAKE MARY, FL 27,97828.0k $1.9m $1.9m 0.76% Reduced -2.4k -2,387
8 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 27,24127.2k $1.8m $1.8m 0.07% Reduced -8.1k -8,141
9 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 26,22526.2k $1.8m $1.8m 0.01% Added +908 +908
10 MOODY NATIONAL BANK TRUST DIVISION 0.11% of their portfolio GALVESTON, TX 19,40619.4k $1.3m $1.3m 0.11% Added +346 +346
11 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 17,23417.2k $1.2m $1.2m 0.01% Added +2.4k +2,384
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,55611.6k $773.7k $773.7k 0.00% Unchanged
13 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 10,78410.8k $722.0k $722.0k 0.02% Added +538 +538
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,7988.8k $589.1k $589.1k 0.00% Reduced -49 -49
15 NewSquare Capital LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 8,1658.2k $546.7k $546.7k 0.04% Added +561 +561
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,5126.5k $436.0k $436.0k 0.00% Added +1.5k +1,508
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4,6034.6k $308.0k $308.0k 0.00% Added +2.3k +2,260
18 Fermata Advisors, LLC 0.06% of their portfolio SONOMA, CA 3,6783.7k $246.3k $246.3k 0.06% New
19 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,2183.2k $215.5k $215.5k 0.00% New
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,6861.7k $113.0k $113.0k 0.00% Reduced -1.7k -1,686
21 Frazier Financial Advisors, LLC 0.04% of their portfolio COLUMBUS, OH 1,0841.1k $72.6k $72.6k 0.04% Added +833 +833
22 COMERICA BANK 0.00% of their portfolio DALLAS, TX 763763 $51.1k $51.1k 0.00% Unchanged
23 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 750750 $50.2k $50.2k 0.00% New
24 Wealth Watch Advisors, INC 0.02% of their portfolio ENGLEWOOD, CO 569569 $38.1k $38.1k 0.02% New
25 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 475475 $31.8k $31.8k 0.00% Unchanged
26 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5959 $3.9k $3.9k 0.00% Added +1 +1
27 CWM, LLC 0.00% of their portfolio OMAHA, NE 4343 $3.0k $3.0k 0.00% New
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2828 $1.9k $1.9k 0.00% Unchanged
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2222 $1.5k $1.5k 0.00% Unchanged
30 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 55 $335 $335 0.00% Unchanged
31 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $67 $67 0.00% New