Vault-13

WISDOMTREE TR EMCB

WSDM EMKTBD FD · ETP · CUSIP 97717X784

30 institutional holders -1 vs Q3 2025
955,894955.9k shares reported held*
$63.6mreported value*
0 new 12 added 9 reduced 2 sold out net bought ≈ $1.3m (+19.2k 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 ≈ $66.50.

Trends to Q4 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: 31Q4 25: 3030Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202530

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q1 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 25Q3 25: 20 bought or addedQ3 25: 8 cut or sold outQ4 25: 12 bought or addedQ4 25: 11 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024811
Q2 2024118
Q3 2024810
Q4 2024137
Q1 2025917
Q2 2025177
Q3 2025208
Q4 20251211

Biggest buyers

LPL Financial LLC Added +14,893+14.9k
Occidental Asset Management, LLC Added +9,903+9.9k
Integrated Wealth Concepts LLC Added +9,773+9.8k
Rockefeller Capital Management L.P. Added +8,246+8.2k
UBS Group AG Added +6,670+6.7k
AE Wealth Management LLC Added +2,775+2.8k
Anderson Financial Strategies, LLC Added +2,652+2.7k
JONES FINANCIAL COMPANIES LLLP Added +2,019+2.0k
Kestra Advisory Services, LLC Added +1,777+1.8k
MOODY NATIONAL BANK TRUST DIVISION Added +293+293

Biggest sellers

JANE STREET GROUP, LLC Reduced -14,398-14.4k
FLOW TRADERS U.S. LLC Reduced -10,805-10.8k
CITADEL ADVISORS LLC Sold out -6,512-6.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -3,742-3.7k
Collaborative Wealth Managment Inc. Reduced -3,626-3.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -418-418
NewSquare Capital LLC Reduced -270-270
VestGen Advisors, LLC Reduced -86-86
ROYAL BANK OF CANADA Reduced -25-25
MORGAN STANLEY Reduced -1-1

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 227,314227.3k $15.1m $15.1m 0.00% Added +14.9k +14,893
2 Integrated Wealth Concepts LLC 0.14% of their portfolio WALTHAM, MA 179,345179.3k $11.9m $11.9m 0.14% Added +9.8k +9,773
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 157,929157.9k $10.5m $10.5m 0.00% Added +6.7k +6,670
4 Occidental Asset Management, LLC 1.11% of their portfolio Burlingame, CA 138,615138.6k $9.2m $9.2m 1.11% Added +9.9k +9,903
5 Anderson Financial Strategies, LLC 2.26% of their portfolio DAYTON, OH 58,08658.1k $3.9m $3.9m 2.26% Added +2.7k +2,652
6 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 28,00228.0k $1.9m $1.9m 0.01% Added +1.8k +1,777
7 Collaborative Wealth Managment Inc. 0.57% of their portfolio LAKE MARY, FL 24,35224.4k $1.6m $1.6m 0.57% Reduced -3.6k -3,626
8 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 20,00920.0k $1.3m $1.3m 0.01% Added +2.8k +2,775
9 MOODY NATIONAL BANK TRUST DIVISION 0.13% of their portfolio GALVESTON, TX 19,69919.7k $1.3m $1.3m 0.13% Added +293 +293
10 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,89518.9k $1.3m $1.3m 0.00% Reduced -14.4k -14,398
11 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 16,43616.4k $1.1m $1.1m 0.04% Reduced -10.8k -10,805
12 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,46411.5k $762.1k $762.1k 0.00% Added +8.2k +8,246
13 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 10,69810.7k $711.1k $711.1k 0.03% Reduced -86 -86
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,3808.4k $557.0k $557.0k 0.00% Reduced -418 -418
15 NewSquare Capital LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 7,8957.9k $524.8k $524.8k 0.05% Reduced -270 -270
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,8147.8k $519.4k $519.4k 0.00% Reduced -3.7k -3,742
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6,6226.6k $440.2k $440.2k 0.00% Added +2.0k +2,019
18 ATX Financial Planning, LLC 0.26% of their portfolio AUSTIN, TX 5,1015.1k $339.1k $339.1k 0.26% First filing
19 Fermata Advisors, LLC 0.06% of their portfolio SONOMA, CA 3,7793.8k $251.2k $251.2k 0.06% Added +101 +101
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,6611.7k $110.0k $110.0k 0.00% Reduced -25 -25
21 Frazier Financial Advisors, LLC 0.04% of their portfolio COLUMBUS, OH 1,0841.1k $72.1k $72.1k 0.04% Unchanged
22 COMERICA BANK 0.00% of their portfolio DALLAS, TX 763763 $50.7k $50.7k 0.00% Unchanged
23 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 750750 $49.9k $49.9k 0.00% Unchanged
24 Wealth Watch Advisors, INC 0.01% of their portfolio ENGLEWOOD, CO 569569 $37.8k $37.8k 0.01% Unchanged
25 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 475475 $31.6k $31.6k 0.00% Unchanged
26 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6060 $4.0k $4.0k 0.00% Added +1 +1
27 CWM, LLC 0.00% of their portfolio OMAHA, NE 4343 $3.0k $3.0k 0.00% Unchanged
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 2121 $1.4k $1.4k 0.00% Reduced -1 -1
30 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 55 $333 $333 0.00% Unchanged