Vault-13

WISDOMTREE TR EMCB

WSDM EMKTBD FD · ETP · CUSIP 97717X784

34 institutional holders -1 vs Q1 2026
1,069,7891.1m shares reported held*
$71.4mreported value*
4 new 12 added 9 reduced 3 sold out net sold ≈ $296.8k (-4.5k 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. Holder counts are more reliable. Implied quarter-end price ≈ $66.74.

Trends to Q2 2026

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: 30Q1 26: 35Q2 26: 3434Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 202635
Q2 202634

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 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 25Q1 26: 19 bought or addedQ1 26: 9 cut or sold outQ2 26: 16 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024810
Q4 2024137
Q1 2025917
Q2 2025177
Q3 2025208
Q4 20251211
Q1 2026199
Q2 20261612

Biggest buyers

Talisman Wealth Advisors LLC New +22,173+22.2k
Belpointe Asset Management LLC New +10,681+10.7k
Occidental Asset Management, LLC Added +6,278+6.3k
Anderson Financial Strategies, LLC Added +4,937+4.9k
Integrated Wealth Concepts LLC Added +3,943+3.9k
JONES FINANCIAL COMPANIES LLLP Added +2,842+2.8k
MOODY NATIONAL BANK TRUST DIVISION Added +2,414+2.4k
LPL Financial LLC Added +1,887+1.9k
JANE STREET GROUP, LLC Added +1,555+1.6k
Kestra Advisory Services, LLC Added +1,310+1.3k

Biggest sellers

UBS Group AG Reduced -32,082-32.1k
Schwallier Wealth Management LLC Reduced -20,211-20.2k
AE Wealth Management LLC Reduced -6,308-6.3k
Cetera Investment Advisers Sold out -3,303-3.3k
Collaborative Wealth Managment Inc. Reduced -678-678
GUARDIAN WEALTH ADVISORS, LLC / NC Sold out -475-475
Rockefeller Capital Management L.P. Reduced -439-439
VestGen Advisors, LLC Reduced -298-298
ENVESTNET ASSET MANAGEMENT INC Reduced -96-96
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Reduced -26-26

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 257,534257.5k $17.0m $17.0m 0.00% Added +1.9k +1,887
2 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 220,919220.9k $14.6m $14.6m 0.07% Added +3.9k +3,943
3 Occidental Asset Management, LLC 1.16% of their portfolio Burlingame, CA 176,935176.9k $11.7m $11.7m 1.16% Added +6.3k +6,278
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 130,651130.7k $8.6m $8.6m 0.00% Reduced -32.1k -32,082
5 Anderson Financial Strategies, LLC 2.25% of their portfolio DAYTON, OH 65,61765.6k $4.3m $4.3m 2.25% Added +4.9k +4,937
6 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 32,88532.9k $2.2m $2.2m 0.01% Added +1.3k +1,310
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,84026.8k $1.8m $1.8m 0.00% Added +1.6k +1,555
8 MOODY NATIONAL BANK TRUST DIVISION 0.14% of their portfolio GALVESTON, TX 25,62425.6k $1.7m $1.7m 0.14% Added +2.4k +2,414
9 Talisman Wealth Advisors LLC 1.58% of their portfolio MOUNTAINSIDE, NJ 22,17322.2k $2.1m $2.1m 1.58% New
10 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,15018.1k $1.2m $1.2m 0.01% Reduced -6.3k -6,308
11 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 10,68110.7k $706.8k $706.8k 0.02% New
12 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 10,58610.6k $700.8k $700.8k 0.00% Added +2.8k +2,842
13 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 10,40710.4k $688.7k $688.7k 0.02% Reduced -298 -298
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,09610.1k $668.1k $668.1k 0.00% Reduced -439 -439
15 NewSquare Capital LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 8,4688.5k $560.4k $560.4k 0.04% Added +179 +179
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,8147.8k $517.1k $517.1k 0.00% Unchanged
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,3377.3k $485.6k $485.6k 0.00% Reduced -96 -96
18 Schwallier Wealth Management LLC 0.18% of their portfolio GRAND RAPIDS, MI 4,2434.2k $280.8k $280.8k 0.18% Reduced -20.2k -20,211
19 Fermata Advisors, LLC 0.05% of their portfolio SONOMA, CA 3,7473.7k $248.0k $248.0k 0.05% Added +391 +391
20 Forum Finance Group S.A. 0.07% of their portfolio GENEVA, V8 3,7403.7k $200.0k $200.0k 0.07% Unchanged
21 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 3,3513.4k $221.8k $221.8k 0.01% Reduced -26 -26
22 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 3,2463.2k $215.0k $215.0k 0.01% Added +104 +104
23 Collaborative Wealth Managment Inc. 0.09% of their portfolio LAKE MARY, FL 3,1023.1k $205.3k $205.3k 0.09% Reduced -678 -678
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,6541.7k $109.0k $109.0k 0.00% Unchanged
25 Frazier Financial Advisors, LLC 0.04% of their portfolio COLUMBUS, OH 1,0841.1k $71.7k $71.7k 0.04% Unchanged
26 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 763763 $50.5k $50.5k 0.00% Unchanged
27 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 750750 $49.6k $49.6k 0.00% Unchanged
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 737737 $48.8k $48.8k 0.00% Added +709 +709
29 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 475475 $31.4k $31.4k 0.00% Unchanged
30 MCDONALD PARTNERS LLC 0.00% of their portfolio CLEVELAND, OH 6161 $4.0k $4.0k 0.00% New
31 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6161 $4.1k $4.1k 0.00% Unchanged
32 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5252 $3.4k $3.4k 0.00% Reduced -18 -18
33 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 55 $331 $331 0.00% Unchanged
34 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $66 $66 0.00% New