Vault-13

WISDOMTREE TR ELD

EM LCL DEBT FD · ETP · CUSIP 97717X867

53 institutional holders +6 vs Q3 2025
1,745,1631.7m shares reported held*
$51.0mreported value*
9 new 23 added 9 reduced 4 sold out net bought ≈ $2.3m (+79.9k 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 ≈ $29.23.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 43Q4 22: 47Q1 23: 45Q2 23: 48Q3 23: 49Q4 23: 54Q1 24: 49Q2 24: 47Q3 24: 54Q4 24: 50Q1 25: 47Q2 25: 54Q3 25: 47Q4 25: 5353Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202243
Q4 202247
Q1 202345
Q2 202348
Q3 202349
Q4 202354
Q1 202449
Q2 202447
Q3 202454
Q4 202450
Q1 202547
Q2 202554
Q3 202547
Q4 202553

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 24: 23 bought or addedQ1 24: 20 cut or sold outQ2 24: 21 bought or addedQ2 24: 15 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 17 cut or sold outQ4 24: 19 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 21 bought or addedQ1 25: 19 cut or sold outQ2 25: 23 bought or addedQ2 25: 17 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 17 cut or sold outQ4 25: 32 bought or addedQ4 25: 13 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242320
Q2 20242115
Q3 20242417
Q4 20241921
Q1 20252119
Q2 20252317
Q3 20252617
Q4 20253213

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15k$20kQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $16.0kQ2 25P/C —Q3 25 calls: $0Q3 25 puts: $8.0kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$16.0k—
Q3 2025$0$8.0k—
Q4 2025$0$0—

Biggest buyers

Janney Montgomery Scott LLC New +42,655+42.7k
BANK OF AMERICA CORP /DE/ Added +35,353+35.4k
Pekin Hardy Strauss, Inc. Added +29,655+29.7k
ROYAL BANK OF CANADA Added +24,874+24.9k
ASSETMARK, INC New +18,744+18.7k
JANE STREET GROUP, LLC New +14,322+14.3k
Vontobel Holding Ltd. Added +14,045+14.0k
OSAIC HOLDINGS, INC. Added +11,589+11.6k
ARKANSAS FINANCIAL GROUP, INC. New +11,422+11.4k
Alexander Randolph Advisory, Inc. New +8,575+8.6k

Biggest sellers

Bank of New York Mellon Corp Sold out -131,488-131.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -10,010-10.0k
OneDigital Investment Advisors LLC Sold out -7,279-7.3k
JPMORGAN CHASE & CO Reduced -4,700-4.7k
MORGAN STANLEY Reduced -4,639-4.6k
Ignite Planners, LLC Reduced -2,299-2.3k
EVOLUTION WEALTH MANAGEMENT INC. Reduced -1,042-1.0k
RAYMOND JAMES FINANCIAL INC Reduced -284-284
JFS WEALTH ADVISORS, LLC Reduced -146-146
Strategic Wealth Partners, Ltd. Reduced -120-120

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Vontobel Holding Ltd. 0.04% of their portfolio ZURICH, V8 443,908443.9k $13.0m $13.0m 0.04% Added +14.0k +14,045
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 283,109283.1k $8.3m $8.3m 0.00% Added +35.4k +35,353
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 128,538128.5k $3.8m $3.8m 0.00% Added +7.3k +7,314
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 125,151125.2k $3.7m $3.7m 0.00% Reduced -4.6k -4,639
5 Elmwood Wealth Management, Inc. 1.11% of their portfolio BERKELEY, CA 120,838120.8k $3.5m $3.5m 1.11% Added +7.9k +7,885
6 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 106,976107.0k $3.1m $3.1m 0.00% Added +11.6k +11,589
7 Ignite Planners, LLC 0.46% of their portfolio SAN CLEMENTE, CA 101,722101.7k $3.0m $3.0m 0.46% Reduced -2.3k -2,299
8 Pekin Hardy Strauss, Inc. 0.17% of their portfolio CHICAGO, IL 63,37363.4k $1.9m $1.9m 0.17% Added +29.7k +29,655
9 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,65542.7k $1.2m $1.2m 0.00% New
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,27929.3k $855.0k $855.0k 0.00% Added +4.8k +4,844
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,08129.1k $849.0k $849.0k 0.00% Added +24.9k +24,874
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,09823.1k $674.5k $674.5k 0.00% Unchanged
13 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 21,55121.6k $629.3k $629.3k 0.05% Added +1.7k +1,655
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 21,44221.4k $626.1k $626.1k 0.00% Added +2.5k +2,546
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,52719.5k $570.2k $570.2k 0.00% Reduced -284 -284
16 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 18,74418.7k $547.3k $547.3k 0.00% New
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,64614.6k $427.7k $427.7k 0.00% Reduced -10.0k -10,010
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,32214.3k $418.2k $418.2k 0.00% New
19 Treasure Coast Financial Planning 0.21% of their portfolio VERO BEACH, FL 13,47313.5k $393.4k $393.4k 0.21% Unchanged
20 Net Worth Advisory Group 0.07% of their portfolio SANDY, UT 12,61212.6k $368.3k $368.3k 0.07% Added +667 +667
21 ARKANSAS FINANCIAL GROUP, INC. 0.05% of their portfolio LITTLE ROCK, AR 11,42211.4k $333.5k $333.5k 0.05% New
22 Insight Advisors, LLC/ PA 0.05% of their portfolio Newtown, PA 11,01911.0k $321.8k $321.8k 0.05% Added +10 +10
23 Rubicon Advisors, GP 0.30% of their portfolio REDDING, CA 10,94510.9k $319.6k $319.6k 0.30% First filing
24 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 10,43810.4k $304.8k $304.8k 0.00% Added +1.9k +1,850
25 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,5299.5k $278.2k $278.2k 0.01% Added +222 +222
26 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 8,7408.7k $255.2k $255.2k 0.01% Added +69 +69
27 Alexander Randolph Advisory, Inc. 0.21% of their portfolio MCLEAN, VA 8,5758.6k $250.4k $250.4k 0.21% New
28 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 8,2208.2k $240.0k $240.0k 0.01% Added +537 +537
29 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,4847.5k $219.0k $219.0k 0.00% Reduced -44 -44
30 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 6,7606.8k $197.1k $197.1k 0.01% Added +58 +58
31 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 6,4766.5k $189.1k $189.1k 0.00% Added +664 +664
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,0203.0k $88.2k $88.2k 0.00% Reduced -4.7k -4,700
33 EVOLUTION WEALTH MANAGEMENT INC. 0.04% of their portfolio FORT MYERS, FL 1,7761.8k $51.9k $51.9k 0.04% Reduced -1.0k -1,042
34 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1,0051.0k $29.5k $29.5k 0.00% New
35 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 935935 $27.3k $27.3k 0.00% Added +13 +13
36 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 919919 $26.8k $26.8k 0.00% Reduced -146 -146
37 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 700700 $20.4k $20.4k 0.00% New
38 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 623623 $18.2k $18.2k 0.00% New
39 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 443443 $12.0k $12.0k 0.00% Unchanged
40 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 362362 $10.6k $10.6k 0.00% Added +6 +6
41 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 358358 $10.5k $10.5k 0.00% Added +4 +4
42 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 284284 $8.3k $8.3k 0.00% Added +1 +1
43 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 268268 $7.8k $7.8k 0.00% Unchanged
44 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 227227 $6.6k $6.6k 0.00% Unchanged
45 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 200200 $5.8k $5.8k 0.00% Unchanged
46 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 165165 $4.8k $4.8k 0.00% New
47 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 9191 $2.7k $2.7k 0.00% Unchanged
48 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5050 $1.5k $1.5k 0.00% Unchanged
49 Covestor Ltd 0.00% of their portfolio LONDON, X0 3636 $1.0k $1.0k 0.00% Added +7 +7
50 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 3232 $942 $942 0.00% Reduced -120 -120
51 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1515 $438 $438 0.00% Unchanged
52 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $29 $29 0.00% Unchanged
53 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $29 $29 0.00% Unchanged