Vault-13

WISDOMTREE TR NTSE

EMERGING MARKETS · ETP · CUSIP 97717Y642

18 institutional holders +0 vs Q1 2026
702,383702.4k shares reported held*
$34.1mreported value*
3 new 6 added 4 reduced 3 sold out net sold ≈ $897.3k (-18.5k 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 ($261.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.61.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 9Q4 22: 10Q1 23: 11Q2 23: 12Q3 23: 10Q4 23: 14Q1 24: 15Q2 24: 18Q3 24: 16Q4 24: 18Q1 25: 17Q2 25: 16Q3 25: 18Q4 25: 20Q1 26: 18Q2 26: 1818Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20229
Q4 202210
Q1 202311
Q2 202312
Q3 202310
Q4 202314
Q1 202415
Q2 202418
Q3 202416
Q4 202418
Q1 202517
Q2 202516
Q3 202518
Q4 202520
Q1 202618
Q2 202618

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q3 24: 8 bought or addedQ3 24: 10 cut or sold outQ4 24: 7 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 7 cut or sold outQ2 25: 6 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 6 cut or sold outQ4 25: 7 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 8 bought or addedQ1 26: 10 cut or sold outQ2 26: 9 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024810
Q4 2024710
Q1 202597
Q2 202566
Q3 2025106
Q4 202578
Q1 2026810
Q2 202697

Biggest buyers

MATHER GROUP, LLC. Added +30,491+30.5k
OLD MISSION CAPITAL LLC Added +13,632+13.6k
LPL Financial LLC Added +4,707+4.7k
Professional Financial Advisors, LLC Added +1,696+1.7k
Wealthcare Advisory Partners LLC Added +613+613
OSAIC HOLDINGS, INC. Added +542+542
FIDUCIARY FINANCIAL ADVISORS New +64+64
Integrated Wealth Concepts LLC New +34+34
FMR LLC New +1+1

Biggest sellers

GOLDMAN SACHS GROUP INC Sold out -47,447-47.4k
JANE STREET GROUP, LLC Sold out -10,751-10.8k
OneDigital Investment Advisors LLC Reduced -8,449-8.4k
CARDIFF PARK ADVISORS, LLC Sold out -1,861-1.9k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Reduced -869-869
DRIVE WEALTH MANAGEMENT, LLC Reduced -812-812
COMMONWEALTH EQUITY SERVICES, LLC Reduced -51-51

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MATHER GROUP, LLC. 0.10% of their portfolio CHICAGO, IL 229,815229.8k $11.2m $11.2m 0.10% Added +30.5k +30,491
2 OneDigital Investment Advisors LLC 0.07% of their portfolio OVERLAND PARK, KS 175,369175.4k $8.5m $8.5m 0.07% Reduced -8.4k -8,449
3 Wealthcare Advisory Partners LLC 0.11% of their portfolio WEST CHESTER, PA 114,276114.3k $5.6m $5.6m 0.11% Added +613 +613
4 Professional Financial Advisors, LLC 0.45% of their portfolio NORTH PLATTE, NE 53,04253.0k $2.6m $2.6m 0.45% Added +1.7k +1,696
5 OLD MISSION CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 50,42650.4k $2.5m $2.5m 0.06% Added +13.6k +13,632
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,85643.9k $2.1m $2.1m 0.00% Added +4.7k +4,707
7 DRIVE WEALTH MANAGEMENT, LLC 0.19% of their portfolio LEHI, UT 22,49322.5k $1.1m $1.1m 0.19% Reduced -812 -812
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,2316.2k $302.9k $302.9k 0.00% Reduced -51 -51
9 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% of their portfolio LONG BEACH, CA 5,6895.7k $276.6k $276.6k 0.01% Reduced -869 -869
10 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 5,3875.4k $261.9k $261.9k 0.00% Unchanged
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 825825 $40.1k $40.1k 0.00% Added +542 +542
12 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 225225 $10.9k $10.9k 0.00% Unchanged
13 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 6464 $3.1k $3.1k 0.00% New
14 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3434 $1.7k $1.7k 0.00% Unchanged
15 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3434 $1.7k $1.7k 0.00% New
16 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 22 $119 $119 0.00% Unchanged
17 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $49 $49 0.00% New
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $57 $57 0.00% Unchanged