WisdomTree Trust - EMCB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 255,647 | 16,748 | 0.0% | 0.0% | 1 | +28,333 | 12.46% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 216,976 | 14,215 | 0.11% | 0.14% | 2 | +37,631 | 20.98% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Added to | 170,657 | 11,180 | 1.32% | 1.11% | 3 | +32,042 | 23.12% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Added to | 162,733 | 10,661 | 0.0% | 0.0% | 4 | +4,804 | 3.04% | Q1 2026 | May 05, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 60,680 | 4,029 | 2.21% | 2.26% | 5 | +2,594 | 4.47% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,575 | 2,068 | 0.01% | 0.01% | 6 | +3,573 | 12.76% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 25,285 | 1,656 | 0.0% | 0.0% | 7 | +6,390 | 33.82% | Q1 2026 | May 12, 2026 |
| Schwallier Wealth Management LLC | History | New | 24,454 | 1,602 | 1.17% | — | 9 | +24,454 | New | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 24,458 | 1,602 | 0.01% | 0.01% | 8 | +4,449 | 22.23% | Q1 2026 | May 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 23,210 | 1,520 | 0.14% | 0.13% | 10 | +3,511 | 17.82% | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | Added to | 10,705 | 709 | 0.02% | 0.03% | 11 | +7 | 0.07% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,535 | 690 | 0.0% | 0.0% | 12 | -929 | -8.1% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Added to | 8,289 | 543 | 0.05% | 0.05% | 13 | +394 | 4.99% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,814 | 511 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,744 | 506 | 0.0% | 0.0% | 15 | +1,122 | 16.94% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,433 | 486 | 0.0% | 0.0% | 16 | -947 | -11.3% | Q1 2026 | May 04, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 3,780 | 247 | 0.11% | 0.57% | 17 | -20,572 | -84.48% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 3,377 | 221 | 0.01% | — | 18 | +3,377 | New | Q1 2026 | Apr 15, 2026 |
| Fermata Advisors, LLC | History | Reduced | 3,356 | 219 | 0.05% | 0.06% | 19 | -423 | -11.19% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | New | 3,303 | 216 | 0.0% | — | 20 | +3,303 | New | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 3,142 | 206 | 0.01% | 0.04% | 21 | -13,294 | -80.88% | Q1 2026 | May 15, 2026 |
| Forum Finance Group S.A. | History | New | 3,740 | 196 | 0.11% | — | 22 | +3,740 | New | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,654 | 108 | 0.0% | 0.0% | 23 | -7 | -0.42% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,084 | 71 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 763 | 50 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 763 | 49 | 0.0% | — | 27 | +763 | New | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | No change | 750 | 49 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 475 | 31 | 0.0% | — | 29 | +475 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 475 | 31 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | New | 70 | 4 | 0.0% | — | 30 | +70 | New | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 61 | 3 | 0.0% | 0.0% | 31 | +1 | 1.67% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 16 | 1 | 0.0% | — | 34 | +16 | New | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 14 | 1 | 0.0% | — | 35 | +14 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -5,101 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -569 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |