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 | 227,314 | 15,109 | 0.0% | 0.0% | 1 | +14,893 | 7.01% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 179,345 | 11,921 | 0.14% | 0.1% | 2 | +9,773 | 5.76% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 157,929 | 10,497 | 0.0% | 0.0% | 3 | +6,670 | 4.41% | Q4 2025 | Jan 29, 2026 |
| Occidental Asset Management, LLC | History | Added to | 138,615 | 9,213 | 1.11% | 1.08% | 4 | +9,903 | 7.69% | Q4 2025 | Jan 08, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 58,086 | 3,889 | 2.26% | 2.2% | 5 | +2,652 | 4.78% | Q4 2025 | Feb 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,002 | 1,861 | 0.01% | 0.01% | 6 | +1,777 | 6.78% | Q4 2025 | Feb 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 24,352 | 1,618 | 0.57% | 0.76% | 7 | -3,626 | -12.96% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 20,009 | 1,330 | 0.01% | 0.01% | 8 | +2,775 | 16.1% | Q4 2025 | Jan 26, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 19,699 | 1,309 | 0.13% | 0.11% | 9 | +293 | 1.51% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,895 | 1,255 | 0.0% | 0.0% | 10 | -14,398 | -43.25% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 16,436 | 1,093 | 0.04% | 0.07% | 11 | -10,805 | -39.66% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,464 | 762 | 0.0% | 0.0% | 12 | +8,246 | 256.25% | Q4 2025 | Mar 16, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,698 | 711 | 0.03% | 0.02% | 13 | -86 | -0.8% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,380 | 557 | 0.0% | 0.0% | 14 | -418 | -4.75% | Q4 2025 | Feb 10, 2026 |
| NewSquare Capital LLC | History | Reduced | 7,895 | 524 | 0.05% | 0.04% | 15 | -270 | -3.31% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,814 | 519 | 0.0% | 0.0% | 16 | -3,742 | -32.38% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,622 | 440 | 0.0% | 0.0% | 17 | +2,019 | 43.86% | Q4 2025 | Feb 17, 2026 |
| ATX Financial Planning, LLC | History | New | 5,101 | 339 | 0.26% | — | 18 | +5,101 | New | Q4 2025 | Feb 19, 2026 |
| Fermata Advisors, LLC | History | Added to | 3,779 | 251 | 0.06% | 0.06% | 19 | +101 | 2.75% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,661 | 110 | 0.0% | — | 20 | +1,661 | New | Q4 2025 | Feb 17, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,084 | 72 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | No change | 763 | 50 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 750 | 49 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wealth Watch Advisors, INC | History | No change | 569 | 37 | 0.01% | 0.02% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 475 | 31 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 60 | 3 | 0.0% | 0.0% | 27 | +1 | 1.69% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Reduced | 21 | 1 | 0.0% | 0.0% | 28 | -1 | -4.55% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28 | 1 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,512 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |