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 | 257,534 | 17,042 | 0.0% | 0.0% | 1 | +1,887 | 0.74% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 220,919 | 14,619 | 0.1% | 0.11% | 2 | +3,943 | 1.82% | Q2 2026 | Sep 08, 2026 |
| Occidental Asset Management, LLC | History | Added to | 176,935 | 11,708 | 1.16% | 1.32% | 3 | +6,278 | 3.68% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 130,651 | 8,646 | 0.0% | 0.0% | 4 | -32,082 | -19.71% | Q2 2026 | Aug 13, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 65,617 | 4,338 | 2.25% | 2.21% | 5 | +4,937 | 8.14% | Q2 2026 | Aug 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,885 | 2,176 | 0.01% | 0.01% | 6 | +1,310 | 4.15% | Q2 2026 | Jul 28, 2026 |
| Talisman Wealth Advisors LLC | History | New | 22,173 | 2,120 | 1.58% | — | 7 | +22,173 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,840 | 1,776 | 0.0% | 0.0% | 8 | +1,555 | 6.15% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 25,624 | 1,695 | 0.14% | 0.14% | 9 | +2,414 | 10.4% | Q2 2026 | Jul 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 18,150 | 1,201 | 0.01% | 0.01% | 10 | -6,308 | -25.79% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | New | 10,681 | 706 | 0.02% | — | 11 | +10,681 | New | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,586 | 700 | 0.0% | 0.0% | 12 | +2,842 | 36.7% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,407 | 688 | 0.02% | 0.02% | 13 | -298 | -2.78% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,096 | 668 | 0.0% | 0.0% | 14 | -439 | -4.17% | Q2 2026 | Aug 13, 2026 |
| NewSquare Capital LLC | History | Added to | 8,468 | 560 | 0.04% | 0.05% | 15 | +179 | 2.16% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,814 | 517 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,337 | 485 | 0.0% | 0.0% | 17 | -96 | -1.29% | Q2 2026 | Aug 03, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 4,243 | 280 | 0.18% | 1.17% | 18 | -20,211 | -82.65% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 3,747 | 247 | 0.05% | 0.05% | 19 | +391 | 11.65% | Q2 2026 | Jul 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,351 | 221 | 0.01% | 0.01% | 20 | -26 | -0.77% | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 3,246 | 215 | 0.01% | 0.01% | 21 | +104 | 3.31% | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 3,102 | 205 | 0.09% | 0.11% | 22 | -678 | -17.94% | Q2 2026 | Aug 05, 2026 |
| Forum Finance Group S.A. | History | No change | 3,740 | 200 | 0.07% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,654 | 109 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,084 | 71 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 763 | 50 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 750 | 49 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 737 | 48 | 0.0% | 0.0% | 28 | +709 | 2532.14% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 475 | 31 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCDONALD PARTNERS LLC | History | New | 61 | 4 | 0.0% | — | 31 | +61 | New | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 61 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Reduced | 52 | 3 | 0.0% | 0.0% | 32 | -18 | -25.71% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -3,303 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |