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 | No change | 257,534 | 17,042 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 220,919 | 14,619 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Occidental Asset Management, LLC | History | Added to | 190,274 | 12,156 | 1.05% | 1.16% | 3 | +13,339 | 7.54% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 130,651 | 8,646 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 65,617 | 4,338 | 2.25% | 2.25% | 5 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,383 | 2,260 | 0.01% | 0.01% | 6 | +2,498 | 7.6% | Q3 2026 | Nov 02, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 22,173 | 2,120 | 1.58% | 1.58% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,840 | 1,776 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 25,624 | 1,637 | 0.14% | 0.14% | 9 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| AE Wealth Management LLC | History | No change | 18,150 | 1,201 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,681 | 706 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 10,586 | 700 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,096 | 668 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,896 | 632 | 0.02% | 0.02% | 14 | -511 | -4.91% | Q3 2026 | Oct 27, 2026 |
| NewSquare Capital LLC | History | No change | 8,468 | 560 | 0.04% | 0.04% | 15 | 0 | 0.0% | 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 | No change | 7,337 | 485 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Fermata Advisors, LLC | History | Added to | 4,495 | 287 | 0.06% | 0.05% | 18 | +748 | 19.96% | Q3 2026 | Oct 09, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 3,731 | 238 | 0.15% | 0.18% | 19 | -512 | -12.07% | Q3 2026 | Nov 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 3,246 | 215 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,269 | 208 | 0.01% | 0.01% | 21 | -82 | -2.45% | Q3 2026 | Nov 05, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 3,102 | 205 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forum Finance Group S.A. | History | No change | 3,740 | 200 | 0.07% | 0.07% | 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 |
| NewEdge Advisors, LLC | History | No change | 750 | 49 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 763 | 48 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 737 | 48 | 0.0% | 0.0% | 28 | 0 | 0.0% | 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 |
| EverSource Wealth Advisors, LLC | History | Added to | 62 | 3 | 0.0% | 0.0% | 31 | +1 | 1.64% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 32 | -33 | -54.1% | Q3 2026 | Nov 03, 2026 |
| Kingdom Financial Group LLC. | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |