WisdomTree Trust - EMMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trilogy Capital Inc. | History | Added to | 1,864,778 | 70,372 | 2.7% | 2.74% | 1 | +40,542 | 2.22% | Q3 2026 | Oct 20, 2026 |
| LPL Financial LLC | History | No change | 310,063 | 11,977 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 244,747 | 9,236 | 0.03% | 0.03% | 3 | +33,301 | 15.75% | Q3 2026 | Nov 02, 2026 |
| Tidemark, LLC | History | No change | 164,478 | 6,353 | 1.43% | 1.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 128,487 | 4,890 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Welch Financial Planning, LLC | History | No change | 120,873 | 4,669 | 2.72% | 2.72% | 6 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 70,749 | 2,733 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 52,285 | 1,973 | 0.19% | 0.17% | 8 | +7,924 | 17.86% | Q3 2026 | Oct 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 30,624 | 1,183 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 29,291 | 1,131 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Added to | 29,627 | 1,118 | 0.11% | 0.11% | 11 | +1,489 | 5.29% | Q3 2026 | Nov 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 24,179 | 934 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,601 | 718 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,534 | 406 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,691 | 374 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 6,573 | 253 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unified Investment Management | History | No change | 5,953 | 224 | 0.2% | 0.21% | 17 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,626 | 217 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 5,661 | 213 | 0.04% | 0.05% | 19 | -187 | -3.2% | Q3 2026 | Oct 23, 2026 |
| Cheviot Value Management, LLC | History | No change | 4,606 | 177 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 2,859 | 107 | 0.0% | 0.0% | 21 | +565 | 24.63% | Q3 2026 | Oct 16, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 692 | 26 | 0.01% | 0.01% | 22 | +3 | 0.44% | Q3 2026 | Oct 26, 2026 |
| Princeton Global Asset Management LLC | History | No change | 415 | 15 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 225 | 8 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 200 | 7 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BFC Planning, Inc. | History | No change | 196 | 7 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AlphaCore Capital LLC | History | New | 177 | 6 | 0.0% | — | 27 | +177 | New | Q3 2026 | Nov 04, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 55 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 48 | 1 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2026 | Oct 08, 2026 |
| MORGAN STANLEY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |