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 | Reduced | 1,824,236 | 70,471 | 2.74% | 2.75% | 1 | -61,357 | -3.25% | Q2 2026 | Jul 02, 2026 |
| LPL Financial LLC | History | Reduced | 310,063 | 11,977 | 0.0% | 0.0% | 2 | -17,620 | -5.38% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 322,839 | 10,689 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 211,446 | 8,168 | 0.03% | 0.02% | 4 | +14,166 | 7.18% | Q2 2026 | Jul 28, 2026 |
| Tidemark, LLC | History | Reduced | 164,478 | 6,353 | 1.43% | 1.9% | 5 | -61,734 | -27.29% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 128,487 | 4,890 | 0.0% | 0.0% | 6 | +36,540 | 39.74% | Q2 2026 | Aug 12, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 120,873 | 4,669 | 2.72% | 2.93% | 7 | -2,167 | -1.76% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 70,749 | 2,733 | 0.0% | 0.0% | 8 | -65,883 | -48.22% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 44,361 | 1,713 | 0.17% | 0.16% | 9 | +838 | 1.93% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 30,624 | 1,183 | 0.0% | 0.0% | 10 | -778 | -2.48% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 29,291 | 1,131 | 0.0% | 0.0% | 11 | +5,050 | 20.83% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Added to | 28,138 | 1,086 | 0.11% | 0.09% | 12 | +4,933 | 21.26% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 24,179 | 934 | 0.01% | 0.02% | 13 | -11,813 | -32.82% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,601 | 718 | 0.01% | 0.0% | 14 | +10,279 | 123.52% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 10,534 | 406 | 0.0% | 0.0% | 15 | -281 | -2.6% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,691 | 374 | 0.0% | 0.0% | 16 | -5,141 | -34.66% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | New | 6,573 | 253 | 0.0% | — | 17 | +6,573 | New | Q2 2026 | Aug 12, 2026 |
| Unified Investment Management | History | New | 5,953 | 229 | 0.21% | — | 18 | +5,953 | New | Q2 2026 | Jul 27, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | New | 5,848 | 225 | 0.05% | — | 19 | +5,848 | New | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,626 | 217 | 0.0% | 0.0% | 20 | -201 | -3.45% | Q2 2026 | Aug 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 4,606 | 177 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 2,294 | 88 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 689 | 26 | 0.01% | 0.01% | 23 | -60 | -8.01% | Q2 2026 | Jul 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 415 | 16 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 225 | 8 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 200 | 7 | 0.0% | — | 26 | +200 | New | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 97 | 3 | 0.0% | 0.0% | 27 | +1 | 1.04% | Q2 2026 | Jul 17, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 55 | 2 | 0.0% | 0.0% | 28 | +1 | 1.85% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 48 | 1 | 0.0% | — | 29 | +48 | New | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -9,856 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,400 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |