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 | 1,786,053 | 56,332 | 2.52% | 2.49% | 1 | +27,070 | 1.54% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Added to | 287,437 | 9,065 | 0.0% | 0.0% | 2 | +16,557 | 6.11% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 249,687 | 7,875 | 0.02% | 0.01% | 3 | +124,372 | 99.25% | Q4 2025 | Jan 26, 2026 |
| Tidemark, LLC | History | Added to | 245,585 | 7,745 | 2.2% | 2.03% | 4 | +17,736 | 7.78% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 227,181 | 7,165 | 0.03% | 0.03% | 5 | -22,231 | -8.91% | Q4 2025 | Feb 13, 2026 |
| Welch Financial Planning, LLC | History | New | 119,387 | 3,765 | 2.74% | — | 6 | +119,387 | New | Q4 2025 | Feb 02, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 85,085 | 2,683 | 0.72% | 0.68% | 7 | +2,861 | 3.48% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 73,302 | 2,311 | 0.0% | 0.0% | 8 | +45,912 | 167.62% | Q4 2025 | Feb 11, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 37,326 | 1,177 | 0.13% | 0.1% | 9 | +8,268 | 28.45% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 31,218 | 984 | 0.0% | 0.0% | 10 | +1,189 | 3.96% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 31,124 | 981 | 0.0% | — | 11 | +31,124 | New | Q4 2025 | Feb 12, 2026 |
| United Advisor Group, LLC | History | Added to | 20,985 | 661 | 0.08% | 0.03% | 12 | +12,568 | 149.32% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,960 | 597 | 0.0% | 0.0% | 13 | -24,612 | -56.49% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,307 | 451 | 0.0% | 0.0% | 14 | -2,377 | -14.25% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | New | 10,706 | 337 | 0.0% | — | 15 | +10,706 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 8,945 | 282 | 0.0% | — | 16 | +8,945 | New | Q4 2025 | Feb 18, 2026 |
| Cheviot Value Management, LLC | History | No change | 4,606 | 159 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | No change | 2,294 | 72 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 746 | 23 | 0.01% | 0.01% | 19 | +5 | 0.67% | Q4 2025 | Jan 22, 2026 |
| Princeton Global Asset Management LLC | History | No change | 415 | 13 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 200 | 6 | 0.0% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 96 | 3 | 0.0% | — | 22 | +96 | New | Q4 2025 | Jan 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -392 | -99.75% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FMR LLC | History | Reduced | 1 | 0 | — | — | — | -5 | -83.33% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |