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 | 1,885,593 | 62,431 | 2.75% | 2.52% | 1 | +99,540 | 5.57% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 327,683 | 10,849 | 0.0% | 0.0% | 2 | +40,246 | 14.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 322,839 | 10,689 | 0.03% | 0.02% | 3 | +73,152 | 29.3% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | Reduced | 226,212 | 7,489 | 1.9% | 2.2% | 4 | -19,373 | -7.89% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 197,280 | 6,531 | 0.02% | 0.03% | 5 | -29,901 | -13.16% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 136,632 | 4,523 | 0.0% | 0.0% | 6 | +105,508 | 338.99% | Q1 2026 | May 12, 2026 |
| Welch Financial Planning, LLC | History | Added to | 123,040 | 4,073 | 2.93% | 2.74% | 7 | +3,653 | 3.06% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 91,947 | 2,947 | 0.0% | 0.0% | 8 | +18,645 | 25.44% | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 43,523 | 1,441 | 0.16% | 0.13% | 9 | +6,197 | 16.6% | Q1 2026 | Apr 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 35,992 | 1,191 | 0.02% | — | 10 | +35,992 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 31,402 | 1,039 | 0.0% | 0.0% | 11 | +184 | 0.59% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,241 | 802 | 0.0% | 0.0% | 12 | +9,934 | 69.43% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 23,205 | 768 | 0.09% | 0.08% | 13 | +2,220 | 10.58% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,832 | 491 | 0.0% | 0.0% | 14 | +5,887 | 65.81% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,815 | 358 | 0.0% | 0.0% | 15 | +109 | 1.02% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 9,856 | 326 | 0.0% | — | 16 | +9,856 | New | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 8,322 | 275 | 0.0% | — | 17 | +8,322 | New | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,400 | 211 | 0.01% | — | 18 | +6,400 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,827 | 192 | 0.0% | — | 19 | +5,826 | 582600.0% | Q1 2026 | May 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 4,606 | 152 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,294 | 75 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 749 | 24 | 0.01% | 0.01% | 22 | +3 | 0.4% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 415 | 13 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | New | 273 | 9 | 0.0% | — | 24 | +273 | New | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | New | 225 | 7 | 0.0% | — | 25 | +225 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -85,085 | -100.0% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,960 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |