DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (EMCB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
34
Reporting holders
$71.4M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $17.0M | 257,534 | 0.00% | 24q | +0.7%+$124.9K |
| Integrated Wealth Concepts LLC | $14.6M | 220,919 | 0.10% | 9q | +1.8%+$260.9K |
| Occidental Asset Management, LLC | $11.7M | 176,935 | 1.16% | 4q | +3.7%+$415.5K |
| UBS Group AG | $8.6M | 130,651 | 0.00% | 31q | -19.7%-$2.1M |
| Anderson Financial Strategies, LLC | $4.3M | 65,617 | 2.25% | 7q | +8.1%+$326.4K |
| Kestra Advisory Services, LLC | $2.2M | 32,885 | 0.01% | 6q | +4.1%+$86.7K |
| Talisman Wealth Advisors LLC | $2.1M | 22,173 | 1.58% | new | NEW |
| JANE STREET GROUP, LLC | $1.8M | 26,840 | 0.00% | 4q | +6.1%+$102.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.7M | 25,624 | 0.14% | 16q | +10.4%+$159.8K |
| AE Wealth Management LLC | $1.2M | 18,150 | 0.01% | 27q | -25.8%-$417.5K |
| Belpointe Asset Management LLC | $706.8K | 10,681 | 0.02% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $700.8K | 10,586 | 0.00% | 8q | +36.7%+$188.2K |
| VestGen Advisors, LLC | $688.7K | 10,407 | 0.02% | 6q | -2.8%-$19.7K |
| Rockefeller Capital Management L.P. | $668.1K | 10,096 | 0.00% | 4q | -4.2%-$29.1K |
| NewSquare Capital LLC | $560.4K | 8,468 | 0.04% | 25q | +2.2%+$11.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $517.1K | 7,814 | 0.00% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $485.6K | 7,337 | 0.00% | 21q | -1.3%-$6.4K |
| Schwallier Wealth Management LLC | $280.8K | 4,243 | 0.18% | 2q | -82.6%-$1.3M |
| Fermata Advisors, LLC | $248.0K | 3,747 | 0.05% | 4q | +11.7%+$25.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $221.8K | 3,351 | 0.01% | 2q | -0.8%-$1.7K |
| FLOW TRADERS U.S. LLC | $215.0K | 3,246 | 0.01% | 6q | +3.3%+$6.9K |
| Collaborative Wealth Managment Inc. | $205.3K | 3,102 | 0.09% | 19q | -17.9%-$44.9K |
| Forum Finance Group S.A. | $200.0K | 3,740 | 0.07% | 2q | HELD |
| ROYAL BANK OF CANADA | $109.0K | 1,654 | 0.00% | 31q | HELD |
| Frazier Financial Advisors, LLC | $71.7K | 1,084 | 0.04% | 6q | HELD |
| FIFTH THIRD BANCORP | $50.5K | 763 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $49.6K | 750 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $48.8K | 737 | 0.00% | 5q | +2532.1%+$46.9K |
| Aptus Capital Advisors, LLC | $31.4K | 475 | 0.00% | 28q | HELD |
| EverSource Wealth Advisors, LLC | $4.1K | 61 | 0.00% | 19q | HELD |
| MCDONALD PARTNERS LLC | $4.0K | 61 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $3.4K | 52 | 0.00% | 2q | -25.7%-$1.2K |
| DHJJ Financial Advisors, Ltd. | $331 | 5 | 0.00% | 5q | HELD |
| FMR LLC | $66 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 4 | $2.6M | 40,020 | 0 | 1 | 1 | 0.0% |
| Q2 2026 | 34 | $71.4M | 1,069,789 | 4 | 12 | 9 | 0.0% |
| Q1 2026 | 35 | $70.4M | 1,074,331 | 7 | 12 | 5 | 0.0% |
| Q4 2025 | 30 | $63.6M | 955,894 | 0 | 12 | 9 | 0.0% |
| Q3 2025 | 31 | $62.4M | 931,574 | 8 | 12 | 5 | 0.0% |
| Q2 2025 | 28 | $54.7M | 828,868 | 4 | 13 | 4 | 0.0% |
| Q1 2025 | 26 | $52.6M | 804,478 | 5 | 4 | 10 | 0.0% |
| Q4 2024 | 26 | $49.8M | 767,469 | 6 | 7 | 7 | 0.0% |
| Q3 2024 | 18 | $43.2M | 647,300 | 2 | 6 | 6 | 0.0% |
| Q2 2024 | 19 | $43.1M | 670,083 | 3 | 7 | 6 | 0.0% |
| Q1 2024 | 19 | $35.8M | 553,106 | 2 | 6 | 7 | 0.0% |
| Q4 2023 | 20 | $20.7M | 324,019 | 3 | 7 | 8 | 0.0% |
| Q3 2023 | 23 | $26.5M | 430,063 | 3 | 8 | 7 | 0.0% |
| Q2 2023 | 23 | $27.5M | 441,153 | 0 | 11 | 7 | 0.0% |
| Q1 2023 | 26 | $28.7M | 460,385 | 1 | 10 | 5 | 0.0% |
| Q4 2022 | 26 | $27.6M | 445,836 | 2 | 7 | 11 | 0.0% |
| Q3 2022 | 29 | $623.7M | 10,608,786 | 3 | 9 | 7 | 0.0% |
| Q2 2022 | 31 | $599.8M | 9,885,154 | 4 | 9 | 8 | 0.0% |
| Q1 2022 | 32 | $498.3M | 7,541,890 | 6 | 8 | 12 | 0.0% |
| Q4 2021 | 28 | $38.6M | 522,109 | 4 | 8 | 6 | 0.0% |
| Q3 2021 | 27 | $21.9M | 290,685 | 5 | 8 | 8 | 0.0% |
| Q2 2021 | 24 | $22.3M | 292,476 | 5 | 10 | 6 | 0.0% |
| Q1 2021 | 23 | $32.9M | 442,912 | 7 | 8 | 3 | 0.0% |
| Q4 2020 | 18 | $53.2M | 690,817 | 2 | 8 | 3 | 0.0% |
| Q3 2020 | 18 | $47.5M | 644,894 | 4 | 3 | 6 | 0.0% |
| Q2 2020 | 14 | $8.3M | 115,646 | 2 | 5 | 2 | 0.0% |
| Q1 2020 | 13 | $6.4M | 100,773 | 2 | 4 | 3 | 0.0% |
| Q4 2019 | 14 | $11.4M | 154,837 | 2 | 3 | 4 | 0.0% |
| Q3 2019 | 13 | $10.2M | 139,352 | 2 | 5 | 4 | 0.0% |
| Q2 2019 | 12 | $13.1M | 180,814 | 2 | 5 | 4 | 0.0% |
| Q1 2019 | 10 | $13.4M | 189,242 | 0 | 5 | 3 | 0.0% |
| Q4 2018 | 11 | $14.0M | 205,447 | 0 | 0 | 2 | 0.0% |