Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
-
Equity / WSDM EMKTBD FD
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Number of holders
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28
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Total 13F shares, excl. options
-
827,182
-
Shares change
-
+22,704
-
Total reported value, excl. options
-
$54,545,320
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Value change
-
+$1,511,637
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Number of buys
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16
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Number of sells
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-8
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Price
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$65.94
Significant Holders of WISDOMTREE TR - WSDM EMKTBD FD (EMCB) as of Q2 2025
30 filings reported holding EMCB - WISDOMTREE TR - WSDM EMKTBD FD as of Q2 2025.
WISDOMTREE TR - WSDM EMKTBD FD (EMCB) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 827,182 shares
.
Largest 10 shareholders include LPL Financial LLC (222,223 shares), UBS Group AG (137,361 shares), Integrated Wealth Concepts LLC (134,299 shares), Good Life Advisors, LLC (101,487 shares), Anderson Financial Strategies, LLC (52,437 shares), FLOW TRADERS U.S. LLC (35,382 shares), Collaborative Wealth Managment Inc. (30,365 shares), Kestra Advisory Services, LLC (25,317 shares), MOODY NATIONAL BANK TRUST DIVISION (19,060 shares), and AE Wealth Management LLC (14,850 shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.