13F reference period
Q2 2026
Security Snapshot
WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD) Institutional Ownership
CUSIP: 97717X867
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
63
Shares (Excl. Options)
2,845,382
Price
$28.70
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / WisdomTree Emerging Markets Local Debt Fund
- Symbol
- ELD
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,845,382
- Total 13F value
- $81,670,352
- Portfolio coverage rank
- 0%
- Share change
- +303,317
- Value change
- +$8,818,822
- Number of holders
- 63
- Shares outstanding
- 2,578,917
- SEC-reported price per share
- $27.87
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- ELD - WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund is tracked under CUSIP 97717X867.
- 63 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 62 to 63 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $70,786,289 to $81,670,352.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 63 institutions filings for Q2 2026.
Security key
97717X867
13F reference period
Q2 2026
13F holders
63
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717X867:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
ELD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 4.8% | -42% | $3,459,578 | -$2,309,981 | 123,788 | -40% | Bank of New York Mellon Corp | 30 Jun 2025 |
As of 30 Jun 2026, 63 institutional investors reported holding 2,845,382 shares of WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD). This represents 110% of the company’s total 2,578,917 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
104%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 17% | 446,191 | -0.29% | 0.04% | $12,805,682 |
| FOSTER & MOTLEY INC | 13% | 337,708 | 0.45% | $9,692,000 | |
| BANK OF AMERICA CORP /DE/ | 12% | 297,769 | +1.7% | 0% | $8,545,984 |
| JANE STREET GROUP, LLC | 8.7% | 223,465 | +79% | 0% | $6,413,446 |
| WELLS FARGO & COMPANY/MN | 8.4% | 216,928 | -0.87% | 0% | $6,225,842 |
| Elmwood Wealth Management, Inc. | 5.7% | 146,261 | +3% | 1% | $4,197,698 |
| LPL Financial LLC | 5.3% | 137,029 | +185% | 0% | $3,932,719 |
| Ignite Planners, LLC | 4.2% | 108,360 | +0.96% | 0.43% | $3,117,938 |
| Kestra Advisory Services, LLC | 3.8% | 97,843 | +3.5% | 0.01% | $2,808,087 |
| ROYAL BANK OF CANADA | 3.7% | 95,944 | +4.8% | 0% | $2,754,000 |
| Pekin Hardy Strauss, Inc. | 3.3% | 84,557 | +11% | 0.21% | $2,426,786 |
| MORGAN STANLEY | 3.3% | 84,539 | -26% | 0% | $2,426,289 |
| OSAIC HOLDINGS, INC. | 3.1% | 79,796 | -9.2% | 0% | $2,290,080 |
| Clear Creek Financial Management, LLC | 2.1% | 55,326 | +87% | 0.1% | $1,587,856 |
| OLD MISSION CAPITAL LLC | 1.7% | 45,052 | +81% | 0.03% | $1,292,992 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 31,832 | +4.4% | 0% | $913,575 |
| Sanctuary Advisors, LLC | 1.1% | 27,600 | +0.97% | 0% | $792,120 |
| Trilogy Capital Inc. | 0.93% | 24,105 | +1.5% | 0.03% | $691,826 |
| GOLDMAN SACHS GROUP INC | 0.9% | 23,098 | 0% | 0% | $662,913 |
| Janney Montgomery Scott LLC | 0.83% | 21,291 | -50% | 0% | $611,000 |
| UBS Group AG | 0.78% | 20,148 | +0.44% | 0% | $578,248 |
| ASSETMARK, INC | 0.74% | 19,129 | +3.8% | 0% | $549,002 |
| LANARK FINANCIAL, INC. | 0.69% | 17,873 | -7.9% | 0.03% | $512,978 |
| Capital Analysts, LLC | 0.58% | 15,025 | +5% | 0.01% | $431,000 |
| Treasure Coast Financial Planning | 0.52% | 13,473 | 0% | 0.19% | $386,675 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 677,036 | $18,865,407 | -$2,501,047 | $27.87 | 9 |
| 2026 Q2 | 2,845,382 | $81,670,352 | +$8,818,822 | $28.70 | 63 |
| 2026 Q1 | 2,542,004 | $70,786,289 | +$21,933,840 | $27.82 | 62 |
| 2025 Q4 | 1,745,163 | $51,006,085 | +$2,509,045 | $29.20 | 53 |
| 2025 Q3 | 1,650,434 | $47,394,093 | +$1,543,979 | $28.74 | 47 |
| 2025 Q2 | 1,599,865 | $44,736,396 | +$3,232,294 | $27.96 | 50 |
| 2025 Q1 | 1,482,704 | $39,688,985 | +$3,857,163 | $26.76 | 44 |
| 2024 Q4 | 1,342,392 | $34,072,390 | -$836,188 | $25.38 | 48 |
| 2024 Q3 | 1,436,811 | $40,148,568 | -$1,749,789 | $27.94 | 50 |
| 2024 Q2 | 1,487,988 | $39,234,021 | +$1,941,288 | $26.36 | 44 |
| 2024 Q1 | 1,411,940 | $38,647,389 | -$10,713,273 | $27.38 | 46 |
| 2023 Q4 | 1,800,631 | $50,526,541 | -$7,549,736 | $28.07 | 50 |
| 2023 Q3 | 2,101,859 | $55,109,160 | -$5,965,478 | $26.26 | 46 |
| 2023 Q2 | 2,316,220 | $63,898,814 | +$1,026,574 | $27.58 | 45 |
| 2023 Q1 | 2,288,320 | $61,941,990 | +$10,257,214 | $27.07 | 43 |
| 2022 Q4 | 1,910,796 | $49,346,644 | +$10,150,194 | $25.83 | 43 |
| 2022 Q3 | 1,511,552 | $36,686,271 | +$5,428,060 | $24.27 | 34 |
| 2022 Q2 | 1,303,344 | $33,424,771 | -$14,145,999 | $25.64 | 38 |
| 2022 Q1 | 1,880,093 | $52,596,197 | +$8,532,840 | $27.97 | 42 |
| 2021 Q4 | 1,645,942 | $49,313,067 | -$1,813,962 | $29.97 | 46 |
| 2021 Q3 | 1,702,246 | $53,189,680 | -$2,384,716 | $31.26 | 42 |
| 2021 Q2 | 1,754,648 | $57,218,026 | +$667,841 | $32.61 | 44 |
| 2021 Q1 | 1,761,498 | $56,388,321 | +$18,436,667 | $32.02 | 52 |
| 2020 Q4 | 1,179,726 | $41,025,424 | -$1,975,203 | $34.79 | 46 |
| 2020 Q3 | 1,232,435 | $39,119,582 | -$12,902,911 | $31.74 | 42 |