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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

64

Shares (Excl. Options)

2,848,450

Price

$28.70

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+306,385
Value change
+$8,906,868
Number of holders
64
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
2,578,917
SEC-reported price per share
$28.63
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ELD - WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund is tracked under CUSIP 97717X867.
  • 64 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 62 to 64 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $70,786,289 to $81,758,398.

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

Latest holder context comes from 64 institutions filings for Q2 2026.

Open SEC evidence

Security key

97717X867

Latest holder period

Q2 2026

13F holders

64

13D/G owners

1

CIK / CUSIP context first

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, 64 institutional investors reported holding 2,848,450 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
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 2,848,450 $81,758,398 +$8,906,868 $28.70 64
2026 Q1 2,542,004 $70,786,289 +$21,936,497 $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
2020 Q2 1,619,671 $51,716,759 -$23,778,758 $31.93 47
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