WISDOMTREE TR (EMCB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
32
Reporting holders
$71.0M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | 0.07% | 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 |
| Collaborative Wealth Managment Inc. | $205.3K | 3,102 | 0.09% | 19q | -17.9%-$44.9K |
| 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% | new | NEW |
| 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 |
| FLOW TRADERS U.S. LLC | $215 | 3,246 | 0.01% | 6q | +3.3% |
| Forum Finance Group S.A. | $200 | 3,740 | 0.07% | 2q | 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 32 | $71.0M | 1,062,803 | 5 | 11 | 9 | 0.0% |
| Q1 2026 | 31 | $69.9M | 1,066,685 | 6 | 12 | 4 | 0.0% |
| Q4 2025 | 28 | $62.5M | 939,415 | 0 | 12 | 8 | 0.0% |
| Q3 2025 | 29 | $60.5M | 904,290 | 7 | 12 | 4 | 0.0% |
| Q2 2025 | 27 | $52.3M | 793,486 | 4 | 12 | 4 | 0.0% |
| Q1 2025 | 25 | $51.5M | 787,811 | 4 | 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 | 18 | $35.5M | 549,327 | 2 | 6 | 6 | 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 | 22 | $24.6M | 394,091 | 0 | 11 | 6 | 0.0% |
| Q1 2023 | 25 | $25.7M | 413,020 | 1 | 10 | 5 | 0.0% |
| Q4 2022 | 23 | $20.8M | 336,640 | 2 | 8 | 8 | 0.0% |
| Q3 2022 | 29 | $29.2M | 496,908 | 3 | 9 | 7 | 0.0% |
| Q2 2022 | 32 | $27.7M | 455,728 | 4 | 9 | 8 | 0.0% |
| Q1 2022 | 32 | $33.4M | 505,933 | 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 | $12.7M | 165,343 | 2 | 8 | 3 | 0.0% |
| Q3 2020 | 18 | $9.1M | 123,416 | 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% |