WISDOMTREE TR (EMMF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
30
Reporting holders
$118.1M
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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | $70.5M | 1,824,236 | 2.74% | 10q | -3.3%-$2.4M |
| LPL Financial LLC | $12.0M | 310,063 | 0.00% | 7q | -5.4%-$680.7K |
| Kestra Advisory Services, LLC | $8.2M | 211,446 | 0.03% | 12q | +7.2%+$547.2K |
| Tidemark, LLC | $6.4M | 164,478 | 1.43% | 5q | -27.3%-$2.4M |
| JPMORGAN CHASE & CO | $4.9M | 128,487 | 0.00% | 9q | +39.7%+$1.4M |
| Welch Financial Planning, LLC | $4.7M | 120,873 | 2.72% | 3q | -1.8%-$83.7K |
| JANE STREET GROUP, LLC | $2.7M | 70,749 | 0.00% | 3q | -48.2%-$2.5M |
| GREENWOOD CAPITAL ASSOCIATES LLC | $1.7M | 44,361 | 0.17% | 6q | +1.9%+$32.4K |
| STIFEL FINANCIAL CORP | $1.2M | 30,624 | 0.00% | 6q | -2.5%-$30.1K |
| OSAIC HOLDINGS, INC. | $1.1M | 29,291 | 0.00% | 10q | +20.8%+$195.1K |
| United Advisor Group, LLC | $1.1M | 28,138 | 0.11% | 4q | +21.3%+$190.6K |
| OLD MISSION CAPITAL LLC | $934.1K | 24,179 | 0.01% | 2q | -32.8%-$456.3K |
| Stratos Wealth Partners, LTD. | $718.6K | 18,601 | 0.01% | 2q | +123.5%+$397.1K |
| Baird Financial Group, Inc. | $406.9K | 10,534 | 0.00% | 3q | -2.6%-$10.9K |
| RAYMOND JAMES FINANCIAL INC | $374.4K | 9,691 | 0.00% | 3q | -34.7%-$198.6K |
| Cetera Investment Advisers | $253.9K | 6,573 | 0.00% | new | NEW |
| Unified Investment Management | $230.0K | 5,953 | 0.21% | new | NEW |
| MARATHON CAPITAL MANAGEMENT | $225.9K | 5,848 | 0.05% | new | NEW |
| WELLS FARGO & COMPANY/MN | $217.4K | 5,626 | 0.00% | 10q | -51.7%-$232.9K |
| Cheviot Value Management, LLC | $177.9K | 4,606 | 0.02% | 6q | HELD |
| IFP Advisors, Inc | $88.6K | 2,294 | 0.00% | 13q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $26.6K | 689 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $26.6K | 689 | 0.01% | 11q | -8.0%-$2.3K |
| Princeton Global Asset Management LLC | $16.0K | 415 | 0.00% | 25q | HELD |
| Signature Resources Capital Management, LLC | $8.7K | 225 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $7.7K | 200 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $3.7K | 97 | 0.00% | 3q | +1.0% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $2.1K | 55 | 0.00% | 7q | +1.9% |
| JONES FINANCIAL COMPANIES LLLP | $1.8K | 48 | 0.00% | new | NEW |
| MORGAN STANLEY | $77 | 2 | 0.00% | 8q | +100.0% |
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 | 30 | $118.1M | 3,059,071 | 6 | 9 | 11 | 0.0% |
| Q1 2026 | 31 | $117.1M | 3,540,222 | 7 | 13 | 2 | 0.0% |
| Q4 2025 | 27 | $102.7M | 3,255,715 | 4 | 10 | 5 | 0.0% |
| Q3 2025 | 26 | $89.5M | 2,926,031 | 3 | 12 | 2 | 0.0% |
| Q2 2025 | 26 | $77.3M | 2,676,881 | 5 | 13 | 2 | 0.0% |
| Q1 2025 | 27 | $58.7M | 2,211,802 | 7 | 9 | 5 | 0.0% |
| Q4 2024 | 23 | $23.7M | 886,877 | 9 | 4 | 2 | 0.0% |
| Q3 2024 | 15 | $25.1M | 881,711 | 4 | 5 | 2 | 0.0% |
| Q2 2024 | 12 | $18.7M | 675,855 | 3 | 5 | 2 | 0.0% |
| Q1 2024 | 13 | $21.1M | 803,891 | 5 | 5 | 0 | 0.0% |
| Q4 2023 | 8 | $2.5M | 101,514 | 3 | 0 | 3 | 0.0% |
| Q3 2023 | 6 | $5.4M | 186,546 | 2 | 2 | 2 | 0.0% |
| Q2 2023 | 5 | $4.7M | 133,386 | 2 | 1 | 1 | 0.0% |
| Q1 2023 | 6 | $4.5M | 127,725 | 0 | 1 | 4 | 0.0% |
| Q4 2022 | 7 | $4.7M | 142,282 | 2 | 1 | 2 | 0.0% |
| Q3 2022 | 5 | $4.5M | 152,167 | 0 | 1 | 2 | 0.0% |
| Q2 2022 | 5 | $6.7M | 193,612 | 0 | 0 | 2 | 0.0% |
| Q1 2022 | 6 | $8.0M | 196,110 | 1 | 2 | 1 | 0.0% |
| Q4 2021 | 6 | $7.9M | 193,416 | 1 | 1 | 3 | 0.0% |
| Q3 2021 | 6 | $9.8M | 271,282 | 0 | 3 | 2 | 0.0% |
| Q2 2021 | 6 | $9.8M | 260,890 | 0 | 2 | 1 | 0.0% |
| Q1 2021 | 7 | $7.4M | 210,048 | 1 | 0 | 4 | 0.0% |
| Q4 2020 | 9 | $12.5M | 431,178 | 0 | 2 | 3 | 0.0% |
| Q3 2020 | 8 | $6.9M | 250,925 | 1 | 1 | 2 | 0.0% |
| Q2 2020 | 8 | $10.4M | 408,300 | 2 | 4 | 2 | 0.0% |
| Q1 2020 | 8 | $8.7M | 404,190 | 3 | 3 | 0 | 0.0% |
| Q4 2019 | 7 | $9.2M | 327,636 | 1 | 2 | 2 | 0.0% |
| Q3 2019 | 12 | $17.7M | 750,022 | 6 | 3 | 2 | 0.0% |
| Q2 2019 | 6 | $11.7M | 432,386 | 2 | 2 | 1 | 0.0% |
| Q1 2019 | 4 | $11.7M | 429,539 | 0 | 1 | 3 | 0.0% |
| Q4 2018 | 4 | $12.1M | 478,072 | 0 | 0 | 0 | 0.0% |