Skip to content
Disclosery

EMCB WISDOMTREE TR

Follow

WSDM EMKTBD FD (fund)

34 managers (34 13F filers) reported a position in EMCB shares at 2026-06-30, 1,069,789 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
34
13F filers
34
New
4
Added
12
Reduced
9
Sold out
4
Shares held by filers
1,069,789

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC257,534$17M<0.01%+1,88713F-HRTimeline
Integrated Wealth Concepts LLC220,919$14.6M0.07%+3,94313F-HRTimeline
Occidental Asset Management, LLC176,935$11.7M1.16%+6,27813F-HRTimeline
UBS Group AGin group UBS Group AG130,651$8.65M<0.01%-32,08213F-HRTimelineGroup
Anderson Financial Strategies, LLC65,617$4.34M2.25%+4,93713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,885$2.18M0.01%+1,31013F-HRTimelineGroup
Talisman Wealth Advisors LLC22,173$2.12M1.58%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,840$1.78M<0.01%+1,55513F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…25,624$1.7M0.14%+2,41413F-HRTimelineGroup
AE Wealth Management LLC18,150$1.2M0.01%-6,30813F-HRTimeline
Belpointe Asset Management LLC10,681$707K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,586$701K<0.01%+2,84213F-HRTimelineGroup
VestGen Advisors, LLC10,407$689K0.02%-29813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,096$668K<0.01%-43913F-HRTimelineGroup
NewSquare Capital LLC8,468$560K0.04%+17913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,814$517K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,337$486K<0.01%-9613F-HRTimelineGroup
Schwallier Wealth Management LLC4,243$281K0.18%-20,21113F-HRTimeline
Fermata Advisors, LLC3,747$248K0.05%+39113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,351$222K0.01%-2613F-HRTimeline
FLOW TRADERS U.S. LLC3,246$215K0.01%+10413F-HRTimeline
Collaborative Wealth Managment Inc.3,102$205K0.09%-67813F-HRTimeline
Forum Finance Group S.A.3,740$200K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,654$109K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC1,084$71.7K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…763$50.5K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC750$49.6K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.737$48.8K<0.01%+70913F-HRTimelineGroup
Aptus Capital Advisors, LLC475$31.4K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…61$4.06K<0.01%013F-HRTimelineGroup
MCDONALD PARTNERS LLC61$4.04K<0.01%new13F-HRTimeline
Parallel Advisors, LLC52$3.44K<0.01%-1813F-HRTimeline
DHJJ Financial Advisors, Ltd.5$331<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$66<0.01%new13F-HRTimelineGroup