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EMCB WISDOMTREE TR

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WSDM EMKTBD FD (fund)

27 managers (27 13F filers) reported a position in EMCB shares at 2024-12-31, 767,469 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.

Managers
27
13F filers
27
New
6
Added
7
Reduced
7
Sold out
0
Shares held by filers
767,469

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC203,567$13.2M0.01%+8,21313F-HRTimeline
Integrated Wealth Concepts LLC177,336$11.5M0.13%+9,44013F-HRTimeline
UBS Group AGin group UBS Group AG114,138$7.41M<0.01%+6,96513F-HRTimelineGroup
Good Life Advisors, LLC72,886$4.73M0.34%+7,63913F-HRTimeline
Anderson Financial Strategies, LLC56,658$3.68M2.22%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,490$2.17M<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.33,376$2.17M0.98%-2,65013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…19,060$1.24M0.13%+59713F-HRTimelineGroup
AE Wealth Management LLC14,705$955K0.01%+15313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,308$669K<0.01%-2,71813F-HRTimelineGroup
NewSquare Capital LLC7,506$487K0.04%+51513F-HRTimeline
OneDigital Investment Advisors LLC6,680$434K0.01%-3,26913F-HRTimeline
Leo Wealth, LLC5,070$329K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,058$328K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC3,088$200K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,084$135K<0.01%-3613F-HRTimelineGroup
COMERICA BANK763$49.5K<0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP477$31K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC475$30.8K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC475$30.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY122$7.93K<0.01%-27613F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57$3.67K<0.01%-113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…41$2.66K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28$1.84K<0.01%-8,58013F-HR/ATimelineGroup
Plante Moran Financial Advisors, LLC12$779<0.01%013F-HRTimeline
Capital A Wealth Management, LLC9$584<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.