Skip to content

EMCB WISDOMTREE TR

Follow

WSDM EMKTBD FD (fund)

27 managers (27 13F filers) reported a position in EMCB shares at 2025-03-31, 804,478 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
27
13F filers
27
New
5
Added
4
Reduced
11
Sold out
6
Shares held by filers
804,478

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC214,506$14M0.01%+10,93913F-HRTimeline
UBS Group AGin group UBS Group AG135,353$8.85M<0.01%+21,21513F-HRTimelineGroup
Integrated Wealth Concepts LLC127,759$8.36M0.1%-49,57713F-HRTimeline
Good Life Advisors, LLC88,061$5.76M0.41%+15,17513F-HRTimeline
Anderson Financial Strategies, LLC53,212$3.48M2.13%-3,44613F-HRTimeline
Collaborative Wealth Managment Inc.32,011$2.09M0.98%-1,36513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,802$1.88M<0.01%-4,68813F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,585$1.48M0.01%new13F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…19,060$1.25M0.13%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC16,667$1.09M0.05%new13F-HRTimeline
AE Wealth Management LLC12,958$848K0.01%-1,74713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,556$756K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,971$652K<0.01%-33713F-HRTimelineGroup
VestGen Advisors, LLC9,751$638K0.03%13F-HRTimeline
NewSquare Capital LLC7,342$480K0.04%-16413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,022$328K<0.01%-3613F-HRTimelineGroup
OneDigital Investment Advisors LLC4,582$300K<0.01%-2,09813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,077$136K<0.01%-713F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,160$75.1K<0.01%+68313F-HR/ATimelineGroup
COMERICA BANK763$49.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC475$31.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC475$31.1K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC251$16.4K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57$3.75K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21$1.37K<0.01%-10113F-HRTimelineGroup
FMR LLCin group FMR LLC1$65<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.