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Disclosery

EMCB WISDOMTREE TR

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WSDM EMKTBD FD (fund)

35 managers (35 13F filers) reported a position in EMCB shares at 2026-03-31, 1,074,331 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
7
Added
13
Reduced
6
Sold out
3
Shares held by filers
1,074,331

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC255,647$16.7M<0.01%+28,33313F-HRTimeline
Integrated Wealth Concepts LLC216,976$14.2M0.11%+37,63113F-HRTimeline
Occidental Asset Management, LLC170,657$11.2M1.32%+32,04213F-HRTimeline
UBS Group AGin group UBS Group AG162,733$10.7M<0.01%+4,80413F-HRTimelineGroup
Anderson Financial Strategies, LLC60,680$4.03M2.22%+2,59413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,575$2.07M0.01%+3,57313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,285$1.66M<0.01%+6,39013F-HRTimelineGroup
AE Wealth Management LLC24,458$1.6M0.01%+4,44913F-HRTimeline
Schwallier Wealth Management LLC24,454$1.6M1.17%new13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…23,210$1.52M0.14%+3,51113F-HRTimelineGroup
VestGen Advisors, LLC10,705$709K0.02%+713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,535$690K<0.01%-92913F-HRTimelineGroup
NewSquare Capital LLC8,289$543K0.05%+39413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,814$512K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,744$506K<0.01%+1,12213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,433$487K<0.01%-94713F-HRTimelineGroup
Collaborative Wealth Managment Inc.3,780$248K0.11%-20,57213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,377$221K0.01%new13F-HRTimeline
Fermata Advisors, LLC3,356$220K0.05%-42313F-HRTimeline
Cetera Investment Advisers3,303$216K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC3,142$206K0.01%-13,29413F-HRTimeline
Forum Finance Group S.A.3,740$196K0.11%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,654$108K<0.01%-713F-HRTimelineGroup
Frazier Financial Advisors, LLC1,084$71K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…763$50K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC750$49.1K<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC475$31.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC475$31.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC70$4.59K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…61$3.96K<0.01%+113F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC43$2.82K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28$1.86K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC16$1.05K<0.01%13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.14$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DHJJ Financial Advisors, Ltd.5$328<0.01%013F-HRTimeline