ELD · WisdomTree Emerging Markets Local Debt Fund ETF

$29.00 +0.00 (+0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 61

Total Value: $66,797,593

Total Shares: 2,401,065

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 61 13F filers · Δ vs Dec 31, 2025

Top Holder

18.6%

−6.8 pts

Top 5

51.0%

−12.1 pts

Top 10

72.7%

−10.1 pts

HHI

779

Broadly held−394

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +8

Institutional value: +31.1%

Shares held: +37.6%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega JANE STREET GROUP, LLC	+110,201	124,523
Large Kestra Advisory Services, LLC	+93,813	94,513
Mega WELLS FARGO & COMPANY/MN	+90,290	218,828
Mega ROYAL BANK OF CANADA	+62,475	91,556
Small Elmwood Wealth Management, Inc.	+21,218	142,056

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Large OSAIC HOLDINGS, INC.	−19,128	87,848
Mega MORGAN STANLEY	−10,426	114,725
Small NBC SECURITIES, INC.	−2,148	19,403
Mega UBS Group AG	−1,382	20,060
Mid Valmark Advisers, Inc.	−1,095	9,343

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mega Bank of New York Mellon Corp	112,065	$3,117,647
Small Clear Creek Financial Management, LLC	29,598	$823,416
Large Sanctuary Advisors, LLC	27,336	$760,487
Mid OLD MISSION CAPITAL LLC	24,885	$692,300
Small Trilogy Capital Inc.	23,754	$660,836

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,646	$427,663
Small Insight Advisors, LLC/ PA	11,019	$321,754
Small TUCKER ASSET MANAGEMENT LLC	91	$2,657
Mid Global Retirement Partners, LLC	50	$1,460

Filter: New 12 Increased 26 Reduced 11 Sold out 4 Unchanged 12

Showing 61 of 61

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Vontobel Holding Ltd. ELD

$12,449,616

18.64%

447,506

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Vontobel Swiss Financial Advisers AG	447,506	$12,449,616	100.0%	Defined

BANK OF AMERICA CORP /DE/ ELD

$8,142,635

12.19%

292,690

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	24,293	$675,831	8.3%	Defined
MANAGED ACCOUNT ADVISORS LLC	268,397	$7,466,804	91.7%	Defined

WELLS FARGO & COMPANY/MN ELD

$6,087,794

9.11%

218,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	82,952	$2,307,724	37.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	135,876	$3,780,070	62.1%	Defined

Elmwood Wealth Management, Inc. ELD

$3,951,997

5.92%

142,056

JANE STREET GROUP, LLC ELD

$3,464,229

5.19%

124,523

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	124,523	$3,464,229	100.0%	Defined

MORGAN STANLEY ELD

$3,191,648

4.78%

114,725

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	114,725	$3,191,648	100.0%	Defined

Bank of New York Mellon Corp ELD

$3,117,647

4.67%

112,065

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	106,348	$2,958,601	94.9%	Defined
BNY Mellon Advisors, Inc.	5,716	$159,019	5.1%	Defined
Held directly	1	$27	0.0%	Defined

Ignite Planners, LLC ELD

$2,985,976

4.47%

107,332

Kestra Advisory Services, LLC ELD

$2,629,351

3.94%

94,513

ROYAL BANK OF CANADA ELD

$2,547,087

3.81%

91,556

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	91,556	$2,547,087	100.0%	Defined

OSAIC HOLDINGS, INC. ELD

$2,443,931

3.66%

87,848

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	87,848	$2,443,931	100.0%	Defined

Pekin Hardy Strauss, Inc. ELD

$2,128,313

3.19%

76,503

LPL Financial LLC ELD

$1,338,308

2.00%

48,106

Janney Montgomery Scott LLC ELD

$1,188,136

1.78%

42,708

RAYMOND JAMES FINANCIAL INC ELD

$848,537

1.27%

30,501

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	29,147	$810,869	95.6%	Defined
Raymond James Financial Services Advisors, Inc.	1,354	$37,668	4.4%	Defined

Clear Creek Financial Management, LLC ELD

$823,416

1.23%

29,598

Sanctuary Advisors, LLC ELD

$760,487

1.14%

27,336

OLD MISSION CAPITAL LLC ELD

$692,300

1.04%

24,885

Trilogy Capital Inc. ELD

$660,836

0.99%

23,754

GOLDMAN SACHS GROUP INC ELD

$642,586

0.96%

23,098

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	23,098	$642,586	100.0%	Defined

UBS Group AG ELD

$558,069

0.84%

20,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	20,060	$558,069	100.0%	Defined

NBC SECURITIES, INC. ELD

$539,791

0.81%

19,403

ASSETMARK, INC ELD

$512,833

0.77%

18,434

Moors & Cabot, Inc. ELD

$415,881

0.62%

14,949

Capital Analysts, LLC ELD

$397,965

0.60%

14,305

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	14,305	$397,965	100.0%	Defined

Treasure Coast Financial Planning ELD

$374,818

0.56%

13,473

Net Worth Advisory Group ELD

$356,568

0.53%

12,817

ARKANSAS FINANCIAL GROUP, INC. ELD

$331,753

0.50%

11,925

Rubicon Advisors, GP ELD

$318,845

0.48%

11,461

RFG Advisory, LLC ELD

$270,521

0.40%

9,724

Stratos Wealth Partners, LTD. ELD

$267,600

0.40%

9,619

Valmark Advisers, Inc. ELD

$259,922

0.39%

9,343

INTEGRITY ALLIANCE, LLC. ELD

$246,095

0.37%

8,846

Alexander Randolph Advisory, Inc. ELD

$238,556

0.36%

8,575

Baker Ellis Asset Management LLC ELD

$225,342

0.34%

8,100

Betterment LLC ELD

$221,641

0.33%

7,967

HARBOUR INVESTMENTS, INC. ELD

$216,328

0.32%

7,776

Gateway Wealth Partners, LLC ELD

$204,310

0.31%

7,344

E Fund Management Co., Ltd. ELD

$201,110

0.30%

7,229

Smartleaf Asset Management LLC ELD

$193,515

0.29%

6,956

JPMORGAN CHASE & CO ELD

$83,960

0.13%

3,018

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	3,018	$83,960	100.0%	Other

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ELD

$63,568

0.10%

2,285

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	2,285	$63,568	100.0%	Defined

EVOLUTION WEALTH MANAGEMENT INC. ELD

$49,408

0.07%

1,776

Sound Income Strategies, LLC ELD

$27,263

0.04%

980

IFP Advisors, Inc ELD

$25,900

0.04%

931

JFS WEALTH ADVISORS, LLC ELD

$25,566

0.04%

919

Avion Wealth ELD

$12,324

0.02%

443

SBI Securities Co., Ltd. ELD

$12,240

0.02%

440

Larson Financial Group LLC ELD

$10,209

0.02%

367

BLAIR WILLIAM & CO/IL ELD

$7,956

0.01%

286

CoreCap Advisors, LLC ELD

$7,455

0.01%

268

PNC FINANCIAL SERVICES GROUP, INC. ELD

$6,509

0.01%

234

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	234	$6,509	100.0%	Defined

CREATIVE FINANCIAL DESIGNS INC /ADV ELD

$6,315

0.01%

227

Federation des caisses Desjardins du Quebec ELD

$5,564

0.01%

200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	200	$5,564	100.0%	Defined

Elevated Capital Advisors, LLC ELD

$2,948

0.00%

106

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ELD

$1,669

0.00%

Covestor Ltd ELD

$1,001

0.00%

Strategic Wealth Partners, Ltd. ELD

$918

0.00%

AE Wealth Management LLC ELD

$417

0.00%

FMR LLC ELD

$83

0.00%

HUNTINGTON NATIONAL BANK ELD

$27

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	14,646	$427,663	100.0%	Other