EMCB · WisdomTree Emerging Markets Corporate Bond Fund ETF

$65.80 +0.03 (+0.05%) 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: 16

Total Value: $37,580,167

Total Shares: 563,590

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 16 13F filers · Δ vs Jun 30, 2024

Top Holder

34.7%

+7.6 pts

Top 5

92.4%

+16.2 pts

Top 10

99.7%

+4.8 pts

HHI

2,511

Highly concentrated+1,039

Quarterly Activity

vs Jun 30, 2024

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -4

Institutional value: -12.9%

Shares held: -15.9%

Top Buyers

vs Jun 30, 2024

Institution	Added	Now Holds
Mid Integrated Wealth Concepts LLC	+61,863	167,896
Mega LPL Financial LLC	+13,998	195,354
Mega UBS Group AG	+828	107,173
Large OSAIC HOLDINGS, INC.	+105	8,608
Mid EverSource Wealth Advisors, LLC	+1	58

Top Sellers

vs Jun 30, 2024

Institution	Sold	Now Holds
Mid OneDigital Investment Advisors LLC	−17,686	9,949
Large AE Wealth Management LLC	−10,930	14,552
Mega ENVESTNET ASSET MANAGEMENT INC	−3,481	13,026
Micro Collaborative Wealth Managment Inc.	−790	36,026
Mega ROYAL BANK OF CANADA	−80	2,120

Top New Positions

vs Jun 30, 2024

Institution	Acquired	Value (USD)	Open
Large JONES FINANCIAL COMPANIES LLLP	477	$31,806
Small Plante Moran Financial Advisors, LLC	12	$800

Top Sold-Out Positions

vs Jun 30, 2024

Institution	Previously Held	Last Value (USD)
Small Good Life Advisors, LLC	60,631	$3,902,211
Mega JANE STREET GROUP, LLC	56,717	$3,650,306
Small MOODY NATIONAL BANK TRUST DIVISION	18,463	$1,188,278
Mega BANK OF MONTREAL /CAN/	14,836	$954,844
Mid Gradient Investments LLC	125	$8,045

Filter: New 2 Increased 5 Reduced 7 Sold out 6 Unchanged 2

Showing 16 of 16

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC EMCB

$13,026,204

34.66%

195,354

Integrated Wealth Concepts LLC EMCB

$11,195,305

29.79%

167,896

UBS Group AG EMCB

$7,146,295

19.02%

107,173

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	107,131	$7,143,495	100.0%	Defined
UBS Securities LLC	42	$2,800	0.0%	Defined

Collaborative Wealth Managment Inc. EMCB

$2,402,213

6.39%

36,026

AE Wealth Management LLC EMCB

$970,320

2.58%

14,552

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

Manager	Shares	Value (USD)	% of position	Discretion
Centennial Wealth Advisory LLC	209	$13,936	1.4%	Other
Advantage Retirement Group	8	$533	0.1%	Other
Harlow Wealth Managment, Inc.	261	$17,403	1.8%	Other
Kingdom Financial Group LLC.	313	$20,870	2.2%	Other
FSR Wealth Management Ltd.	1,890	$126,025	13.0%	Other
B.O.S.S. Retirement Advisors, LLC	38	$2,533	0.3%	Other
MADISON AVENUE SECURITIES, LLC	98	$6,534	0.7%	Other
Howard Bailey Financial	142	$9,468	1.0%	Other
Elite Retirement Planning, LLC	229	$15,269	1.6%	Other
E3	8	$533	0.1%	Other
Capital A Wealth Management	2,580	$172,034	17.7%	Other
Held directly	8,776	$585,182	60.3%	Sole

ENVESTNET ASSET MANAGEMENT INC EMCB

$868,573

2.31%

13,026

OneDigital Investment Advisors LLC EMCB

$663,399

1.77%

9,949

OSAIC HOLDINGS, INC. EMCB

$573,981

1.53%

8,608

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

Manager	Shares	Value (USD)	% of position	Discretion
Osaic Advisory Services, LLC	8,580	$572,114	99.7%	Defined
OSAIC FA, INC.	28	$1,867	0.3%	Defined

NewSquare Capital LLC EMCB

$466,159

1.24%

6,991

ROYAL BANK OF CANADA EMCB

$141,361

0.38%

2,120

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	393	$26,205	18.5%	Defined
RBC Dominion Securities Inc.	1,727	$115,156	81.5%	Defined

JONES FINANCIAL COMPANIES LLLP EMCB

$31,806

0.08%

477

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

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	477	$31,806	100.0%	Sole

GUARDIAN WEALTH ADVISORS, LLC / NC EMCB

$31,673

0.08%

475

Aptus Capital Advisors, LLC EMCB

$31,673

0.08%

475

MORGAN STANLEY EMCB

$26,538

0.07%

398

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	398	$26,538	100.0%	Defined

EverSource Wealth Advisors, LLC EMCB

$3,867

0.01%

Plante Moran Financial Advisors, LLC EMCB

$800

0.00%

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	56,717	$3,650,306	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	14,836	$954,844	100.0%	Defined