13F Insight
DOSSIER · 13F Holders · Q2 2026
EMCB

WISDOMTREE TR

39 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717X784·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$77M
visible holders
Holders
39
filers reporting
Concentration
22.20%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported EMCB in Q2 2026. LPL Financial LLC leads at 22.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$17M258K0.00%Q2 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$15M221K0.07%Q2 202603
Occidental Asset Management, LLC
CIK 0001770994
$12M177K1.16%Q2 202604
UBS Group AG
CIK 0001610520
$9M131K0.00%Q2 202605
Good Life Advisors, LLC
CIK 0001696260
$7M101K0.42%Q2 202506
Anderson Financial Strategies, LLC
CIK 0002018166
$4M66K2.25%Q2 202607
Kestra Advisory Services, LLC
CIK 0001830819
$2M33K0.01%Q2 202608
Talisman Wealth Advisors LLC
CIK 0001962685
$2M22K1.58%Q2 202609
MOODY NATIONAL BANK TRUST DIVISION
CIK 0001092903
$2M26K0.14%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M25K0.00%Q1 202611
AE Wealth Management LLC
CIK 0001697723
$1M18K0.01%Q2 202612
Belpointe Asset Management LLC
CIK 0001721242
$707K11K0.02%Q2 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$701K11K0.00%Q2 202614
VestGen Advisors, LLC
CIK 0002050130
$689K10K0.02%Q2 202615
Rockefeller Capital Management L.P.
CIK 0001739439
$668K10K0.00%Q2 202616
NewSquare Capital LLC
CIK 0001546989
$560K8K0.04%Q2 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$517K8K0.00%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$486K7K0.00%Q2 202619
Schwallier Wealth Management LLC
CIK 0001934951
$281K4K0.18%Q2 202620
Fermata Advisors, LLC
CIK 0001859259
$248K4K0.05%Q2 2026
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