# WISDOMTREE TR WSDM EMKTBD FD

WISDOMTREE TR WSDM EMKTBD FD is a security (CUSIP 97717X784) tracked across SEC portfolio filings. 41 institutional managers reported $77.3M on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: WSDM EMKTBD FD
- CUSIP: 97717X784
- 13F holders: 41
- 13F value: $77.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 41 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $16.7M | 255,647 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $14.2M | 216,976 |
| Occidental Asset Management, LLC | BURLINGAME, CA | $11.2M | 170,657 |
| UBS Group AG | Zurich, V8 | $10.7M | 162,733 |
| [Good Life Advisors, LLC](https://search.stillhousedata.com/firm/171898) | READING, PA | $6.7M | 101,487 |
| [Anderson Financial Strategies, LLC](https://search.stillhousedata.com/firm/290343) | DAYTON, OH | $4.0M | 60,680 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $2.2M | 32,885 |
| MOODY NATIONAL BANK TRUST DIVISION | GALVESTON, TX | $1.7M | 25,624 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $1.7M | 25,285 |
| [Schwallier Wealth Management LLC](https://search.stillhousedata.com/firm/143329) | GRAND RAPIDS, MI | $1.6M | 24,454 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $1.2M | 18,150 |
| [VestGen Advisors, LLC](https://search.stillhousedata.com/firm/318657) | CHICAGO, IL | $709K | 10,705 |
| [Belpointe Asset Management LLC](https://search.stillhousedata.com/firm/143440) | RENO, NV | $707K | 10,681 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $690K | 10,535 |
| NewSquare Capital LLC | NEWTOWN SQUARE, PA | $560K | 8,468 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717X784.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.