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.
Showing 15 of 41 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $16.7M | 255,647 |
| Integrated Wealth Concepts LLC | 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 | READING, PA | $6.7M | 101,487 |
| Anderson Financial Strategies, LLC | 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 | GRAND RAPIDS, MI | $1.6M | 24,454 |
| AE Wealth Management LLC | TOPEKA, KS | $1.2M | 18,150 |
| VestGen Advisors, LLC | CHICAGO, IL | $709K | 10,705 |
| Belpointe Asset Management LLC | RENO, NV | $707K | 10,681 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $690K | 10,535 |
| NewSquare Capital LLC | NEWTOWN SQUARE, PA | $560K | 8,468 |