WisdomTree Emerging Markets Corporate Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 227.31 K | $15.11 M | 7.01% | 16.24% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 179.35 K | $11.92 M | 5.76% | 12.82% |
| UBS GROUP AG | 01/29/2026 | 157.93 K | $10.50 M | 4.41% | 11.31% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 01/08/2026 | 138.62 K | $9.21 M | 7.69% | 10.30% |
| ANDERSON FINANCIAL STRATEGIES, LLC | 02/24/2026 | 58.09 K | $3.89 M | 4.78% | 4.31% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 28.00 K | $1.86 M | 6.78% | 2.01% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 02/09/2026 | 24.35 K | $1.62 M | -12.96% | 1.74% |
| MOODY NATIONAL BANK TRUST DIVISION | 01/12/2026 | 19.70 K | $1.31 M | 1.51% | 1.46% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 20.01 K | $1.33 M | 16.10% | 1.43% |
| JANE STREET GROUP, LLC | 02/12/2026 | 18.90 K | $1.26 M | -43.25% | 1.40% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 16.44 K | $1.09 M | -39.66% | 1.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 11.46 K | $762.08 K | 256.25% | 0.85% |
| VESTGEN ADVISORS, LLC | 02/17/2026 | 10.70 K | $711.10 K | -0.80% | 0.77% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 8.38 K | $557.05 K | -4.75% | 0.60% |
| NEWSQUARE CAPITAL LLC | 02/17/2026 | 7.90 K | $524.78 K | -3.31% | 0.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 7.81 K | $519.40 K | -32.38% | 0.56% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 6.62 K | $440.16 K | 43.86% | 0.47% |
| 02/19/2026 | 5.10 K | $339.06 K | 100.00% | 0.37% | |
| FERMATA ADVISORS, LLC | 01/08/2026 | 3.78 K | $251.22 K | 2.75% | 0.28% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.66 K | $110.00 K | -1.48% | 0.12% |
| FRAZIER FINANCIAL ADVISORS, LLC | 02/09/2026 | 1.08 K | $72.05 K | 0.00% | 0.08% |
| COMERICA BANK | 01/29/2026 | 763 | $50.72 K | 0.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 750 | $49.85 K | 0.00% | 0.05% |
| WEALTH WATCH ADVISORS, INC | 02/17/2026 | 569 | $37.82 K | 0.00% | 0.04% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 475 | $31.57 K | 0.00% | 0.03% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 60 | $3.97 K | 1.69% | 0.00% |
| CWM, LLC | 01/26/2026 | 43 | $3.00 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 28 | $1.89 K | 0.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 21 | $1.40 K | -4.55% | 0.00% |
| DHJJ FINANCIAL ADVISORS, LTD. | 01/23/2026 | 5 | $333 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Emerging Markets Corporate Bond Fund institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Corporate Bond Fund. The most heavily invested institutionals were:
Occidental Asset Management, LLC: 170,657
UBS Group AG: 162,733
Kestra Advisory Services, LLC: 31,575
Schwallier Wealth Management LLC: 24,454
MOODY NATIONAL BANK TRUST DIVISION: 23,210
ENVESTNET ASSET MANAGEMENT INC: 7,433
71.01% of WisdomTree Emerging Markets Corporate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.40 M shares in the last 24 months. This purchase volume represents approximately $93.80 M in transactions.