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 | 08/07/2026 | 257.53 K | $17.04 M | 0.74% | 16.99% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 220.92 K | $14.62 M | 1.82% | 14.58% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 08/07/2026 | 176.94 K | $11.71 M | 3.68% | 11.67% |
| UBS GROUP AG | 08/13/2026 | 130.65 K | $8.65 M | -19.71% | 8.62% |
| ANDERSON FINANCIAL STRATEGIES, LLC | 08/20/2026 | 65.62 K | $4.34 M | 8.14% | 4.33% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 32.89 K | $2.18 M | 4.15% | 2.17% |
| JANE STREET GROUP, LLC | 08/14/2026 | 26.84 K | $1.78 M | 6.15% | 1.77% |
| MOODY NATIONAL BANK TRUST DIVISION | 07/07/2026 | 25.62 K | $1.70 M | 10.40% | 1.69% |
| TALISMAN WEALTH ADVISORS LLC | 08/14/2026 | 22.17 K | $2.12 M | 100.00% | 1.46% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 18.15 K | $1.20 M | -25.79% | 1.20% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 10.68 K | $706.83 K | 100.00% | 0.70% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 10.59 K | $700.85 K | 36.70% | 0.70% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 10.41 K | $688.70 K | -2.78% | 0.69% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 10.10 K | $668.14 K | -4.17% | 0.67% |
| NEWSQUARE CAPITAL LLC | 07/28/2026 | 8.47 K | $560.38 K | 2.16% | 0.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 7.81 K | $517.10 K | 0.00% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 7.34 K | $485.56 K | -1.29% | 0.48% |
| SCHWALLIER WEALTH MANAGEMENT LLC | 08/14/2026 | 4.24 K | $280.81 K | -82.65% | 0.28% |
| FERMATA ADVISORS, LLC | 07/07/2026 | 3.75 K | $247.97 K | 11.65% | 0.25% |
| FORUM FINANCE GROUP S.A. | 08/14/2026 | 3.74 K | $200.00 K | 0.00% | 0.25% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 3.35 K | $221.76 K | -0.77% | 0.22% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 3.25 K | $215.00 K | 3.31% | 0.21% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 08/05/2026 | 3.10 K | $205.28 K | -17.94% | 0.20% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.65 K | $109.00 K | 0.00% | 0.11% |
| FRAZIER FINANCIAL ADVISORS, LLC | 08/10/2026 | 1.08 K | $71.74 K | 0.00% | 0.07% |
| FIFTH THIRD BANCORP | 08/05/2026 | 763 | $50.49 K | 0.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 750 | $49.63 K | 0.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 737 | $48.80 K | 2,532.14% | 0.05% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 475 | $31.43 K | 0.00% | 0.03% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 61 | $4.06 K | 0.00% | 0.00% |
| MCDONALD PARTNERS LLC | 07/28/2026 | 61 | $4.04 K | 100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 52 | $3.44 K | -25.71% | 0.00% |
| DHJJ FINANCIAL ADVISORS, LTD. | 07/24/2026 | 5 | $331 | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $66 | 100.00% | 0.00% |
| VANGUARD ADVISERS INC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 08/14/2026 | 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, 56 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Corporate Bond Fund. The most heavily invested institutionals were:
LPL Financial LLC: 257,534
Integrated Wealth Concepts LLC: 220,919
Occidental Asset Management, LLC: 176,935
UBS Group AG: 130,651
Anderson Financial Strategies, LLC: 65,617
Kestra Advisory Services, LLC: 32,885
70.58% of WisdomTree Emerging Markets Corporate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.44 M shares in the last 24 months. This purchase volume represents approximately $96.73 M in transactions.