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 | 05/06/2026 | 255.65 K | $16.75 M | 12.46% | 17.22% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 216.98 K | $14.22 M | 20.98% | 14.61% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 04/16/2026 | 170.66 K | $11.18 M | 23.12% | 11.49% |
| UBS GROUP AG | 05/05/2026 | 162.73 K | $10.66 M | 3.04% | 10.96% |
| ANDERSON FINANCIAL STRATEGIES, LLC | 05/15/2026 | 60.68 K | $4.03 M | 4.47% | 4.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 31.58 K | $2.07 M | 12.76% | 2.13% |
| JANE STREET GROUP, LLC | 05/12/2026 | 25.29 K | $1.66 M | 33.82% | 1.70% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 24.46 K | $1.60 M | 22.24% | 1.65% |
| SCHWALLIER WEALTH MANAGEMENT LLC | 05/05/2026 | 24.45 K | $1.60 M | 100.00% | 1.65% |
| MOODY NATIONAL BANK TRUST DIVISION | 04/09/2026 | 23.21 K | $1.52 M | 17.82% | 1.56% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 10.71 K | $709.31 K | 0.07% | 0.72% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 10.54 K | $690.20 K | -8.10% | 0.71% |
| NEWSQUARE CAPITAL LLC | 05/08/2026 | 8.29 K | $543.05 K | 4.99% | 0.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 7.81 K | $511.93 K | 0.00% | 0.53% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 7.74 K | $506.11 K | 16.94% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 7.43 K | $486.99 K | -11.30% | 0.50% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 05/05/2026 | 3.78 K | $247.67 K | -84.48% | 0.25% |
| 05/07/2026 | 3.74 K | $196.00 K | 100.00% | 0.25% | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 3.38 K | $221.24 K | 100.00% | 0.23% |
| FERMATA ADVISORS, LLC | 04/08/2026 | 3.36 K | $219.84 K | -11.19% | 0.23% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 3.30 K | $216.40 K | 100.00% | 0.22% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 3.14 K | $206.00 K | -80.88% | 0.21% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.65 K | $108.00 K | -0.42% | 0.11% |
| FRAZIER FINANCIAL ADVISORS, LLC | 05/05/2026 | 1.08 K | $71.02 K | 0.00% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 763 | $49.99 K | 100.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 750 | $49.14 K | 0.00% | 0.05% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 475 | $31.12 K | 0.00% | 0.03% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 05/15/2026 | 475 | $31.12 K | 100.00% | 0.03% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 70 | $4.59 K | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 61 | $3.97 K | 1.67% | 0.00% |
| CWM, LLC | 05/14/2026 | 43 | $2.82 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 28 | $1.86 K | 0.00% | 0.00% |
| VANGUARD ADVISERS INC | 05/08/2026 | 16 | $1.05 K | 100.00% | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 05/01/2026 | 14 | $1.00 K | 100.00% | 0.00% |
| DHJJ FINANCIAL ADVISORS, LTD. | 04/09/2026 | 5 | $328 | 0.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| WEALTH WATCH ADVISORS, INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| 04/30/2026 | 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:
LPL Financial LLC: 255,647
Integrated Wealth Concepts LLC: 216,976
Occidental Asset Management, LLC: 170,657
UBS Group AG: 162,733
Anderson Financial Strategies, LLC: 60,680
Kestra Advisory Services, LLC: 31,575
72.35% of WisdomTree Emerging Markets Corporate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.45 M shares in the last 24 months. This purchase volume represents approximately $96.78 M in transactions.