WisdomTree Emerging Market Local Debt Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VONTOBEL HOLDING LTD. | 02/13/2026 | 443.91 K | $12.96 M | 3.27% | 17.34% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 283.11 K | $8.27 M | 14.27% | 11.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 128.54 K | $3.75 M | 6.03% | 5.02% |
| MORGAN STANLEY | 02/13/2026 | 125.15 K | $3.65 M | -3.57% | 4.89% |
| ELMWOOD WEALTH MANAGEMENT, INC. | 01/08/2026 | 120.84 K | $3.53 M | 6.98% | 4.72% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 106.98 K | $3.12 M | 12.15% | 4.18% |
| IGNITE PLANNERS, LLC | 02/06/2026 | 101.72 K | $3.02 M | -2.21% | 3.97% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 63.37 K | $1.85 M | 87.95% | 2.48% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 42.66 K | $1.25 M | 100.00% | 1.67% |
| LPL FINANCIAL LLC | 02/11/2026 | 29.28 K | $854.95 K | 19.82% | 1.14% |
| ROYAL BANK OF CANADA | 02/17/2026 | 29.08 K | $849.00 K | 591.25% | 1.14% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 23.10 K | $674.46 K | 0.00% | 0.90% |
| NBC SECURITIES, INC. | 01/29/2026 | 21.55 K | $629.31 K | 8.32% | 0.84% |
| UBS GROUP AG | 01/29/2026 | 21.44 K | $626.11 K | 13.47% | 0.84% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 19.53 K | $570.19 K | -1.43% | 0.76% |
| ASSETMARK, INC | 01/23/2026 | 18.74 K | $547.33 K | 100.00% | 0.73% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.65 K | $427.66 K | -40.60% | 0.57% |
| JANE STREET GROUP, LLC | 02/12/2026 | 14.32 K | $418.20 K | 100.00% | 0.56% |
| TREASURE COAST FINANCIAL PLANNING | 01/22/2026 | 13.47 K | $393.41 K | 0.00% | 0.53% |
| NET WORTH ADVISORY GROUP | 01/14/2026 | 12.61 K | $368.27 K | 5.58% | 0.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 01/28/2026 | 11.42 K | $333.52 K | 100.00% | 0.45% |
| INSIGHT ADVISORS, LLC/ PA | 02/11/2026 | 11.02 K | $321.76 K | 0.09% | 0.43% |
| 03/09/2026 | 10.95 K | $319.59 K | 100.00% | 0.43% | |
| VALMARK ADVISERS, INC. | 01/26/2026 | 10.44 K | $304.79 K | 21.54% | 0.41% |
| RFG ADVISORY, LLC | 02/03/2026 | 9.53 K | $278.24 K | 2.39% | 0.37% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 8.74 K | $255.23 K | 0.80% | 0.34% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 02/05/2026 | 8.58 K | $250.39 K | 100.00% | 0.34% |
| MOORS & CABOT, INC. | 02/10/2026 | 8.22 K | $240.02 K | 6.99% | 0.32% |
| BETTERMENT LLC | 02/12/2026 | 7.48 K | $219.00 K | -0.58% | 0.29% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 6.76 K | $197.05 K | 0.87% | 0.26% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 6.48 K | $189.10 K | 11.42% | 0.25% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.02 K | $88.18 K | -21.76% | 0.12% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 1.78 K | $51.86 K | -36.98% | 0.07% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 1.01 K | $29.49 K | 100.00% | 0.04% |
| IFP ADVISORS, INC | 02/06/2026 | 935 | $27.30 K | 1.41% | 0.04% |
| JFS WEALTH ADVISORS, LLC | 01/14/2026 | 919 | $26.84 K | -13.71% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 700 | $20.44 K | 100.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 623 | $18.19 K | 100.00% | 0.02% |
| AVION WEALTH | 01/23/2026 | 443 | $12.00 K | 0.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 362 | $10.56 K | 1.69% | 0.01% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 358 | $10.45 K | 1.13% | 0.01% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 284 | $8.30 K | 0.35% | 0.01% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 268 | $7.83 K | 0.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 227 | $6.63 K | 0.00% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 200 | $5.84 K | 0.00% | 0.01% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 165 | $4.83 K | 100.00% | 0.01% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 91 | $2.66 K | 0.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 50 | $1.46 K | 0.00% | 0.00% |
| COVESTOR LTD | 02/06/2026 | 36 | $1.00 K | 24.14% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 15 | $438 | 0.00% | 0.00% |
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WisdomTree Emerging Market Local Debt Fund institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of WisdomTree Emerging Market Local Debt Fund. The most heavily invested institutionals were:
Elmwood Wealth Management, Inc.: 142,056
Bank of New York Mellon Corp: 112,065
Ignite Planners, LLC: 107,332
Kestra Advisory Services, LLC: 94,513
Janney Montgomery Scott LLC: 42,708
Clear Creek Financial Management, LLC: 29,598
68.17% of WisdomTree Emerging Market Local Debt Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.03 M shares in the last 24 months. This purchase volume represents approximately $86.75 M in transactions.