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. | 08/03/2026 | 446.19 K | $12.81 M | -0.29% | 9.01% |
| FOSTER & MOTLEY INC | 08/07/2026 | 337.71 K | $9.69 M | 100.00% | 6.82% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 297.77 K | $8.55 M | 1.74% | 6.01% |
| JANE STREET GROUP, LLC | 08/14/2026 | 223.47 K | $6.41 M | 79.46% | 4.51% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 216.93 K | $6.23 M | -0.87% | 4.38% |
| ELMWOOD WEALTH MANAGEMENT, INC. | 07/08/2026 | 146.26 K | $4.20 M | 2.96% | 2.95% |
| LPL FINANCIAL LLC | 08/07/2026 | 137.03 K | $3.93 M | 184.85% | 2.77% |
| IGNITE PLANNERS, LLC | 07/23/2026 | 108.36 K | $3.12 M | 0.96% | 2.19% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 97.84 K | $2.81 M | 3.52% | 1.98% |
| ROYAL BANK OF CANADA | 08/14/2026 | 95.94 K | $2.75 M | 4.79% | 1.94% |
| PEKIN HARDY STRAUSS, INC. | 07/30/2026 | 84.56 K | $2.43 M | 10.53% | 1.71% |
| MORGAN STANLEY | 08/13/2026 | 84.54 K | $2.43 M | -26.31% | 1.71% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 79.80 K | $2.29 M | -9.17% | 1.61% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 55.33 K | $1.59 M | 86.92% | 1.12% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 45.05 K | $1.29 M | 81.04% | 0.91% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 31.83 K | $913.58 K | 4.36% | 0.64% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 27.60 K | $792.12 K | 0.97% | 0.56% |
| TRILOGY CAPITAL INC. | 07/06/2026 | 24.11 K | $691.83 K | 1.48% | 0.49% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 23.10 K | $662.91 K | 0.00% | 0.47% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 21.29 K | $611.00 K | -50.15% | 0.43% |
| UBS GROUP AG | 08/13/2026 | 20.15 K | $578.25 K | 0.44% | 0.41% |
| ASSETMARK, INC | 07/30/2026 | 19.13 K | $549.00 K | 3.77% | 0.39% |
| NBC SECURITIES, INC. | 07/21/2026 | 17.87 K | $512.98 K | -7.89% | 0.36% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 15.03 K | $431.00 K | 5.03% | 0.30% |
| TREASURE COAST FINANCIAL PLANNING | 07/29/2026 | 13.47 K | $386.68 K | 0.00% | 0.27% |
| NET WORTH ADVISORY GROUP | 07/14/2026 | 12.68 K | $363.78 K | -1.11% | 0.26% |
| COLUMBIA ADVISORY PARTNERS LLC | 07/23/2026 | 11.23 K | $322.36 K | 100.00% | 0.23% |
| ARKANSAS FINANCIAL GROUP, INC. | 07/20/2026 | 11.23 K | $322.33 K | -5.82% | 0.23% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 11.12 K | $319.17 K | 43.02% | 0.22% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 10.95 K | $314.28 K | 13.84% | 0.22% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 07/24/2026 | 10.45 K | $299.86 K | 100.00% | 0.21% |
| RFG ADVISORY, LLC | 07/15/2026 | 9.93 K | $285.05 K | 2.14% | 0.20% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 9.88 K | $283.50 K | 11.66% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 9.84 K | $282.25 K | -91.22% | 0.20% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 9.04 K | $259.31 K | -3.30% | 0.18% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 07/23/2026 | 8.60 K | $246.82 K | 6.17% | 0.17% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 08/05/2026 | 8.58 K | $246.10 K | 0.00% | 0.17% |
| WEALTHPOINT FINANCIAL, LLC | 08/06/2026 | 8.46 K | $242.65 K | 100.00% | 0.17% |
| BETTERMENT LLC | 08/14/2026 | 8.34 K | $239.00 K | 4.64% | 0.17% |
| W.H. CORNERSTONE INVESTMENTS INC. | 08/07/2026 | 7.79 K | $223.67 K | 100.00% | 0.16% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 7.72 K | $221.56 K | 100.00% | 0.16% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 6.96 K | $200.16 K | 0.00% | 0.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 4.57 K | $131.27 K | 100.00% | 0.09% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 3.07 K | $88.05 K | 100.00% | 0.06% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.95 K | $84.92 K | -2.22% | 0.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 2.29 K | $65.58 K | 0.00% | 0.05% |
| EVOLUTION WEALTH MANAGEMENT INC. | 07/21/2026 | 1.64 K | $46.95 K | -7.88% | 0.03% |
| IFP ADVISORS, INC | 07/20/2026 | 939 | $26.95 K | 0.86% | 0.02% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 919 | $26.38 K | 0.00% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 646 | $18.54 K | 4,206.67% | 0.01% |
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WisdomTree Emerging Market Local Debt Fund institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of WisdomTree Emerging Market Local Debt Fund. The most heavily invested institutionals were:
Vontobel Holding Ltd.: 446,191
FOSTER & MOTLEY INC: 337,708
BANK OF AMERICA CORP /DE/: 297,769
JANE STREET GROUP, LLC: 223,465
WELLS FARGO & COMPANY/MN: 216,928
Elmwood Wealth Management, Inc.: 146,261
57.63% of WisdomTree Emerging Market Local Debt Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.81 M shares in the last 24 months. This purchase volume represents approximately $108.80 M in transactions.