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. | 05/08/2026 | 447.51 K | $12.45 M | 0.81% | 17.48% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 292.69 K | $8.14 M | 3.38% | 11.43% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 218.83 K | $6.09 M | 70.24% | 8.55% |
| ELMWOOD WEALTH MANAGEMENT, INC. | 04/09/2026 | 142.06 K | $3.95 M | 17.56% | 5.55% |
| JANE STREET GROUP, LLC | 05/12/2026 | 124.52 K | $3.46 M | 769.45% | 4.86% |
| MORGAN STANLEY | 05/15/2026 | 114.73 K | $3.19 M | -8.33% | 4.48% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 112.07 K | $3.12 M | 100.00% | 4.38% |
| IGNITE PLANNERS, LLC | 04/17/2026 | 107.33 K | $2.99 M | 5.52% | 4.19% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 94.51 K | $2.63 M | 13,401.86% | 3.69% |
| ROYAL BANK OF CANADA | 05/15/2026 | 91.56 K | $2.55 M | 214.83% | 3.58% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 87.85 K | $2.44 M | -17.88% | 3.43% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 76.50 K | $2.13 M | 20.72% | 2.99% |
| LPL FINANCIAL LLC | 05/06/2026 | 48.11 K | $1.34 M | 64.30% | 1.88% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 42.71 K | $1.19 M | 0.12% | 1.67% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 30.50 K | $848.53 K | 56.20% | 1.19% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 29.60 K | $823.42 K | 100.00% | 1.16% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 27.34 K | $760.49 K | 100.00% | 1.07% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 24.89 K | $692.30 K | 100.00% | 0.97% |
| TRILOGY CAPITAL INC. | 04/22/2026 | 23.75 K | $660.85 K | 100.00% | 0.93% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 23.10 K | $642.59 K | 0.00% | 0.90% |
| UBS GROUP AG | 05/05/2026 | 20.06 K | $558.07 K | -6.45% | 0.78% |
| NBC SECURITIES, INC. | 04/14/2026 | 19.40 K | $539.80 K | -9.97% | 0.76% |
| ASSETMARK, INC | 05/06/2026 | 18.43 K | $512.83 K | -1.65% | 0.72% |
| MOORS & CABOT, INC. | 05/08/2026 | 14.95 K | $415.88 K | 81.86% | 0.58% |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 14.31 K | $398.00 K | 100.00% | 0.56% |
| TREASURE COAST FINANCIAL PLANNING | 05/11/2026 | 13.47 K | $374.82 K | 0.00% | 0.53% |
| NET WORTH ADVISORY GROUP | 05/05/2026 | 12.82 K | $356.56 K | 1.63% | 0.50% |
| ARKANSAS FINANCIAL GROUP, INC. | 04/13/2026 | 11.93 K | $344.87 K | 4.40% | 0.47% |
| 05/15/2026 | 11.46 K | $318.85 K | 4.71% | 0.45% | |
| RFG ADVISORY, LLC | 04/20/2026 | 9.72 K | $270.52 K | 2.05% | 0.38% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 9.62 K | $267.61 K | 100.00% | 0.38% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 9.34 K | $259.92 K | -10.49% | 0.37% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 8.85 K | $246.10 K | 1.21% | 0.35% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 05/07/2026 | 8.58 K | $238.56 K | 0.00% | 0.34% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 04/17/2026 | 8.10 K | $225.34 K | 100.00% | 0.32% |
| BETTERMENT LLC | 05/14/2026 | 7.97 K | $222.00 K | 6.45% | 0.31% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 7.78 K | $216.33 K | 20.07% | 0.30% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 7.34 K | $204.30 K | 100.00% | 0.29% |
| E FUND MANAGEMENT CO., LTD. | 04/13/2026 | 7.23 K | $248.17 K | 100.00% | 0.28% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 6.96 K | $192.61 K | 2.90% | 0.27% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.02 K | $83.57 K | -0.07% | 0.12% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 2.29 K | $63.57 K | 100.00% | 0.09% |
| EVOLUTION WEALTH MANAGEMENT INC. | 04/27/2026 | 1.78 K | $49.41 K | 0.00% | 0.07% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 980 | $27.77 K | -2.49% | 0.04% |
| IFP ADVISORS, INC | 04/13/2026 | 931 | $25.90 K | -0.43% | 0.04% |
| JFS WEALTH ADVISORS, LLC | 04/21/2026 | 919 | $25.57 K | 0.00% | 0.04% |
| AVION WEALTH | 05/01/2026 | 443 | $12.00 K | 0.00% | 0.02% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 440 | $12.24 K | 22.91% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 367 | $10.21 K | 1.38% | 0.01% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 286 | $7.94 K | 0.70% | 0.01% |
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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:
Vontobel Holding Ltd.: 447,506
BANK OF AMERICA CORP /DE/: 292,690
WELLS FARGO & COMPANY/MN: 218,828
Elmwood Wealth Management, Inc.: 142,056
JANE STREET GROUP, LLC: 124,523
MORGAN STANLEY: 114,725
93.80% of WisdomTree Emerging Market Local Debt Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.34 M shares in the last 24 months. This purchase volume represents approximately $95.56 M in transactions.