WisdomTree True Emerging Markets Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 421.35 K | $13.15 M | 100.00% | 17.01% |
| OARSMAN CAPITAL, INC. | 04/28/2026 | 354.79 K | $11.07 M | 5,142.17% | 14.32% |
| APRIO WEALTH MANAGEMENT, LLC | 05/11/2026 | 321.68 K | $10.04 M | 8.44% | 12.99% |
| CLEARWATER CAPITAL ADVISORS, LLC | 05/13/2026 | 224.51 K | $7.00 M | -50.57% | 9.06% |
| STERLING MANOR FINANCIAL, LLC | 04/13/2026 | 209.88 K | $6.55 M | 100.00% | 8.47% |
| TRU INDEPENDENCE LLC | 04/22/2026 | 205.29 K | $6.41 M | 15.37% | 8.29% |
| LPL FINANCIAL LLC | 05/06/2026 | 160.31 K | $5.00 M | 22.72% | 6.47% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 119.06 K | $3.71 M | 4.10% | 4.81% |
| CITADEL ADVISORS LLC | 05/15/2026 | 105.37 K | $3.29 M | -28.52% | 4.25% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 98.76 K | $3.24 M | 1.65% | 3.99% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 98.02 K | $3.06 M | 100.00% | 3.96% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 40.02 K | $1.25 M | 261.15% | 1.62% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 34.37 K | $1.07 M | 22.12% | 1.39% |
| LEGACY FINANCIAL ADVISORS, INC. | 04/30/2026 | 32.94 K | $1.03 M | -94.79% | 1.33% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 29.07 K | $907.02 K | 1.24% | 1.17% |
| CREATIVE PLANNING | 05/12/2026 | 27.00 K | $842.34 K | 0.37% | 1.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 23.64 K | $737.50 K | -2.86% | 0.95% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 22.85 K | $713.01 K | 14.88% | 0.92% |
| HRT FINANCIAL LP | 05/14/2026 | 18.52 K | $577.00 K | 100.00% | 0.75% |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.32 K | $477.86 K | 52.63% | 0.62% |
| 05/08/2026 | 13.30 K | $415.52 K | 0.06% | 0.54% | |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 13.01 K | $405.82 K | -17.30% | 0.53% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 9.74 K | $303.79 K | -2.66% | 0.39% |
| BALANCE WEALTH, LLC | 04/20/2026 | 7.10 K | $221.46 K | -38.75% | 0.29% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 3.42 K | $107.23 K | 1,526.19% | 0.14% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 05/05/2026 | 981 | $30.60 K | -18.93% | 0.04% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 637 | $19.88 K | 100.00% | 0.03% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 476 | $14.85 K | 0.00% | 0.02% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 468 | $14.60 K | 100.00% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 143 | $4.46 K | -12.80% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 125 | $3.90 K | -90.56% | 0.01% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 72 | $2.25 K | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 48 | $1.49 K | -65.71% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 9 | $281 | -91.67% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK, INC. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree True Emerging Markets Fund institutional Ownership - FAQ's
During the previous two years, 38 institutional investors and hedge funds held shares of WisdomTree True Emerging Markets Fund. The most heavily invested institutionals were:
Aprio Wealth Management, LLC: 297,246
Noble Wealth Management PBC: 126,292
Chicago Partners Investment Group LLC: 100,147
Kestra Advisory Services, LLC: 22,375
Legacy Financial Advisors, Inc.: 22,143
Dynamic Advisor Solutions LLC: 12,454
105.46% of WisdomTree True Emerging Markets Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.54 M shares in the last 24 months. This purchase volume represents approximately $80.92 M in transactions.