WisdomTree True Emerging Markets Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS, INC. | 02/04/2026 | 631.87 K | $20.50 M | -0.27% | 25.73% |
| CLEARWATER CAPITAL ADVISORS, LLC | 02/09/2026 | 454.24 K | $14.74 M | 0.76% | 18.50% |
| APRIO WEALTH MANAGEMENT, LLC | 01/29/2026 | 296.64 K | $9.62 M | 12.58% | 12.08% |
| TRU INDEPENDENCE LLC | 01/22/2026 | 177.95 K | $5.77 M | 14.33% | 7.25% |
| CITADEL ADVISORS LLC | 02/17/2026 | 147.42 K | $4.78 M | 1.70% | 6.00% |
| LPL FINANCIAL LLC | 02/11/2026 | 130.63 K | $4.24 M | -7.29% | 5.32% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 114.37 K | $3.71 M | -11.30% | 4.66% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 97.16 K | $3.28 M | 4.48% | 3.96% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 28.71 K | $931.63 K | 5.57% | 1.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 28.14 K | $913.00 K | 39.05% | 1.15% |
| CREATIVE PLANNING | 02/17/2026 | 26.90 K | $872.74 K | 1.76% | 1.10% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 24.33 K | $789.50 K | 15.16% | 0.99% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 19.89 K | $645.43 K | 4.69% | 0.81% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 15.73 K | $510.29 K | 0.00% | 0.64% |
| 02/06/2026 | 13.29 K | $431.15 K | 100.00% | 0.54% | |
| BALANCE WEALTH, LLC | 01/21/2026 | 11.59 K | $375.98 K | -0.28% | 0.47% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 11.08 K | $359.49 K | 100.00% | 0.45% |
| JANE STREET GROUP, LLC | 02/12/2026 | 10.04 K | $325.59 K | -38.45% | 0.41% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 10.00 K | $324.55 K | 3.40% | 0.41% |
| OARSMAN CAPITAL, INC. | 02/13/2026 | 6.77 K | $219.60 K | 11.33% | 0.28% |
| BLACKROCK, INC. | 02/12/2026 | 3.32 K | $107.72 K | 0.00% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.32 K | $42.95 K | 147.48% | 0.05% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 02/10/2026 | 1.21 K | $39.26 K | 0.00% | 0.05% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 476 | $15.44 K | 0.00% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 370 | $12.01 K | 0.00% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 210 | $6.81 K | 0.00% | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 164 | $5.32 K | 16,300.00% | 0.01% |
| FMR LLC | 02/17/2026 | 140 | $4.53 K | 154.55% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 108 | $3.50 K | -91.95% | 0.00% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 72 | $2.34 K | 0.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree True Emerging Markets Fund institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of WisdomTree True Emerging Markets Fund. The most heavily invested institutionals were:
OARSMAN CAPITAL, INC.: 354,790
Sterling Manor Financial, LLC: 209,878
tru Independence LLC: 205,292
Noble Wealth Management PBC: 119,064
Chicago Partners Investment Group LLC: 98,763
Cambridge Investment Research Advisors, Inc.: 34,365
92.20% of WisdomTree True Emerging Markets Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.38 M shares in the last 24 months. This purchase volume represents approximately $75.84 M in transactions.