WisdomTree True Emerging Markets Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| OARSMAN CAPITAL, INC. | 08/07/2026 | 382.49 K | $12.13 M | 7.81% | 15.60% |
| APRIO WEALTH MANAGEMENT, LLC | 07/24/2026 | 297.25 K | $9.42 M | -7.60% | 12.12% |
| TRU INDEPENDENCE LLC | 08/10/2026 | 218.65 K | $6.93 M | 6.51% | 8.92% |
| LPL FINANCIAL LLC | 08/07/2026 | 208.97 K | $6.62 M | 30.35% | 8.52% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 126.29 K | $4.00 M | 6.07% | 5.15% |
| CITADEL ADVISORS LLC | 09/02/2026 | 108.70 K | $3.45 M | 3.16% | 4.43% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 100.15 K | $3.13 M | 1.40% | 4.08% |
| VIAABLE, LLC | 08/14/2026 | 76.15 K | $2.41 M | 100.00% | 3.11% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 55.04 K | $1.74 M | -43.85% | 2.24% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 32.52 K | $1.03 M | 42.30% | 1.33% |
| CREATIVE PLANNING | 08/13/2026 | 27.13 K | $859.87 K | 0.47% | 1.11% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 22.38 K | $709.30 K | -5.34% | 0.91% |
| LEGACY FINANCIAL ADVISORS, INC. | 08/05/2026 | 22.14 K | $701.96 K | -32.78% | 0.90% |
| GOLDENSTONE WEALTH MANAGEMENT LLC | 08/05/2026 | 13.30 K | $422.01 K | -0.01% | 0.54% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 12.45 K | $394.81 K | -57.16% | 0.51% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 11.93 K | $378.22 K | -8.27% | 0.49% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 8.15 K | $258.30 K | -16.32% | 0.33% |
| SMI ADVISORY SERVICES, LLC | 07/09/2026 | 7.50 K | $241.42 K | 100.00% | 0.31% |
| HRT FINANCIAL LP | 08/14/2026 | 6.47 K | $205.00 K | -65.08% | 0.26% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 3.42 K | $108.26 K | 0.00% | 0.14% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.15 K | $36.00 K | 100.00% | 0.05% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 09/15/2026 | 981 | $31.10 K | 0.00% | 0.04% |
| CENTRAL TRUST CO | 07/31/2026 | 600 | $19.02 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2026 | 600 | $19.02 K | 100.00% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 476 | $15.09 K | 0.00% | 0.02% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 468 | $14.84 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 122 | $3.87 K | -2.40% | 0.01% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 72 | $2.28 K | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 40 | $1.27 K | -16.67% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 1 | $37 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 0 | $0 | -100.00% | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CLEARWATER CAPITAL ADVISORS, LLC | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| BALANCE WEALTH, LLC | 07/22/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree True Emerging Markets Fund institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of WisdomTree True Emerging Markets Fund. The most heavily invested institutionals were:
OARSMAN CAPITAL, INC.: 382,488
Aprio Wealth Management, LLC: 297,246
tru Independence LLC: 218,648
LPL Financial LLC: 208,967
Noble Wealth Management PBC: 126,292
CITADEL ADVISORS LLC: 108,701
71.18% of WisdomTree True Emerging Markets Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.97 M shares in the last 24 months. This purchase volume represents approximately $62.96 M in transactions.