WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.01% | 0.01% | #152 | $145.2M | 3.0M | $104.1M | 2.7M | +209,339+7.63% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #161 | $87.4M | 1.8M | $74.3M | 1.9M | -74,170-4.00% | Reduce | |
| LPL Financial LLC | 0.02% | 0.01% | #123 | $79.4M | 1.6M | $48.5M | 1.2M | +404,156+33.40% | Add | |
| Valmark Advisers, Inc. | 0.79% | 0.78% | #28 | $74.3M | 1.5M | $65.8M | 1.6M | -129,224-7.88% | Reduce | |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.14% | 0.13% | #65 | $69.3M | 1.4M | $56.5M | 1.4M | 00.00% | Unchanged | |
| UBS Group AG | 0.01% | 0.01% | #146 | $68.5M | 1.4M | $57.5M | 1.4M | -39,011-2.72% | Reduce | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #147 | $51.6M | 1.0M | $50.5M | 1.3M | -210,144-16.70% | Reduce | |
| ESL Trust Services, LLC | 8.04% | 7.34% | #2 | $47.2M | 958,864 | $38.4M | 958,792 | +72+0.01% | Add | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | <0.01% | <0.01% | #165 | $32.1M | 652,209 | $27.1M | 676,436 | -24,227-3.58% | Reduce | |
| HighPoint Advisor Group LLC | 1.03% | 0.85% | #22 | $29.1M | 592,603 | $20.3M | 520,492 | +72,111+13.85% | Add | |
| OneDigital Investment Advisors LLC | 0.24% | 0.23% | #50 | $28.9M | 586,910 | $24.0M | 599,440 | -12,530-2.09% | Reduce | |
| Warren Street Wealth Advisors, LLC | 5.9% | 5.54% | #3 | $26.4M | 537,433 | $21.8M | 542,958 | -5,525-1.02% | Reduce | |
| Pallas Capital Advisors LLC | 0.8% | 0.74% | #27 | $25.8M | 525,395 | $19.8M | 492,666 | +32,729+6.64% | Add | |
| Marathon Mission, Inc. | 12.55% | 11.86% | #1 | $25.1M | 511,198 | $20.4M | 508,156 | +3,042+0.60% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #188 | $23.6M | 480,219 | $6.1M | 153,152 | +327,067+213.56% | Add | |
| MEITAV INVESTMENT HOUSE LTD | 0.14% | 0.25% | #66 | $20.6M | 418,672 | $23.1M | 577,262 | -158,590-27.47% | Reduce | |
| HOWARD FINANCIAL SERVICES, LTD. | 1.83% | 1.52% | #11 | $18.3M | 372,715 | $13.5M | 336,833 | +35,882+10.65% | Add | |
| OSAIC HOLDINGS, INC. | 0.02% | 0.03% | #122 | $15.4M | 313,863 | $17.1M | 426,795 | -112,932-26.46% | Reduce | |
| Cetera Investment Advisers | 0.01% | 0.01% | #133 | $14.5M | 294,864 | $12.8M | 319,498 | -24,634-7.71% | Reduce | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #134 | $14.0M | 283,853 | $11.4M | 285,217 | -1,364-0.48% | Reduce | |
| Transamerica Financial Advisors, LLC | 1.1% | 1.13% | #19 | $13.0M | 265,023 | $13.2M | 329,777 | -64,754-19.64% | Reduce | |
| WEALTH MANAGEMENT RESOURCES, INC. | 3.91% | 4.42% | #8 | $12.7M | 257,460 | $12.7M | 316,459 | -58,999-18.64% | Reduce | |
| INVENIO WEALTH PARTNERS LLC | 4.39% | 3.97% | #6 | $12.3M | 249,481 | $10.0M | 249,542 | -61-0.02% | Reduce | |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 5.41% | 4.78% | #4 | $12.0M | 243,709 | $9.8M | 245,250 | -1,541-0.63% | Reduce | |
| MGO ONE SEVEN LLC | 0.2% | 0.17% | #57 | $11.9M | 241,520 | $8.6M | 214,323 | +27,197+12.69% | Add | |
| Sloy Dahl & Holst, LLC | 1.42% | 1.26% | #15 | $11.5M | 233,875 | $9.2M | 228,676 | +5,199+2.27% | Add | |
| Goldstein Advisors, LLC | 1.02% | 1.03% | #23 | $11.1M | 226,328 | $9.2M | 230,340 | -4,012-1.74% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #184 | $11.0M | 224,459 | $9.2M | 229,149 | -4,690-2.05% | Reduce | |
| GOULD ASSET MANAGEMENT LLC /CA/ | 1.72% | 1.71% | #12 | $10.9M | 221,964 | $9.8M | 245,444 | -23,480-9.57% | Reduce | |
| Arax Advisory Partners | 0.07% | 0.23% | #87 | $10.9M | 220,764 | $8.3M | 206,456 | +14,308+6.93% | Add | |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.42% | 4.21% | #16 | $9.6M | 194,788 | $24.8M | 619,075 | -424,287-68.54% | Reduce | |
| WESCAP Management Group, Inc. | 1.68% | 1.47% | #13 | $9.0M | 183,570 | $7.5M | 186,500 | -2,930-1.57% | Reduce | |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 0.76% | 0.81% | #30 | $8.8M | 178,086 | $8.2M | 205,181 | -27,095-13.21% | Reduce | |
| Pinnacle Financial Partners, Inc. | 0.06% | 0.05% | #91 | $8.7M | 176,341 | $6.8M | 169,962 | +6,379+3.75% | Add | |
| Evergreen Private Wealth LLC | 3% | 2.73% | #9 | $8.1M | 164,755 | $6.8M | 168,738 | -3,983-2.36% | Reduce | |
| Stratos Wealth Partners, LTD. | 0.08% | 0.07% | #83 | $8.0M | 162,840 | $6.4M | 160,798 | +2,042+1.27% | Add | |
| Focus Partners Wealth | 0.01% | 0.01% | #150 | $7.7M | 157,261 | $6.5M | 163,047 | -5,786-3.55% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | — | #208 | $7.0M | 141,540 | $0 | 0 | +141,540 | New Buy | |
| Encompass More Asset Management | 1% | 0.89% | #24 | $6.9M | 139,500 | $5.3M | 132,322 | +7,178+5.42% | Add | |
| Addison Capital Co | 1.1% | 0.94% | #20 | $6.7M | 136,849 | $5.3M | 131,887 | +4,962+3.76% | Add | |
| Betterment LLC | 0.01% | 0.01% | #135 | $6.6M | 134,574 | $7.1M | 176,918 | -42,344-23.93% | Reduce | |
| IFP Advisors, Inc | 0.11% | 0.11% | #73 | $6.3M | 127,200 | $5.2M | 129,306 | -2,106-1.63% | Reduce | |
| SENTINEL WEALTH MANAGEMENT, INC. | 4.18% | 3.81% | #7 | $5.9M | 120,549 | $4.8M | 118,660 | +1,889+1.59% | Add | |
| D.A. DAVIDSON & CO. | 0.03% | 0.03% | #110 | $5.7M | 114,908 | $4.6M | 115,199 | -291-0.25% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #198 | $5.4M | 110,258 | $4.6M | 113,506 | -3,248-2.86% | Reduce | |
| Atria Investments, Inc | 0.05% | 0.07% | #94 | $5.4M | 110,106 | $6.5M | 162,113 | -52,007-32.08% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #214 | $5.3M | 108,936 | $3.3M | 84,837 | +24,099+28.41% | Add | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.21% | 0.69% | #55 | $5.2M | 104,763 | $10.6M | 263,253 | -158,490-60.20% | Reduce | |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 2.52% | 2.09% | #10 | $5.0M | 102,226 | $3.8M | 95,717 | +6,509+6.80% | Add | |
| Equitable Holdings, Inc. | 0.03% | 0.03% | #111 | $5.0M | 101,006 | $4.0M | 102,212 | -1,206-1.18% | Reduce |