WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | 0.15% | 0.17% | #62 | $256.3M | 4.0M | $252.9M | 4.2M | -247,363-5.88% | Reduce | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #152 | $83.9M | 1.3M | $77.1M | 1.3M | +13,961+1.09% | Add | |
| NATIONAL BANK OF CANADA /FI/ | 0.03% | 0.04% | #99 | $39.7M | 614,358 | $36.6M | 608,600 | +5,758+0.95% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #184 | $36.8M | 568,016 | $28.3M | 495,032 | +72,984+14.74% | Add | |
| HighTower Advisors, LLC | 0.03% | 0.03% | #101 | $34.1M | 527,269 | $31.1M | 517,055 | +10,214+1.98% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #140 | $29.9M | 461,874 | $26.5M | 440,521 | +21,353+4.85% | Add | |
| Unison Advisors LLC | 2.02% | 2.03% | #9 | $29.0M | 448,588 | $26.8M | 445,149 | +3,439+0.77% | Add | |
| CAPTRUST FINANCIAL ADVISORS | 0.04% | 0.05% | #86 | $28.3M | 436,804 | $25.9M | 430,764 | +6,040+1.40% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #149 | $26.1M | 402,845 | $25.1M | 416,879 | -14,034-3.37% | Reduce | |
| FIFTH THIRD BANCORP | 0.04% | 0.04% | #91 | $24.5M | 379,216 | $22.7M | 378,528 | +688+0.18% | Add | |
| OSAIC HOLDINGS, INC. | 0.03% | 0.03% | #107 | $24.0M | 370,671 | $22.1M | 367,119 | +3,552+0.97% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #147 | $21.8M | 336,448 | $19.3M | 321,354 | +15,094+4.70% | Add | |
| OLD MISSION CAPITAL LLC | 0.34% | 0.22% | #48 | $21.5M | 332,421 | $14.1M | 233,815 | +98,606+42.17% | Add | |
| Focus Partners Wealth | 0.02% | 0.02% | #113 | $21.2M | 327,954 | $19.8M | 329,771 | -1,817-0.55% | Reduce | |
| ASSETMARK, INC | 0.04% | <0.01% | #97 | $20.8M | 321,124 | $4,147 | 69 | +321,055+465,297.10% | Add | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.32% | 0.33% | #50 | $20.0M | 308,550 | $18.3M | 304,500 | +4,050+1.33% | Add | |
| PARK AVENUE SECURITIES LLC | 0.11% | 0.12% | #69 | $17.6M | 271,602 | $15.6M | 260,365 | +11,237+4.32% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #175 | $16.9M | 261,905 | $15.0M | 248,932 | +12,973+5.21% | Add | |
| BIP Wealth, LLC | 0.3% | 0.38% | #52 | $10.7M | 164,935 | $9.3M | 154,391 | +10,544+6.83% | Add | |
| Cerity Partners LLC | 0.01% | 0.01% | #125 | $10.6M | 164,578 | $10.0M | 166,756 | -2,178-1.31% | Reduce | |
| Checchi Capital Advisers, LLC | 0.48% | 0.48% | #38 | $10.6M | 163,820 | $9.6M | 159,151 | +4,669+2.93% | Add | |
| Baker Ellis Asset Management LLC | 1.09% | 1.17% | #22 | $10.6M | 163,084 | $9.9M | 164,465 | -1,381-0.84% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | 0.01% | #182 | $9.9M | 152,299 | $22.0M | 365,698 | -213,399-58.35% | Reduce | |
| Cascade Financial Partners, LLC | 0.85% | 0.89% | #25 | $9.8M | 151,624 | $8.7M | 144,086 | +7,538+5.23% | Add | |
| Portland Global Advisors LLC | 0.9% | 0.94% | #24 | $9.5M | 146,694 | $8.8M | 145,956 | +738+0.51% | Add | |
| Rockefeller Capital Management L.P. | 0.01% | 0.01% | #121 | $8.7M | 134,265 | $8.1M | 135,448 | -1,183-0.87% | Reduce | |
| Tortoise Investment Management, LLC | 0.62% | 0.65% | #32 | $8.3M | 128,217 | $7.9M | 131,140 | -2,923-2.23% | Reduce | |
| BLUELINE ADVISORS LLC | 5.61% | 5.49% | #3 | $8.1M | 125,091 | $7.1M | 117,890 | +7,201+6.11% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 0.02% | #115 | $8.1M | 124,443 | $7.3M | 121,747 | +2,696+2.21% | Add | |
| UBS Group AG | <0.01% | <0.01% | #202 | $8.0M | 123,043 | $7.0M | 116,627 | +6,416+5.50% | Add | |
| O'Connor Financial Group LLC | 2.79% | 2.98% | #6 | $7.9M | 122,017 | $7.3M | 121,255 | +762+0.63% | Add | |
| Bristlecone Value Partners, LLC | 6.18% | 6.35% | #2 | $7.7M | 118,729 | $7.2M | 119,987 | -1,258-1.05% | Reduce | |
| Discipline Wealth Solutions, LLC | 0.67% | 0.77% | #30 | $7.6M | 118,161 | $7.4M | 122,314 | -4,153-3.40% | Reduce | |
| Stonebridge Wealth Management, LLC | 6.83% | 6.75% | #1 | $7.6M | 117,940 | $7.0M | 117,185 | +755+0.64% | Add | |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 1.98% | — | #10 | $7.4M | 113,641 | $0 | 0 | +113,641 | New Buy | |
| Csenge Advisory Group | 0.29% | 0.31% | #56 | $7.2M | 110,702 | $6.9M | 114,484 | -3,782-3.30% | Reduce | |
| BlackRock, Inc. | <0.01% | <0.01% | #233 | $6.2M | 95,927 | $3.9M | 64,781 | +31,146+48.08% | Add | |
| Steward Partners Investment Advisory, LLC | 0.03% | 0.03% | #103 | $6.1M | 94,814 | $5.7M | 94,516 | +298+0.32% | Add | |
| SMITH, MOORE & CO. | 0.4% | 0.41% | #43 | $6.1M | 84,547 | $5.7M | 94,023 | -9,476-10.08% | Reduce | |
| Prosperity Consulting Group, LLC | 0.23% | 0.28% | #57 | $6.0M | 92,842 | $6.2M | 103,469 | -10,627-10.27% | Reduce | |
| TRB Wealth Management, LLC | 0.75% | 0.72% | #26 | $5.6M | 86,696 | $5.1M | 84,416 | +2,280+2.70% | Add | |
| Shore Point Advisors, LLC | 1.87% | 1.95% | #12 | $5.6M | 109,806 | $4.9M | 104,164 | +5,642+5.42% | Add | |
| Spectrum Wealth Advisory Group, LLC | 1.58% | 1.98% | #15 | $5.5M | 85,575 | $5.3M | 88,536 | -2,961-3.34% | Reduce | |
| Leibman Financial Services, Inc. | 3.46% | 2.98% | #4 | $5.2M | 80,367 | $4.1M | 67,567 | +12,800+18.94% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #159 | $4.9M | 76,254 | $4.6M | 75,817 | +437+0.58% | Add | |
| BKM Wealth Management, LLC | 1.66% | 1.74% | #14 | $4.7M | 72,376 | $4.8M | 79,171 | -6,795-8.58% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.01% | #135 | $4.4M | 68,367 | $4.0M | 65,862 | +2,505+3.80% | Add | |
| Inlight Wealth Management, LLC | 1.11% | 1.57% | #20 | $4.4M | 67,498 | $4.3M | 70,733 | -3,235-4.57% | Reduce | |
| Econ Financial Services Corp | 2.04% | 1.87% | #8 | $4.4M | 67,391 | $4.0M | 66,956 | +435+0.65% | Add | |
| Causey Wealth LLC | 1.7% | 1.73% | #13 | $4.4M | 67,257 | $4.1M | 67,917 | -660-0.97% | Reduce |