WISDOMTREE EMERGING MARKETS MULTIFACTOR 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Trilogy Capital Inc. | 2.74% | 2.75% | #1 | $70.5M | 1.8M | $62.4M | 1.9M | -61,357-3.25% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #14 | $12.0M | 310,063 | $10.8M | 327,683 | -17,620-5.38% | Reduce | |
| Kestra Advisory Services, LLC | 0.03% | 0.02% | #8 | $8.2M | 211,446 | $6.5M | 197,280 | +14,166+7.18% | Add | |
| Tidemark, LLC | 1.43% | 1.9% | #3 | $6.4M | 164,478 | $7.5M | 226,212 | -61,734-27.29% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #22 | $4.9M | 128,487 | $2.9M | 91,947 | +36,540+39.74% | Add | |
| Welch Financial Planning, LLC | 2.72% | 2.93% | #2 | $4.7M | 120,873 | $4.1M | 123,040 | -2,167-1.76% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #24 | $2.7M | 70,749 | $4.5M | 136,632 | -65,883-48.22% | Reduce | |
| GREENWOOD CAPITAL ASSOCIATES LLC | 0.17% | 0.16% | #5 | $1.7M | 44,361 | $1.4M | 43,523 | +838+1.93% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #19 | $1.2M | 30,624 | $1.0M | 31,402 | -778-2.48% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #18 | $1.1M | 29,291 | $802,617 | 24,241 | +5,050+20.83% | Add | |
| United Advisor Group, LLC | 0.11% | 0.09% | #6 | $1.1M | 28,138 | $768,303 | 23,205 | +4,933+21.26% | Add | |
| OLD MISSION CAPITAL LLC | 0.01% | 0.02% | #10 | $934,051 | 24,179 | $1.2M | 35,992 | -11,813-32.82% | Reduce | |
| Stratos Wealth Partners, LTD. | 0.01% | <0.01% | #12 | $718,570 | 18,601 | $275,541 | 8,322 | +10,279+123.52% | Add | |
| Baird Financial Group, Inc. | <0.01% | <0.01% | #21 | $406,936 | 10,534 | $358,084 | 10,815 | -281-2.60% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #25 | $374,370 | 9,691 | $491,087 | 14,832 | -5,141-34.66% | Reduce | |
| Cetera Investment Advisers | <0.01% | — | #23 | $253,925 | 6,573 | $0 | 0 | +6,573 | New Buy | |
| Unified Investment Management | 0.21% | — | #4 | $229,969 | 5,953 | $0 | 0 | +5,953 | New Buy | |
| MARATHON CAPITAL MANAGEMENT | 0.05% | — | #7 | $225,908 | 5,848 | $0 | 0 | +5,848 | New Buy | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #26 | $217,352 | 5,626 | $192,916 | 5,827 | -201-3.45% | Reduce | |
| Cheviot Value Management, LLC | 0.02% | 0.02% | #9 | $177,933 | 4,606 | $152,504 | 4,606 | 00.00% | Unchanged | |
| IFP Advisors, Inc | <0.01% | <0.01% | #17 | $88,619 | 2,294 | $75,954 | 2,294 | 00.00% | Unchanged | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #27 | $26,626 | 689 | $0 | 0 | +689 | New Buy | |
| Glass Jacobson Investment Advisors llc | 0.01% | 0.01% | #11 | $26,626 | 689 | $24,804 | 749 | -60-8.01% | Reduce | |
| Princeton Global Asset Management LLC | <0.01% | <0.01% | #15 | $16,032 | 415 | $13,741 | 415 | 00.00% | Unchanged | |
| Signature Resources Capital Management, LLC | <0.01% | <0.01% | #13 | $8,692 | 225 | $7,450 | 225 | 00.00% | Unchanged | |
| Cape Investment Advisory, Inc. | <0.01% | — | #16 | $7,726 | 200 | $0 | 0 | +200 | New Buy | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #28 | $3,731 | 97 | $3,187 | 96 | +1+1.04% | Add | |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | <0.01% | — | #20 | $2,127 | 55 | $0 | 0 | +55 | New Buy | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | — | #29 | $1,815 | 48 | $0 | 0 | +48 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #30 | $77 | 2 | $39 | 1 | +1+100.00% | Add |