WISDOMTREE EMERGING MARKETS LOCAL DEBT 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 0.04% | 0.04% | #14 | $12.8M | 446,191 | $12.4M | 447,506 | -1,315-0.29% | Reduce | |
| FOSTER & MOTLEY INC | 0.45% | — | #2 | $9.7M | 337,708 | $0 | 0 | +337,708 | New Buy | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #40 | $8.5M | 297,769 | $8.1M | 292,690 | +5,079+1.74% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #41 | $6.4M | 223,465 | $3.5M | 124,523 | +98,942+79.46% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #35 | $6.2M | 216,928 | $6.1M | 218,828 | -1,900-0.87% | Reduce | |
| Elmwood Wealth Management, Inc. | 1.05% | 1.09% | #1 | $4.2M | 146,261 | $4.0M | 142,056 | +4,205+2.96% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #38 | $3.9M | 137,029 | $1.3M | 48,106 | +88,923+184.85% | Add | |
| Ignite Planners, LLC | 0.43% | 0.46% | #3 | $3.1M | 108,360 | $3.0M | 107,332 | +1,028+0.96% | Add | |
| Kestra Advisory Services, LLC | 0.01% | 0.01% | #21 | $2.8M | 97,843 | $2.6M | 94,513 | +3,330+3.52% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #44 | $2.8M | 95,944 | $2.5M | 91,556 | +4,388+4.79% | Add | |
| Pekin Hardy Strauss, Inc. | 0.21% | 0.22% | #4 | $2.4M | 84,557 | $2.1M | 76,503 | +8,054+10.53% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #52 | $2.4M | 84,539 | $3.7M | 129,790 | -45,251-34.86% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #30 | $2.3M | 79,796 | $2.4M | 87,848 | -8,052-9.17% | Reduce | |
| Clear Creek Financial Management, LLC | 0.1% | 0.06% | #11 | $1.6M | 55,326 | $823,416 | 29,598 | +25,728+86.92% | Add | |
| OLD MISSION CAPITAL LLC | 0.02% | 0.01% | #19 | $1.3M | 45,052 | $692,300 | 24,885 | +20,167+81.04% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #49 | $913,575 | 31,832 | $848,530 | 30,501 | +1,331+4.36% | Add | |
| Sanctuary Advisors, LLC | <0.01% | <0.01% | #27 | $792,120 | 27,600 | $760,488 | 27,336 | +264+0.97% | Add | |
| Trilogy Capital Inc. | 0.03% | 0.03% | #17 | $691,826 | 24,105 | $660,847 | 23,754 | +351+1.48% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #57 | $662,913 | 23,098 | $642,586 | 23,098 | 00.00% | Unchanged | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #34 | $611,052 | 21,291 | $1.2M | 42,708 | -21,417-50.15% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #55 | $578,248 | 20,148 | $558,069 | 20,060 | +88+0.44% | Add | |
| ASSETMARK, INC | <0.01% | <0.01% | #37 | $549,002 | 19,129 | $512,834 | 18,434 | +695+3.77% | Add | |
| LANARK FINANCIAL, INC. | 0.03% | 0.04% | #15 | $512,978 | 17,873 | $539,804 | 19,403 | -1,530-7.89% | Reduce | |
| Capital Analysts, LLC | 0.01% | — | #20 | $431,218 | 15,025 | $0 | 0 | +15,025 | New Buy | |
| Treasure Coast Financial Planning | 0.19% | 0.19% | #6 | $386,675 | 13,473 | $374,819 | 13,473 | 00.00% | Unchanged | |
| Net Worth Advisory Group | 0.09% | 0.07% | #12 | $363,781 | 12,675 | $356,558 | 12,817 | -142-1.11% | Reduce | |
| COLUMBIA ADVISORY PARTNERS LLC | 0.18% | — | #7 | $322,358 | 11,232 | $0 | 0 | +11,232 | New Buy | |
| ARKANSAS FINANCIAL GROUP, INC. | 0.04% | 0.05% | #13 | $322,330 | 11,231 | $344,871 | 11,925 | -694-5.82% | Reduce | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #26 | $319,173 | 11,121 | $216,328 | 7,776 | +3,345+43.02% | Add | |
| Stratos Wealth Partners, LTD. | <0.01% | <0.01% | #28 | $314,277 | 10,950 | $267,609 | 9,619 | +1,331+13.84% | Add | |
| Barnes Wealth Management Group, Inc | 0.14% | — | #9 | $299,858 | 10,448 | $0 | 0 | +10,448 | New Buy | |
| RFG Advisory, LLC | <0.01% | <0.01% | #25 | $285,052 | 9,932 | $270,522 | 9,724 | +208+2.14% | Add | |
| INTEGRITY ALLIANCE, LLC. | 0.01% | 0.01% | #22 | $283,496 | 9,877 | $246,098 | 8,846 | +1,031+11.65% | Add | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #58 | $282,251 | 9,835 | $3.1M | 112,065 | -102,230-91.22% | Reduce | |
| Valmark Advisers, Inc. | <0.01% | <0.01% | #29 | $259,305 | 9,035 | $259,922 | 9,343 | -308-3.30% | Reduce | |
| Baker Ellis Asset Management LLC | 0.03% | 0.03% | #18 | $246,820 | 8,600 | $225,342 | 8,100 | +500+6.17% | Add | |
| Alexander Randolph Advisory, Inc. | 0.2% | 0.21% | #5 | $246,103 | 8,575 | $238,557 | 8,575 | 00.00% | Unchanged | |
| WealthPoint Financial, LLC | 0.18% | — | #8 | $242,652 | 8,455 | $0 | 0 | +8,455 | New Buy | |
| Betterment LLC | <0.01% | <0.01% | #45 | $239,272 | 8,337 | $222,000 | 7,967 | +370+4.64% | Add | |
| W.H. Cornerstone Investments Inc. | 0.13% | — | #10 | $223,665 | 7,793 | $0 | 0 | +7,793 | New Buy | |
| Concurrent Investment Advisors, LLC | <0.01% | — | #32 | $221,560 | 7,720 | $0 | 0 | +7,720 | New Buy | |
| Smartleaf Asset Management LLC | 0.01% | 0.01% | #23 | $200,159 | 6,956 | $192,612 | 6,956 | 00.00% | Unchanged | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #51 | $131,274 | 4,574 | $0 | 0 | +4,574 | New Buy | |
| Integrated Wealth Concepts LLC | <0.01% | — | #43 | $88,046 | 3,068 | $0 | 0 | +3,068 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #63 | $84,915 | 2,951 | $83,568 | 3,018 | -67-2.22% | Reduce | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | <0.01% | <0.01% | #62 | $65,580 | 2,285 | $63,569 | 2,285 | 00.00% | Unchanged | |
| EVOLUTION WEALTH MANAGEMENT INC. | 0.03% | 0.04% | #16 | $46,953 | 1,636 | $49,408 | 1,776 | -140-7.88% | Reduce | |
| IFP Advisors, Inc | <0.01% | <0.01% | #42 | $26,949 | 939 | $25,900 | 931 | +8+0.86% | Add | |
| JFS WEALTH ADVISORS, LLC | <0.01% | <0.01% | #33 | $26,376 | 919 | $25,567 | 919 | 00.00% | Unchanged | |
| AE Wealth Management LLC | <0.01% | <0.01% | #54 | $18,539 | 646 | $417 | 15 | +631+4,206.67% | Add |