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EMMF Institutional Ownership

WisdomTree Emerging Markets Multifactor Fund
1W: -0.8% 1M: -0.4% 3M: -0.7% YTD: +18.7% 1Y: +23.8% 3Y: +71.9% 5Y: +64.0%
$38.12
+0.48 (+1.29%)
 
Weekly Expected Move ±2.6%
$36 $37 $38 $39 $40
ETF AMEX · AUM $186.8M

Institutional Ownership — EMMF

36
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
118M
Total Invested
6
New Positions
9
Increased
17
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (39 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Trilogy Capital Inc. 1,824,236 70M -61,357 -3.3% 10Q SEC ↗
2 CWM, LLC 322,839 12M +73,152 +29.3% 4Q SEC ↗
3 LPL Financial LLC 310,063 12M -17,620 -5.4% 7Q SEC ↗
4 Kestra Advisory Services, LLC 211,446 8M +14,166 +7.2% 12Q SEC ↗
5 Tidemark, LLC 164,478 6M -61,734 -27.3% 5Q SEC ↗
6 JPMORGAN CHASE & CO 128,487 5M +36,540 +39.7% 9Q SEC ↗
7 Welch Financial Planning, LLC 120,873 5M -2,167 -1.8% 3Q SEC ↗
8 JANE STREET GROUP, LLC 70,749 3M -65,883 -48.2% 3Q SEC ↗
9 GREENWOOD CAPITAL ASSOCIATES LLC 44,361 2M +838 +1.9% 6Q SEC ↗
10 STIFEL FINANCIAL CORP 30,624 1M -778 -2.5% 6Q SEC ↗
11 OSAIC HOLDINGS, INC. 29,291 1M +5,050 +20.8% 10Q SEC ↗
12 United Advisor Group, LLC 28,138 1M +4,933 +21.3% 4Q SEC ↗
13 OLD MISSION CAPITAL LLC 24,179 922K -11,813 -32.8% 2Q SEC ↗
14 Stratos Wealth Partners, LTD. 18,601 709K +10,279 +123.5% 2Q SEC ↗
15 Baird Financial Group, Inc. 10,534 402K -281 -2.6% 3Q SEC ↗
16 RAYMOND JAMES FINANCIAL INC 9,691 369K -5,141 -34.7% 3Q SEC ↗
17 Cetera Investment Advisers NEW 6,573 251K — +0.0% 1Q SEC ↗
18 Unified Investment Management NEW 5,953 227K — +0.0% 1Q SEC ↗
19 MARATHON CAPITAL MANAGEMENT NEW 5,848 223K — +0.0% 1Q SEC ↗
20 WELLS FARGO & COMPANY/MN 5,626 214K -201 -3.4% 10Q SEC ↗
21 Cheviot Value Management, LLC 4,606 176K — +0.0% 6Q SEC ↗
22 IFP Advisors, Inc 2,294 87K — +0.0% 13Q SEC ↗
23 Glass Jacobson Investment Advisors llc 689 26K -60 -8.0% 11Q SEC ↗
24 MERCER GLOBAL ADVISORS INC /ADV NEW 689 26K — +0.0% 1Q SEC ↗
25 Princeton Global Asset Management LLC 415 16K — +0.0% 25Q SEC ↗
26 Signature Resources Capital Management 225 9K — +0.0% 2Q SEC ↗
27 Cape Investment Advisory, Inc. NEW 200 8K — +0.0% 1Q SEC ↗
28 Farther Finance Advisors, LLC 97 4K +1 +1.0% 3Q SEC ↗
29 PENSION & WEALTH MANAGEMENT ADVISORS, 55 2K +1 +1.9% 7Q SEC ↗
30 JONES FINANCIAL COMPANIES LLLP NEW 48 2K — +0.0% 1Q SEC ↗
31 MORGAN STANLEY 2 0K +1 +100.0% 8Q SEC ↗
32 BridgePort Financial Solutions, LLC 0 0K -85,085 -100.0% 5Q SEC ↗
33 Rockefeller Capital Management L.P. 0 0K -273 -100.0% 1Q SEC ↗
34 Independent Advisor Alliance 0 0K -9,856 -100.0% 1Q SEC ↗
35 COMMONWEALTH EQUITY SERVICES, LLC 0 0K -18,960 -100.0% 5Q SEC ↗
36 Gateway Wealth Partners, LLC 0 0K -6,400 -100.0% 1Q SEC ↗
37 Mosley Wealth Management 0 0K -27 -100.0% 1Q SEC ↗
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 0K -13 -100.0% 5Q SEC ↗
39 FMR LLC 0 0K -1 -100.0% 4Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
CWM, LLC +73,152 +29.3% 322,839
JPMORGAN CHASE & CO +36,540 +39.7% 128,487
Kestra Advisory Services, LLC +14,166 +7.2% 211,446
Stratos Wealth Partners, LTD. +10,279 +123.5% 18,601
OSAIC HOLDINGS, INC. +5,050 +20.8% 29,291
United Advisor Group, LLC +4,933 +21.3% 28,138
GREENWOOD CAPITAL ASSOCIATES LLC +838 +1.9% 44,361
Farther Finance Advisors, LLC +1 +1.0% 97
MORGAN STANLEY +1 +100.0% 2
PENSION & WEALTH MANAGEMENT ADVISOR +1 +1.9% 55
Biggest Decreases (11)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -65,883 -48.2% 70,749
Tidemark, LLC -61,734 -27.3% 164,478
Trilogy Capital Inc. -61,357 -3.3% 1,824,236
LPL Financial LLC -17,620 -5.4% 310,063
OLD MISSION CAPITAL LLC -11,813 -32.8% 24,179
RAYMOND JAMES FINANCIAL INC -5,141 -34.7% 9,691
Welch Financial Planning, LLC -2,167 -1.8% 120,873
STIFEL FINANCIAL CORP -778 -2.5% 30,624
Baird Financial Group, Inc. -281 -2.6% 10,534
WELLS FARGO & COMPANY/MN -201 -3.4% 5,626
Glass Jacobson Investment Advisors -60 -8.0% 689

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms