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Wisdomtree Emrg Mkts Debt (ELD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vontobel Holding Ltd.
INCREASED
Shares446,559 from 446,191
Change+368 (+0%)
Value$12.4M (-$360.1K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares243,868 from 137,029
Change+106,839 (+78%)
Value$6.8M (+$2.9M)
Filed 2026-11-06
Elmwood Wealth Management, Inc.
INCREASED
Shares150,316 from 146,261
Change+4,055 (+3%)
Value$4.2M (-$8.4K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares99,808 from 97,843
Change+1,965 (+2%)
Value$2.8M (-$26.4K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED
Shares86,782 from 84,557
Change+2,225 (+3%)
Value$2.4M (-$8.2K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares54,854 from 55,326
Change-472 (-1%)
Value$1.5M (-$59.1K)
Filed 2026-10-28
Ignite Planners, LLC
DECREASED
Shares34,109 from 108,360
Change-74,251 (-69%)
Value$950.4K (-$2.2M)
Filed 2026-10-14
Trilogy Capital Inc.
DECREASED
Shares23,204 from 24,105
Change-901 (-4%)
Value$646.7K (-$45.1K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED
Shares21,370 from 7,793
Change+13,577 (+174%)
Value$595.6K (+$371.9K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares18,532 from 19,129
Change-597 (-3%)
Value$516.5K (-$32.5K)
Filed 2026-10-21
Alexander Randolph Advisory, Inc.
INCREASED
Shares17,461 from 8,575
Change+8,886 (+104%)
Value$486.6K (+$240.5K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares17,456 from 17,873
Change-417 (-2%)
Value$486.5K (-$26.5K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares16,883 from 9,932
Change+6,951 (+70%)
Value$470.5K (+$185.5K)
Filed 2026-11-03
Arkansas Financial Group, Inc.
INCREASED
Shares14,474 from 11,231
Change+3,243 (+29%)
Value$403.4K (+$81.1K)
Filed 2026-10-26
Treasure Coast Financial Planning
UNCHANGED
Shares13,473 from 13,473
Change0 (0%)
Value$375.5K (-$11.2K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares13,338 from 9,835
Change+3,503 (+36%)
Value$371.7K (+$89.5K)
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares12,960 from 12,675
Change+285 (+2%)
Value$357.8K (-$5.9K)
Filed 2026-10-20
Harbour Investments, Inc.
INCREASED
Shares12,546 from 11,121
Change+1,425 (+13%)
Value$349.6K (+$30.5K)
Filed 2026-11-09
Barnes Wealth Management Group, Inc
INCREASED
Shares10,592 from 10,448
Change+144 (+1%)
Value$295.2K (-$4.7K)
Filed 2026-11-09
WealthPoint Financial, LLC
INCREASED
Shares9,961 from 8,455
Change+1,506 (+18%)
Value$277.6K (+$35.0K)
Filed 2026-11-03
Valmark Advisers, Inc.
UNCHANGED
Shares9,035 from 9,035
Change0 (0%)
Value$251.8K (-$7.5K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
INCREASED
Shares8,800 from 8,600
Change+200 (+2%)
Value$245.3K (-$1.6K)
Filed 2026-10-14
McCarley & Cook Financial Planners
INCREASED
Shares5,564 from 5,480
Change+84 (+2%)
Value$155.1K (-$2.2K)
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$45.6K (-$1.4K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares944 from 939
Change+5 (+1%)
Value$26.3K (-$640)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$25.6K (-$763)
Filed 2026-11-03
IFG Advisory, LLC
NEW
Shares755
Change+755
Value$21.0K
Filed 2026-11-09
Avion Wealth
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$12 ($0)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$12.3K (-$366)
Filed 2026-10-22
Geneos Wealth Management Inc.
NEW
Shares435
Change+435
Value$12.1K
Filed 2026-11-09
Larson Financial Group LLC
DECREASED
Shares302 from 373
Change-71 (-19%)
Value$8.4K (-$2.3K)
Filed 2026-11-05
Covestor Ltd
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$8 ($0)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares243 from 227
Change+16 (+7%)
Value$6.8K (+$257)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$6.5K (-$194)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$3.7K (-$110)
Filed 2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$3.0K (-$89)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares53 from 80
Change-27 (-34%)
Value$1.5K (-$819)
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$307 (-$9)
Filed 2026-10-02
Columbia Advisory Partners LLC
CLOSED
Shares0 from 11,232
Change-11,232 (-100%)
Value$0 (-$322.4K)
Filed 2026-10-15
Integrity Alliance, Llc.
CLOSED
Shares0 from 9,877
Change-9,877 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 7,720
Change-7,720 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-16
Foster & Motley Inc
N/A
Shares— from 337,708
Change-337,708 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 297,769
Change-297,769 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 223,465
Change-223,465 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 216,928
Change-216,928 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 95,944
Change-95,944 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 84,539
Change-84,539 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 79,796
Change-79,796 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 45,052
Change-45,052 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,832
Change-31,832 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,098
Change-23,098 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 21,291
Change-21,291 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,148
Change-20,148 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 15,025
Change-15,025 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,337
Change-8,337 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,956
Change-6,956 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Blair William & Co
N/A
Shares— from 287
Change-287 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 200
Change-200 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Vontobel Holding Ltd.
INCREASED446,559446,191+368+0%$12.8M$12.4M-$360.1K2026-10-16
LPL Financial LLC
INCREASED243,868137,029+106,839+78%$3.9M$6.8M+$2.9M2026-11-06
Elmwood Wealth Management, Inc.
INCREASED150,316146,261+4,055+3%$4.2M$4.2M-$8.4K2026-10-14
Kestra Advisory Services, LLC
INCREASED99,80897,843+1,965+2%$2.8M$2.8M-$26.4K2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED86,78284,557+2,225+3%$2.4M$2.4M-$8.2K2026-11-02
Clear Creek Financial Management, LLC
DECREASED54,85455,326-472-1%$1.6M$1.5M-$59.1K2026-10-28
Ignite Planners, LLC
DECREASED34,109108,360-74,251-69%$3.1M$950.4K-$2.2M2026-10-14
Trilogy Capital Inc.
DECREASED23,20424,105-901-4%$691.8K$646.7K-$45.1K2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED21,3707,793+13,577+174%$223.7K$595.6K+$371.9K2026-11-03
Assetmark, Inc
DECREASED18,53219,129-597-3%$549.0K$516.5K-$32.5K2026-10-21
Alexander Randolph Advisory, Inc.
INCREASED17,4618,575+8,886+104%$246.1K$486.6K+$240.5K2026-11-04
Lanark Financial, Inc.
DECREASED17,45617,873-417-2%$513.0K$486.5K-$26.5K2026-10-26
RFG Advisory, LLC
INCREASED16,8839,932+6,951+70%$285.1K$470.5K+$185.5K2026-11-03
Arkansas Financial Group, Inc.
INCREASED14,47411,231+3,243+29%$322.3K$403.4K+$81.1K2026-10-26
Treasure Coast Financial Planning
UNCHANGED13,47313,47300%$386.7K$375.5K-$11.2K2026-11-03
Bank of New York Mellon Corp
INCREASED13,3389,835+3,503+36%$282.3K$371.7K+$89.5K2026-11-05
Net Worth Advisory Group
INCREASED12,96012,675+285+2%$363.8K$357.8K-$5.9K2026-10-20
Harbour Investments, Inc.
INCREASED12,54611,121+1,425+13%$319.2K$349.6K+$30.5K2026-11-09
Barnes Wealth Management Group, Inc
INCREASED10,59210,448+144+1%$299.9K$295.2K-$4.7K2026-11-09
WealthPoint Financial, LLC
INCREASED9,9618,455+1,506+18%$242.7K$277.6K+$35.0K2026-11-03
Valmark Advisers, Inc.
UNCHANGED9,0359,03500%$259.3K$251.8K-$7.5K2026-11-06
Baker Ellis Asset Management LLC
INCREASED8,8008,600+200+2%$246.8K$245.3K-$1.6K2026-10-14
McCarley & Cook Financial Planners
INCREASED5,5645,480+84+2%$157.3K$155.1K-$2.2K2026-10-21
Evolution Wealth Management Inc.
UNCHANGED1,6361,63600%$47.0K$45.6K-$1.4K2026-10-28
IFP Advisors, Inc
INCREASED944939+5+1%$26.9K$26.3K-$6402026-10-16
JFS Wealth Advisors, LLC
UNCHANGED91991900%$26.4K$25.6K-$7632026-11-03
IFG Advisory, LLC
NEW755—+755——$21.0K—2026-11-09
Avion Wealth
UNCHANGED44344300%$12$12$02026-11-04
SBI Securities Co., Ltd.
UNCHANGED44144100%$12.7K$12.3K-$3662026-10-22
Geneos Wealth Management Inc.
NEW435—+435——$12.1K—2026-11-09
Larson Financial Group LLC
DECREASED302373-71-19%$10.7K$8.4K-$2.3K2026-11-05
Covestor Ltd
UNCHANGED27327300%$8$8$02026-10-30
Creative Financial Designs Inc
INCREASED243227+16+7%$6.5K$6.8K+$2572026-11-04
PNC Financial Services Group, Inc.
UNCHANGED23423400%$6.7K$6.5K-$1942026-11-06
CoreCap Advisors, LLC
UNCHANGED13313300%$3.8K$3.7K-$1102026-10-08
Elevated Capital Advisors, LLC
UNCHANGED10610600%$3.1K$3.0K-$892026-11-04
Tounjian Advisory Partners, LLC
DECREASED5380-27-34%$2.3K$1.5K-$8192026-11-04
Planning Strategies Inc.
UNCHANGED111100%$316$307-$92026-10-02
Columbia Advisory Partners LLC
CLOSED011,232-11,232-100%$322.4K$0-$322.4K2026-10-15
Integrity Alliance, Llc.
CLOSED09,877-9,877-100%$283.5K$0-$283.5K2026-10-29
Concurrent Investment Advisors, LLC
CLOSED07,720-7,720-100%$221.6K$0-$221.6K2026-10-16
Foster & Motley Inc
N/A—337,708-337,708-100%$9.7M———
Bank of America Corp
N/A—297,769-297,769-100%$8.5M———
Jane Street Group, LLC
N/A—223,465-223,465-100%$6.4M———
Wells Fargo & Company
N/A—216,928-216,928-100%$6.2M———
Royal Bank of Canada
N/A—95,944-95,944-100%$2.8M———
Morgan Stanley
N/A—84,539-84,539-100%$2.4M———
Osaic Holdings, Inc.
N/A—79,796-79,796-100%$2.3M———
Old Mission Capital LLC
N/A—45,052-45,052-100%$1.3M———
Raymond James Financial Inc
N/A—31,832-31,832-100%$913.6K———
Sanctuary Advisors, LLC
N/A—27,600-27,600-100%$792.1K———
Goldman Sachs Group Inc
N/A—23,098-23,098-100%$662.9K———
Janney Montgomery Scott LLC
N/A—21,291-21,291-100%$611.0K———
UBS Group AG
N/A—20,148-20,148-100%$578.2K———
Capital Analysts, LLC
N/A—15,025-15,025-100%$431.0K———
Stratos Wealth Partners, Ltd.
N/A—10,950-10,950-100%$314.3K———
Betterment LLC
N/A—8,337-8,337-100%$239.0K———
Smartleaf Asset Management LLC
N/A—6,956-6,956-100%$200.2K———
JPMorgan Chase & Co
N/A—2,951-2,951-100%$84.9K———
UBS Asset Management Americas LLC
N/A—2,285-2,285-100%$65.6K———
AE Wealth Management LLC
N/A—646-646-100%$18.5K———
Blair William & Co
N/A—287-287-100%$8.2K———
Federation des caisses Desjardins du Quebec
N/A—200-200-100%$5.7K———
Global Retirement Partners, LLC
N/A—50-50-100%$1.4K———
Strategic Wealth Partners, Ltd.
N/A—33-33-100%$954———
Huntington National Bank
N/A—1-1-100%$29———
Showing 66 of 66 institutions