Funds holding Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
ISIN US97717W2816 · United States · LEI 549300IH7SUKJY3BJ337
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 272K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 4,196 | 272K $ | 0.04 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.04 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 4,196 | -47.1 % |
| 2025Q3 | 1 | -2 | 7,937 | +1,229.5 % |
| 2025Q2 | 3 | 0 | 597 | +20.1 % |
| 2025Q1 | 3 | 0 | 497 | +6.9 % |
| 2024Q4 | 3 | 0 | 465 | 0.0 % |
| 2024Q3 | 3 | -1 | 465 | -97.4 % |
| 2024Q2 | 4 | 0 | 17,822 | +446.9 % |
| 2024Q1 | 4 | 3,259 |
Institutional managers
254 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Creative Planning | 4,208,248 | 252.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,282,527 | 77.1M $ | as of Mar 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | 608,600 | 36.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 556,169 | 33.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 517,055 | 31.1M $ | as of Mar 31, 2026 |
| Unison Advisors LLC | 445,149 | 26.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 440,521 | 26.5M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 430,764 | 25.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 416,879 | 25.1M $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 378,528 | 22.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 367,119 | 22.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 365,698 | 22M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 329,771 | 19.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 321,354 | 19.3M $ | as of Mar 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | 304,500 | 18.3M $ | as of Mar 31, 2026 |
| PARK AVENUE SECURITIES LLC | 260,365 | 15.6K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 248,932 | 15M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 233,815 | 14.1M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 166,756 | 10M $ | as of Mar 31, 2026 |
| Baker Ellis Asset Management LLC | 164,465 | 9.9M $ | as of Mar 31, 2026 |
| Checchi Capital Advisers, LLC | 159,151 | 9.6M $ | as of Mar 31, 2026 |
| Neumann Capital Management, LLC | 157,417 | 9.5M $ | as of Mar 31, 2026 |
| BIP Wealth, LLC | 154,391 | 9.3M $ | as of Mar 31, 2026 |
| Portland Global Advisors LLC | 145,956 | 8.8M $ | as of Mar 31, 2026 |
| Cascade Financial Partners, LLC | 144,086 | 8.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund". https://titelia.com/en/stocks/wisdom-tree-trust-wisdomtree-emerging-markets-smallcap-divid-US97717W2816