WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / WisdomTree Emerging Markets Local Debt Fund
Symbol
ELD
Shares outstanding
2,578,917
Price per share
$29.20
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,650,434
Total reported value
$47,394,106
% of total 13F portfolios
0%
Share change
+50,456
Value change
+$1,544,222
Number of holders
47
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bank of New York Mellon Corp 4.8% -42% $3,341,038 -$2,230,831 123,788 -40% Bank of New York Mellon Corp 30 Jun 2025

As of 30 Sep 2025, 47 institutional investors reported holding 1,650,434 shares of WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD). This represents 64% of the company’s total 2,578,917 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Vontobel Holding Ltd. 17% 429,863 +6.8% 0.04% $12,356,412
BANK OF AMERICA CORP /DE/ 9.6% 247,756 +2.7% 0% $7,121,746
Bank of New York Mellon Corp 5.1% 131,488 +6.2% 0% $3,779,617
MORGAN STANLEY 5% 129,789 +19% 0% $3,730,785
WELLS FARGO & COMPANY/MN 4.7% 121,224 +17% 0% $3,484,581
Elmwood Wealth Management, Inc. 4.4% 112,953 +7.1% 1.2% $3,246,834
Ignite Planners, LLC 4% 104,021 -3.5% 0.49% $2,990,063
OSAIC HOLDINGS, INC. 3.7% 95,387 +1350% 0% $2,695,622
Pekin Hardy Strauss, Inc. 1.3% 33,718 0.1% $969,224
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.96% 24,656 +2.4% 0% $708,737
LPL Financial LLC 0.95% 24,435 +42% 0% $702,393
GOLDMAN SACHS GROUP INC 0.9% 23,098 0% 0% $663,952
NBC SECURITIES, INC. 0.77% 19,896 -3.5% 0.04% $571,911
RAYMOND JAMES FINANCIAL INC 0.77% 19,811 +55% 0% $569,479
UBS Group AG 0.73% 18,896 +5.8% 0% $543,166
Treasure Coast Financial Planning 0.52% 13,473 0% 0.22% $387,281
Net Worth Advisory Group 0.46% 11,945 -2.7% 0.1% $343,353
Insight Advisors, LLC/ PA 0.43% 11,009 +0.54% 0.05% $316,456
RFG Advisory, LLC 0.36% 9,307 +1.1% 0.01% $267,518
INTEGRITY ALLIANCE, LLC. 0.34% 8,671 +14% 0.01% $249,253
Valmark Advisers, Inc. 0.33% 8,588 -2.6% 0% $246,862
Moors & Cabot, Inc. 0.3% 7,683 +6.3% 0.01% $220,848
Betterment LLC 0.29% 7,528 -0.13% 0% $216,000
OneDigital Investment Advisors LLC 0.28% 7,279 -0.76% 0% $209,228
Smartleaf Asset Management LLC 0.26% 6,702 +12% 0.01% $192,213

Institutional Holders of WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 149,115 $4,354,305 +$274,947 $29.20 6
2025 Q3 1,650,434 $47,394,106 +$1,544,222 $28.74 47
2025 Q2 1,599,887 $44,737,396 +$3,233,289 $27.96 51
2025 Q1 1,482,704 $39,688,985 +$3,862,800 $26.76 44
2024 Q4 1,342,392 $34,072,390 -$841,820 $25.38 48
2024 Q3 1,436,811 $40,148,568 -$1,749,789 $27.94 50
2024 Q2 1,487,937 $39,232,677 +$1,941,287 $26.36 43
2024 Q1 1,411,940 $38,647,389 -$10,802,796 $27.38 47
2023 Q4 136 $3,818 $28.07 1
2023 Q3 2,020,271 $52,966,659 -$5,892,423 $26.26 44
2023 Q2 2,316,020 $63,893,297 +$1,026,571 $27.58 44
2023 Q1 2,288,120 $61,936,576 +$10,257,226 $27.07 42
2022 Q4 1,910,596 $49,341,479 +$11,275,588 $25.83 42
2022 Q3 1,509,517 $36,637,417 +$5,769,064 $24.27 31
2022 Q2 1,271,518 $32,607,642 -$14,431,609 $25.64 34
2022 Q1 1,879,893 $52,590,603 +$8,621,373 $27.97 41
2021 Q4 1,645,742 $49,307,073 -$1,813,964 $29.97 45
2021 Q3 1,702,046 $53,183,429 -$2,384,722 $31.26 41
2021 Q2 1,754,448 $57,211,504 +$678,333 $32.61 43
2021 Q1 1,754,789 $56,173,917 +$18,324,544 $32.02 50
2020 Q4 1,179,526 $41,018,466 -$1,976,805 $34.79 45
2020 Q3 1,227,899 $38,975,234 -$12,872,141 $31.74 40
2020 Q2 1,614,168 $51,540,373 -$23,792,139 $31.93 45
2020 Q1 2,398,946 $70,774,219 -$20,079,766 $29.53 49
2019 Q4 3,050,419 $109,849,282 -$3,846,196 $35.94 60
2019 Q3 3,174,173 $109,222,711 +$2,634,364 $34.40 60
2019 Q2 3,091,310 $109,321,156 -$1,208,861 $35.35 61
2019 Q1 3,128,393 $106,924,454 +$12,422,104 $34.18 60
2018 Q4 2,770,334 $92,839,092 -$20,940,551 $33.49 61
2018 Q3 3,276,350 $107,524,479 +$63,925,614 $32.82 61
2018 Q2 1,778,798 $62,115,321 -$22,121,839 $34.40 66
2018 Q1 2,321,664 $91,206,034 +$27,459,609 $39.30 72
2017 Q4 1,639,752 $63,060,334 -$33,330,570 $38.45 71
2017 Q3 2,487,825 $96,004,521 +$6,487,827 $38.59 66
2017 Q2 2,347,181 $88,993,032 +$2,847,873 $37.93 73
2017 Q1 2,258,467 $84,884,454 -$4,150,953 $37.59 67
2016 Q4 2,427,150 $86,829,626 -$51,743,305 $35.78 72
2016 Q3 3,913,819 $148,944,943 -$59,108,532 $38.08 78
2016 Q2 5,451,552 $203,943,218 -$34,166,578 $37.41 68
2016 Q1 6,345,818 $233,504,872 -$100,794,849 $36.82 70
2015 Q4 9,134,494 $311,854,220 +$8,077,747 $34.28 77
2015 Q3 8,873,817 $308,720,412 -$50,379,698 $34.65 86
2015 Q2 9,551,971 $371,157,860 +$21,071,186 $38.87 88
2015 Q1 9,070,270 $360,723,284 -$19,236,518 $39.75 94
2014 Q4 9,408,066 $391,396,030 -$95,637,051 $41.60 108
2014 Q3 11,470,681 $511,454,645 -$17,415,742 $44.60 107
2014 Q2 11,129,914 $528,893,315 -$58,308,968 $47.54 109
2014 Q1 13,006,286 $596,615,259 -$135,085,512 $45.87 122