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
$29.98
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,734,186
Total reported value
$50,685,552
% of total 13F portfolios
0%
Share change
+83,904
Value change
+$2,512,578
Number of holders
51
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% $3,459,578 -$2,309,981 123,788 -40% Bank of New York Mellon Corp 30 Jun 2025

As of 31 Dec 2025, 51 institutional investors reported holding 1,734,186 shares of WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD). This represents 67% 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 65% 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% 443,908 +3.3% 0.04% $12,962,114
BANK OF AMERICA CORP /DE/ 11% 283,109 +14% 0% $8,266,770
WELLS FARGO & COMPANY/MN 5% 128,538 +6% 0% $3,753,315
MORGAN STANLEY 4.9% 125,150 -3.6% 0% $3,654,380
Elmwood Wealth Management, Inc. 4.7% 120,838 +7% 1.1% $3,528,470
OSAIC HOLDINGS, INC. 4.1% 106,976 +12% 0% $3,123,587
Ignite Planners, LLC 3.9% 101,722 -2.2% 0.46% $3,018,072
Pekin Hardy Strauss, Inc. 2.5% 63,373 +88% 0.17% $1,850,492
Janney Montgomery Scott LLC 1.7% 42,655 0% $1,246,000
LPL Financial LLC 1.1% 29,279 +20% 0% $854,952
ROYAL BANK OF CANADA 1.1% 29,081 +591% 0% $849,000
GOLDMAN SACHS GROUP INC 0.9% 23,098 0% 0% $674,462
NBC SECURITIES, INC. 0.84% 21,551 +8.3% 0.05% $629,309
UBS Group AG 0.83% 21,442 +13% 0% $626,106
RAYMOND JAMES FINANCIAL INC 0.76% 19,527 -1.4% 0% $570,190
ASSETMARK, INC 0.73% 18,744 0% $547,325
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.57% 14,646 -41% 0% $427,663
JANE STREET GROUP, LLC 0.56% 14,322 0% $418,202
Treasure Coast Financial Planning 0.52% 13,473 0% 0.21% $393,412
Net Worth Advisory Group 0.49% 12,612 +5.6% 0.07% $368,270
ARKANSAS FINANCIAL GROUP, INC. 0.44% 11,422 0.05% $333,522
Insight Advisors, LLC/ PA 0.43% 11,019 +0.09% 0.05% $321,758
Valmark Advisers, Inc. 0.4% 10,438 +22% 0% $304,790
RFG Advisory, LLC 0.37% 9,529 +2.4% 0.01% $278,239
INTEGRITY ALLIANCE, LLC. 0.34% 8,740 +0.8% 0.01% $255,231

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 1,734,186 $50,685,552 +$2,512,578 $29.20 51
2025 Q3 1,650,434 $47,394,093 +$1,543,979 $28.74 47
2025 Q2 1,599,865 $44,736,396 +$3,232,294 $27.96 50
2025 Q1 1,482,704 $39,688,985 +$3,857,163 $26.76 44
2024 Q4 1,342,392 $34,072,390 -$836,188 $25.38 48
2024 Q3 1,436,811 $40,148,568 -$1,749,789 $27.94 50
2024 Q2 1,487,988 $39,234,021 +$1,941,288 $26.36 44
2024 Q1 1,411,940 $38,647,389 -$10,713,273 $27.38 46
2023 Q4 1,800,631 $50,526,541 -$7,549,736 $28.07 50
2023 Q3 2,101,859 $55,109,160 -$5,965,478 $26.26 46
2023 Q2 2,316,220 $63,898,814 +$1,026,574 $27.58 45
2023 Q1 2,288,320 $61,941,990 +$10,257,214 $27.07 43
2022 Q4 1,910,796 $49,346,644 +$10,150,194 $25.83 43
2022 Q3 1,511,552 $36,686,271 +$5,428,060 $24.27 34
2022 Q2 1,303,344 $33,424,771 -$14,145,999 $25.64 38
2022 Q1 1,880,093 $52,596,197 +$8,532,840 $27.97 42
2021 Q4 1,645,942 $49,313,067 -$1,813,962 $29.97 46
2021 Q3 1,702,246 $53,189,680 -$2,384,716 $31.26 42
2021 Q2 1,754,648 $57,218,026 +$667,841 $32.61 44
2021 Q1 1,761,498 $56,388,321 +$18,436,667 $32.02 52
2020 Q4 1,179,726 $41,025,424 -$1,975,203 $34.79 46
2020 Q3 1,232,435 $39,119,582 -$12,902,911 $31.74 42
2020 Q2 1,619,671 $51,716,759 -$23,778,758 $31.93 47
2020 Q1 2,404,032 $70,924,125 -$20,079,778 $29.53 51
2019 Q4 3,059,418 $110,172,470 -$3,933,710 $35.94 62
2019 Q3 3,167,387 $108,990,593 +$2,514,353 $34.40 61
2019 Q2 3,091,510 $109,328,226 -$1,169,386 $35.35 62
2019 Q1 3,152,050 $107,735,290 +$13,025,786 $34.18 63
2018 Q4 2,770,866 $92,856,792 -$18,932,370 $33.49 63
2018 Q3 3,291,850 $108,033,043 +$60,607,963 $32.82 64
2018 Q2 1,778,998 $62,122,201 -$22,121,843 $34.40 67
2018 Q1 2,321,864 $91,213,894 +$27,459,611 $39.30 73
2017 Q4 1,639,952 $63,068,024 -$33,330,534 $38.45 72
2017 Q3 2,488,025 $96,012,239 +$6,487,818 $38.59 66
2017 Q2 2,347,381 $89,000,618 +$2,849,355 $37.93 74
2017 Q1 2,260,167 $84,947,972 -$4,803,908 $37.59 69
2016 Q4 2,427,150 $86,829,626 -$51,743,275 $35.78 72
2016 Q3 3,913,819 $148,944,943 -$59,106,682 $38.08 78
2016 Q2 5,451,652 $203,946,218 -$34,133,106 $37.41 69
2016 Q1 6,395,393 $235,329,872 -$100,658,008 $36.82 72
2015 Q4 9,166,609 $312,954,220 +$7,446,321 $34.28 79
2015 Q3 8,923,515 $310,443,412 -$49,646,566 $34.65 89
2015 Q2 9,580,374 $372,261,860 +$21,106,825 $38.87 89
2015 Q1 9,097,757 $361,816,284 -$17,838,272 $39.75 95
2014 Q4 9,408,066 $391,396,030 -$95,595,669 $41.60 108
2014 Q3 11,467,563 $511,534,645 -$24,322,932 $44.60 107
2014 Q2 11,284,696 $536,485,315 -$57,858,361 $47.54 109
2014 Q1 13,011,813 $596,867,259 -$135,089,725 $45.87 123