15 institutions reported holding $86.7M of WISDOMTREE TR (EMMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Trilogy Capital Inc. ($70.5M), Kestra Advisory Services, LLC ($8.2M), Welch Financial Planning, LLC ($4.7M), GREENWOOD CAPITAL ASSOCIATES LLC ($1.7M), United Advisor Group, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Trilogy Capital Inc. | $70.5M | 1.8M | Trimmed |
| 2 | Kestra Advisory Services, LLC | $8.2M | 211,446 | Added |
| 3 | Welch Financial Planning, LLC | $4.7M | 120,873 | Trimmed |
| 4 | GREENWOOD CAPITAL ASSOCIATES LLC | $1.7M | 44,361 | Added |
| 5 | United Advisor Group, LLC | $1.1M | 28,138 | Added |
| 6 | Unified Investment Management | $229,969 | 5,953 | New |
| 7 | MARATHON CAPITAL MANAGEMENT | $225,908 | 5,848 | New |
| 8 | IFP Advisors, Inc | $88,619 | 2,294 | Hold |
| 9 | Glass Jacobson Investment Advisors llc | $26,626 | 689 | Trimmed |
| 10 | Princeton Global Asset Management LLC | $16,032 | 415 | Hold |
| 11 | Signature Resources Capital Management, LLC | $8,692 | 225 | Hold |
| 12 | Cape Investment Advisory, Inc. | $7,726 | 200 | New |
| 13 | Farther Finance Advisors, LLC | $3,731 | 97 | Added |
| 14 | Gateway Wealth Partners, LLC | $0 | 0 | Exited |
| 15 | Mosley Wealth Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30