SA
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Sovran Advisors’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Sovran Advisors’s Portfolio EMMF Stock Details EMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,332
Closed -$502K – 503
2025
Q1 		$502K Buy
19,332
+9,769
+102% +$261K 0.07% 285
2024
Q4 		$252K Buy
+9,563
New +$264K 0.04% 368

Other funds holding EMMF

TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $353M AUM 18.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
RWS
Resolute Wealth Strategies Jackson, Mississippi $232M AUM 24.43% 1-Year Est. Return