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Position history for IWIntegrated Wealth Concepts LLC's holdings in WISDOMTREE TR

Integrated Wealth Concepts LLC holds 220,919 shares of EMCB (WISDOMTREE TR), worth $14.6M as of 2026-Q2. The position was increased (+1.8% shares). EMCB represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$14.6M

Current Shares

220,919

Total Value Change

+$3.4M

Total Shares Change

+53,023

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
220,919
+1.8%
$14.6M0.1%$65.87
29
2026-Q1
Increased
216,976
+21.0%
$14.2M0.1%$64.36
40
2025-Q4
Increased
179,345
+5.8%
$11.9M0.1%$64.47
35
2025-Q3
Increased
169,572
+26.3%
$11.4M0.1%$64.05
41
2025-Q2
Increased
134,299
+5.1%
$8.9M0.1%$62.23
29
2025-Q1
Decreased
127,759
-28.0%
$8.4M0.1%$60.88
0
2024-Q4
Increased
177,336
+5.6%
$11.5M0.1%$59.60
35
2024-Q3
Increased
167,896
+58.3%
$11.2M0.1%$60.26
47

Other major holders of EMCB: LPL Financial LLC

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