EMMF β€” WISDOMTREE TR

Ownership history in BridgePort Financial Solutions, LLC  Β·  5 quarters on record

AI Ownership Summary

BridgePort Financial Solutions, LLC reported WISDOMTREE TR (EMMF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.72% in 2025 Q4. The latest visible filing shows EMMF at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BridgePort Financial Solutions, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EMMF was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BridgePort Financial Solutions, LLC held EMMF β€” position size vs. price
% of Fund (quarterly)    EMMF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 85,085 +2,861 +3.5% 0.72% $2.7M 2026-02-14 (Est.) $34.85
2025 Q3 ADDED 82,224 +7,638 +10.2% 0.68% $2.5M 2025-11-06 $31.05
2025 Q2 ADDED 74,586 +57,965 +348.7% 0.72% $2.2M 2025-07-22 $28.56
2025 Q1 ADDED 16,621 +6,508 +64.4% 0.20% $441K 2025-04-23 $25.89
2024 Q4 INITIATED 10,113 β€” β€” 0.12% $266K 2025-02-28 $25.26

🏒 Other funds also holding EMMF

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About BridgePort Financial Solutions, LLC and EMMF

These are the practical questions this page is built to answer before you even open the full history table.

How long has BridgePort Financial Solutions, LLC reported owning EMMF?

BridgePort Financial Solutions, LLC reported EMMF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported EMMF position in BridgePort Financial Solutions, LLC's portfolio?

The largest reported portfolio weight for EMMF was 0.72% in 2025 Q4.

What is the latest reported EMMF position on this page?

The most recent filing on this page is 2025 Q4, when BridgePort Financial Solutions, LLC reported 85,085 shares, equal to 0.72% of portfolio, with an estimated market value of $2.7M.

What does the chart on this EMMF ownership page compare?

The chart compares BridgePort Financial Solutions, LLC's quarterly EMMF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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