Institutional Ownership Wisdomtree Tr Emerging Mkts Ex (XSOE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Ex (XSOE). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,354,992
shares
|
$118 Million
1.38% of portfolio
|
Q2 2025
Added 39.53%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,791,292
shares
|
$98.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,097,871
shares
|
$73.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
1,636,879
shares
|
$57.7 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,526,904
shares
|
$53.8 Million
0.02% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
1,408,892
shares
|
$49.7 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
1,360,000
shares
|
$47.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,229,915
shares
|
$43.4 Million
0.01% of portfolio
|
Q2 2025
Added 72.58%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
1,181,001
shares
|
$41.6 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,137,325
shares
|
$40.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
980,944
shares
|
$34.6 Million
6.96% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
798,883
shares
|
$28.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
713,416
shares
|
$25.1 Million
1.86% of portfolio
|
Q2 2022
Reduced 36.93%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
687,972
shares
|
$24.3 Million
1.22% of portfolio
|
Q3 2022
Added 2.51%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
582,183
shares
|
$20.5 Million
6.87% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
570,881
shares
|
$20.1 Million
4.3% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
486,194
shares
|
$17.1 Million
0.69% of portfolio
|
Q2 2025
Added 52.44%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
466,508
shares
|
$16.4 Million
10.79% of portfolio
|
Q2 2025
Added 50.79%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
420,326
shares
|
$14.8 Million
1.8% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
392,484
shares
|
$13.8 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
312,094
shares
|
$11 Million
3.67% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
304,366
shares
|
$10.7 Million
1.4% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
303,997
shares
|
$10.7 Million
2.25% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
297,337
shares
|
$10.5 Million
1.19% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
297,185
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.31%
|