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 255 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
474
shares
|
$18,395
0.0% of portfolio
|
Q4 2024
Reduced 52.98%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
440
shares
|
$17,076
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
371
shares
|
$14,398
0.0% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
267
shares
|
$10,362
0.0% of portfolio
|
Q1 2024
Reduced 61.14%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
263
shares
|
$10,207
0.01% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
253
shares
|
$9,818
0.0% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
238
shares
|
$9,236
0.0% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
236
shares
|
$9,159
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
222
shares
|
$8,615
0.01% of portfolio
|
Q3 2025
Reduced 53.16%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
218
shares
|
$8,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
169
shares
|
$6,558
0.0% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
161
shares
|
$6,248
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
150
shares
|
$5,821
0.0% of portfolio
|
Q2 2024
Reduced 74.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
127
shares
|
$4,928
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
126
shares
|
$4,890
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
122
shares
|
$4,734
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
99
shares
|
$3,842
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
84
shares
|
$3,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
81
shares
|
$3,143
0.0% of portfolio
|
Q3 2025
Reduced 88.16%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
72
shares
|
$2,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
68
shares
|
$2,639
0.0% of portfolio
|
Q3 2025
Reduced 97.01%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
65
shares
|
$2,522
0.0% of portfolio
|
Q2 2024
Reduced 65.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
24
shares
|
$931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
20
shares
|
$776
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4
shares
|
$155
0.0% of portfolio
|
Q3 2024
New holding
|
|