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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
281
shares
|
$9,905
0.01% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
267
shares
|
$9,411
0.0% of portfolio
|
Q1 2024
Reduced 61.14%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
260
shares
|
$9,165
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
253
shares
|
$8,918
0.0% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
238
shares
|
$8,389
0.0% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
236
shares
|
$8,319
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
218
shares
|
$7,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
169
shares
|
$5,957
0.0% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
161
shares
|
$5,675
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
150
shares
|
$5,287
0.0% of portfolio
|
Q2 2024
Reduced 74.36%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
142
shares
|
$5,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
127
shares
|
$4,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
125
shares
|
$4,406
0.0% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
122
shares
|
$4,300
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
99
shares
|
$3,489
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
65
shares
|
$2,291
0.0% of portfolio
|
Q2 2024
Reduced 65.97%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
24
shares
|
$846
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20
shares
|
$705
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
14
shares
|
$493
0.0% of portfolio
|
Q4 2023
Reduced 98.96%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
12
shares
|
$423
0.0% of portfolio
|
Q1 2025
Reduced 90.32%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4
shares
|
$141
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4
shares
|
$141
0.0% of portfolio
|
Q1 2025
Reduced 99.6%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
3
shares
|
$105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|