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 254 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
238
shares
|
$7,368
0.0% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
236
shares
|
$7,306
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
233
shares
|
$7,213
0.0% of portfolio
|
Q4 2024
Reduced 73.25%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
232
shares
|
$7,182
0.0% of portfolio
|
Q1 2024
Reduced 81.01%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
229
shares
|
$7,089
0.0% of portfolio
|
Q4 2024
Added 27.22%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
218
shares
|
$6,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
177
shares
|
$5,479
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
165
shares
|
$5,108
0.0% of portfolio
|
Q2 2024
Added 4.43%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
161
shares
|
$4,984
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
150
shares
|
$4,644
0.0% of portfolio
|
Q2 2024
Reduced 74.36%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
150
shares
|
$4,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
130
shares
|
$4,024
0.0% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
127
shares
|
$3,931
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
124
shares
|
$3,839
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
100
shares
|
$3,096
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
66
shares
|
$2,043
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
65
shares
|
$2,012
0.0% of portfolio
|
Q2 2024
Reduced 65.97%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
61
shares
|
$1,888
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
52
shares
|
$1,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
46
shares
|
$1,424
0.0% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20
shares
|
$619
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
16
shares
|
$495
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$433
0.0% of portfolio
|
Q4 2023
Reduced 98.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4
shares
|
$123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4
shares
|
$123
0.0% of portfolio
|
Q3 2022
New holding
|