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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
292,746
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
286,169
shares
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
274,710
shares
|
$9.68 Million
5.03% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
270,843
shares
|
$9.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
237,664
shares
|
$8.38 Million
1.28% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
229,700
shares
|
$8.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
223,511
shares
|
$7.88 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
221,876
shares
|
$7.82 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
218,351
shares
|
$7.7 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
211,715
shares
|
$7.46 Million
2.9% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
200,056
shares
|
$7.05 Million
0.23% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
194,450
shares
|
$6.85 Million
0.34% of portfolio
|
Q2 2025
Added 36.32%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
187,980
shares
|
$6.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
186,738
shares
|
$6.58 Million
1.5% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
182,980
shares
|
$6.45 Million
0.08% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
180,798
shares
|
$6.37 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
179,509
shares
|
$6.33 Million
2.59% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
178,346
shares
|
$6.29 Million
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
167,071
shares
|
$5.89 Million
0.08% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
143,252
shares
|
$5.05 Million
4.42% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
137,106
shares
|
$4.83 Million
0.0% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
133,991
shares
|
$4.72 Million
0.09% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
130,957
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
127,291
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
123,880
shares
|
$4.37 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.21%
|