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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
307,568
shares
|
$9.52 Million
0.42% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
303,997
shares
|
$9.41 Million
2.25% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
303,028
shares
|
$9.38 Million
0.04% of portfolio
|
Q4 2024
Added 16904.94%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
302,802
shares
|
$9.37 Million
6.47% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
299,859
shares
|
$9.28 Million
3.37% of portfolio
|
Q4 2024
Added 222.19%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
297,930
shares
|
$9.22 Million
4.83% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
281,725
shares
|
$8.72 Million
1.08% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
275,692
shares
|
$8.54 Million
3.52% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
255,051
shares
|
$7.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
237,389
shares
|
$7.35 Million
1.53% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
234,130
shares
|
$7.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
222,521
shares
|
$6.89 Million
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
218,351
shares
|
$6.76 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
205,038
shares
|
$6.35 Million
2.32% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
203,459
shares
|
$6.3 Million
0.9% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
201,792
shares
|
$6.25 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
189,506
shares
|
$5.87 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
182,485
shares
|
$5.65 Million
0.01% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
175,969
shares
|
$5.45 Million
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
171,758
shares
|
$5.32 Million
2.45% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
166,390
shares
|
$5.15 Million
3.85% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
164,449
shares
|
$5.09 Million
0.07% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
146,809
shares
|
$4.55 Million
0.06% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
138,599
shares
|
$4.29 Million
0.15% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
134,904
shares
|
$4.18 Million
0.78% of portfolio
|
Q4 2024
New holding
|