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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
276,048
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
268,340
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
260,598
shares
|
$10.1 Million
5.09% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
255,701
shares
|
$9.92 Million
1.82% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
239,415
shares
|
$9.29 Million
1.09% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
226,374
shares
|
$8.79 Million
1.04% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
218,612
shares
|
$8.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
218,351
shares
|
$8.47 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
208,099
shares
|
$8.08 Million
0.19% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
201,792
shares
|
$7.83 Million
2.79% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
195,061
shares
|
$7.57 Million
0.85% of portfolio
|
Q3 2025
Reduced 53.59%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
190,107
shares
|
$7.38 Million
0.01% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
180,893
shares
|
$7.02 Million
1.48% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
177,794
shares
|
$6.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
174,769
shares
|
$6.78 Million
2.69% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
174,491
shares
|
$6.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
157,584
shares
|
$6.12 Million
2.25% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
154,263
shares
|
$5.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
149,781
shares
|
$5.81 Million
0.14% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
139,462
shares
|
$5.41 Million
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
136,181
shares
|
$5.29 Million
4.37% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
130,957
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
118,468
shares
|
$4.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
118,150
shares
|
$4.59 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
117,829
shares
|
$4.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.22%
|
|