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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
120,509
shares
|
$4.25 Million
0.03% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
119,729
shares
|
$4.22 Million
2.83% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
117,363
shares
|
$4.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
106,393
shares
|
$3.75 Million
1.3% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
102,180
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
100,449
shares
|
$3.54 Million
3.25% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
100,150
shares
|
$3.53 Million
0.89% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
91,809
shares
|
$3.24 Million
1.37% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
87,733
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.4%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
86,827
shares
|
$3.06 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
84,220
shares
|
$2.97 Million
0.08% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,484
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
77,764
shares
|
$2.74 Million
0.24% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
76,157
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
74,634
shares
|
$2.63 Million
0.2% of portfolio
|
Q2 2025
Added 604.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
73,084
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
68,465
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
64,947
shares
|
$2.29 Million
1.1% of portfolio
|
Q2 2025
Added 479.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
61,603
shares
|
$2.17 Million
0.04% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
61,228
shares
|
$2.16 Million
0.66% of portfolio
|
Q4 2022
Reduced 96.25%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
60,997
shares
|
$2.15 Million
0.16% of portfolio
|
Q2 2025
Added 631.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
59,990
shares
|
$2.11 Million
0.07% of portfolio
|
Q2 2025
Added 39.76%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
57,736
shares
|
$2.04 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
56,683
shares
|
$2 Million
0.72% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,646
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|