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 35.4 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 |
|---|---|---|---|---|---|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
109,571
shares
|
$4.25 Million
3.61% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
107,691
shares
|
$4.18 Million
2.71% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
106,393
shares
|
$4.13 Million
1.3% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
100,456
shares
|
$3.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
100,338
shares
|
$3.89 Million
0.92% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
100,327
shares
|
$3.89 Million
0.04% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
89,463
shares
|
$3.47 Million
0.44% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
88,500
shares
|
$3.43 Million
1.27% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
81,477
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
79,824
shares
|
$3.1 Million
0.19% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,484
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
78,428
shares
|
$3.04 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
76,157
shares
|
$2.96 Million
0.08% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
74,216
shares
|
$2.88 Million
0.92% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
73,084
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
68,192
shares
|
$2.65 Million
1.21% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
62,277
shares
|
$2.42 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
61,228
shares
|
$2.38 Million
0.66% of portfolio
|
Q4 2022
Reduced 96.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
58,913
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.73%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
58,867
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,646
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
56,316
shares
|
$2.19 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
55,176
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
53,759
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
53,693
shares
|
$2.08 Million
0.17% of portfolio
|
Q2 2023
Reduced 9.3%
|
|