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 253 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
134,904
shares
|
$4.01 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
132,519
shares
|
$3.94 Million
0.08% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
130,957
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
129,068
shares
|
$3.84 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
129,046
shares
|
$3.84 Million
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
128,022
shares
|
$3.81 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
123,038
shares
|
$3.66 Million
0.77% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
122,855
shares
|
$3.65 Million
1.82% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
116,240
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 70.09%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
115,350
shares
|
$3.43 Million
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
106,393
shares
|
$3.17 Million
1.3% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
103,227
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.44%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
99,805
shares
|
$2.97 Million
1.55% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
96,646
shares
|
$2.88 Million
0.83% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
87,111
shares
|
$2.59 Million
0.42% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
83,465
shares
|
$2.48 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,484
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
78,517
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 96.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
76,157
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
75,702
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 89.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
72,690
shares
|
$2.16 Million
0.23% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
70,657
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
68,465
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
61,594
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
61,228
shares
|
$1.82 Million
0.66% of portfolio
|
Q4 2022
Reduced 96.25%
|