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 |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
60,831
shares
|
$1.81 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
58,805
shares
|
$1.75 Million
0.16% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,646
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
53,693
shares
|
$1.6 Million
0.17% of portfolio
|
Q2 2023
Reduced 9.3%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,354
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2022
Added 19.33%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
51,651
shares
|
$1.54 Million
0.94% of portfolio
|
Q1 2023
Added 52.66%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
51,501
shares
|
$1.53 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
51,000
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
50,279
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
49,203
shares
|
$1.46 Million
0.13% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
49,160
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Added 40.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
48,070
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
47,565
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
47,241
shares
|
$1.41 Million
0.24% of portfolio
|
Q1 2023
Reduced 22.86%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
46,850
shares
|
$1.39 Million
0.6% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
45,891
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
44,086
shares
|
$1.31 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,595
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2023
Added 141.47%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
42,442
shares
|
$1.26 Million
0.22% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
41,605
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
40,286
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,901
shares
|
$1.16 Million
0.8% of portfolio
|
Q1 2024
Reduced 29.56%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
38,079
shares
|
$1.13 Million
0.45% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
36,733
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
36,496
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.64%
|