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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
53,693
shares
|
$1.89 Million
0.17% of portfolio
|
Q2 2023
Reduced 9.3%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,354
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2022
Added 19.33%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
51,651
shares
|
$1.82 Million
0.94% of portfolio
|
Q1 2023
Added 52.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
49,464
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
47,933
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
47,901
shares
|
$1.69 Million
0.38% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
47,864
shares
|
$1.69 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
47,729
shares
|
$1.68 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Aug 11, 2025 Q2 2025 |
47,241
shares
|
$1.67 Million
0.25% of portfolio
|
Q1 2023
Reduced 22.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
46,265
shares
|
$1.63 Million
0.25% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
45,901
shares
|
$1.62 Million
0.27% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
44,086
shares
|
$1.55 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,595
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2023
Added 141.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
40,609
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
39,713
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
39,435
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.52%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,901
shares
|
$1.37 Million
0.8% of portfolio
|
Q1 2024
Reduced 29.56%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
38,699
shares
|
$1.36 Million
0.25% of portfolio
|
Q2 2025
Reduced 62.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
37,528
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
37,311
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
37,068
shares
|
$1.31 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
35,668
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
35,372
shares
|
$1.25 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
33,556
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
33,366
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.17%
|