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 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
33,333
shares
|
$1.28 Million
0.42% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
33,216
shares
|
$1.28 Million
0.23% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
32,520
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
31,781
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,673
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
29,478
shares
|
$1.13 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
28,996
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,561
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.73%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
28,172
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,697
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.89%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
27,215
shares
|
$1.05 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
26,103
shares
|
$1 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
25,672
shares
|
$986,574
0.38% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
25,489
shares
|
$979,542
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
25,183
shares
|
$967,782
0.63% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,971
shares
|
$959,635
0.02% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,347
shares
|
$935,655
0.02% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
23,335
shares
|
$896,764
0.08% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
23,263
shares
|
$893,997
0.24% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,749
shares
|
$835,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
21,281
shares
|
$817,828
0.15% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
21,141
shares
|
$812,448
0.0% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
20,711
shares
|
$795,923
0.86% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,592
shares
|
$791,350
0.05% of portfolio
|
Q3 2022
Reduced 31.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
20,057
shares
|
$770,790
0.0% of portfolio
|
Q2 2025
Reduced 4.34%
|