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 248 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
32,040
shares
|
$994,521
0.03% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
30,314
shares
|
$940,946
0.01% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
29,545
shares
|
$917,076
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,905
shares
|
$897,211
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
28,024
shares
|
$869,864
0.13% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
26,816
shares
|
$832,368
0.12% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
26,681
shares
|
$828,178
0.63% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
26,116
shares
|
$810,640
0.14% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,049
shares
|
$808,560
0.0% of portfolio
|
Q3 2024
Added 67.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,974
shares
|
$806,232
0.0% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
25,637
shares
|
$795,772
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
25,246
shares
|
$783,635
0.27% of portfolio
|
Q3 2024
Reduced 96.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
25,167
shares
|
$781,183
0.04% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
24,814
shares
|
$770,226
0.52% of portfolio
|
Q3 2024
Added 63.88%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
23,124
shares
|
$717,768
0.31% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
22,183
shares
|
$688,560
0.68% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
21,310
shares
|
$661,462
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
21,257
shares
|
$659,817
0.32% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
20,835
shares
|
$646,718
0.37% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
20,762
shares
|
$644,452
0.12% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
20,608
shares
|
$639,672
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,592
shares
|
$639,175
0.05% of portfolio
|
Q3 2022
Reduced 31.35%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
20,120
shares
|
$624,524
0.07% of portfolio
|
Q3 2024
Added 51.54%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
19,492
shares
|
$605,031
0.13% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
19,162
shares
|
$594,788
0.16% of portfolio
|
Q3 2024
Reduced 15.37%
|