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 254 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
21,293
shares
|
$659,231
0.3% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
20,730
shares
|
$641,800
0.33% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,592
shares
|
$637,528
0.05% of portfolio
|
Q3 2022
Reduced 31.35%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
19,162
shares
|
$593,255
0.2% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
18,841
shares
|
$583,317
0.24% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,543
shares
|
$574,091
0.11% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,243
shares
|
$533,843
0.1% of portfolio
|
Q2 2023
Added 48.75%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
16,905
shares
|
$523,378
0.07% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
16,722
shares
|
$517,713
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,714
shares
|
$517,465
0.0% of portfolio
|
Q4 2024
Reduced 35.84%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
16,607
shares
|
$514,152
0.11% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
16,345
shares
|
$506,041
0.05% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
16,207
shares
|
$501,768
0.02% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
16,005
shares
|
$495,514
0.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
15,743
shares
|
$487,403
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
15,654
shares
|
$484,647
0.04% of portfolio
|
Q4 2023
Reduced 8.88%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,393
shares
|
$476,567
0.11% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
14,891
shares
|
$461,025
0.27% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
14,833
shares
|
$459,229
0.0% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,558
shares
|
$450,715
0.02% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
14,552
shares
|
$450,529
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
14,323
shares
|
$443,440
0.04% of portfolio
|
Q4 2024
Added 21.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,269
shares
|
$441,768
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
14,242
shares
|
$440,932
0.09% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
13,944
shares
|
$431,706
0.11% of portfolio
|
Q4 2024
Reduced 12.19%
|