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 |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
19,162
shares
|
$675,460
0.26% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
18,497
shares
|
$652,019
0.09% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
17,375
shares
|
$612,468
0.1% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,243
shares
|
$607,815
0.1% of portfolio
|
Q2 2023
Added 48.75%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
17,015
shares
|
$599,778
0.18% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
16,397
shares
|
$577,994
0.12% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
16,349
shares
|
$576,302
0.27% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
16,019
shares
|
$564,669
0.45% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,878
shares
|
$559,699
0.02% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
15,678
shares
|
$552,649
0.01% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
15,677
shares
|
$552,614
0.04% of portfolio
|
Q2 2025
Reduced 26.08%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
15,354
shares
|
$541,228
0.1% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
15,264
shares
|
$538,056
0.07% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
14,854
shares
|
$523,603
0.0% of portfolio
|
Q2 2025
Added 59.94%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
14,831
shares
|
$522,792
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
14,632
shares
|
$515,778
0.06% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,269
shares
|
$502,982
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
13,977
shares
|
$492,689
0.01% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,742
shares
|
$484,405
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
13,740
shares
|
$484,335
0.05% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,630
shares
|
$480,457
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
13,624
shares
|
$480,246
0.22% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
13,376
shares
|
$471,504
0.39% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
12,813
shares
|
$451,658
0.22% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,758
shares
|
$449,719
0.04% of portfolio
|
Q2 2025
Reduced 96.26%
|