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 250 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
13,143
shares
|
$397,312
0.04% of portfolio
|
Q4 2024
Added 34.08%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
13,085
shares
|
$395,559
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
12,782
shares
|
$386,399
0.04% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,567
shares
|
$379,900
0.02% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
12,488
shares
|
$377,512
0.02% of portfolio
|
Q4 2024
Reduced 50.38%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
12,422
shares
|
$375,517
0.24% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
12,217
shares
|
$369,319
0.17% of portfolio
|
Q1 2025
Reduced 35.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,587
shares
|
$350,275
0.02% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,165
shares
|
$337,517
0.0% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
10,745
shares
|
$324,821
0.11% of portfolio
|
Q2 2023
Reduced 58.28%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,392
shares
|
$314,150
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,392
shares
|
$314,150
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
10,256
shares
|
$310,038
0.0% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
9,796
shares
|
$296,133
0.06% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,715
shares
|
$293,684
0.0% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,544
shares
|
$288,515
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
9,442
shares
|
$285,431
0.0% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,439
shares
|
$285,340
0.04% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,390
shares
|
$283,859
0.0% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,666
shares
|
$261,973
0.01% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,603
shares
|
$260,068
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,591
shares
|
$259,705
0.0% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,505
shares
|
$257,106
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
8,274
shares
|
$250,123
0.06% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,194
shares
|
$247,704
0.02% of portfolio
|
Q1 2025
Reduced 9.32%
|