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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,757
shares
|
$449,684
0.04% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
11,529
shares
|
$406,397
0.13% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
11,373
shares
|
$400,898
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
11,221
shares
|
$395,540
0.09% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
10,745
shares
|
$378,761
0.12% of portfolio
|
Q2 2023
Reduced 58.28%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
10,680
shares
|
$376,470
0.0% of portfolio
|
Q2 2025
Added 62.98%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
10,593
shares
|
$373,403
0.08% of portfolio
|
Q2 2025
Reduced 32.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,465
shares
|
$368,891
0.0% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
9,773
shares
|
$344,498
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,544
shares
|
$336,426
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
9,390
shares
|
$330,997
0.0% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
9,282
shares
|
$327,190
0.01% of portfolio
|
Q2 2025
Reduced 31.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
8,920
shares
|
$314,430
0.0% of portfolio
|
Q2 2025
Added 27.89%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,851
shares
|
$311,997
0.0% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
8,757
shares
|
$308,684
0.0% of portfolio
|
Q2 2025
Reduced 50.49%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,603
shares
|
$303,255
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,534
shares
|
$300,823
0.0% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
8,517
shares
|
$300,224
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
8,331
shares
|
$293,667
0.04% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,075
shares
|
$284,643
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
7,942
shares
|
$279,955
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,505
shares
|
$264,551
0.0% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,346
shares
|
$258,946
0.05% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,215
shares
|
$254,328
0.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,183
shares
|
$253,200
0.01% of portfolio
|
Q2 2025
Reduced 4.97%
|