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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,603
shares
|
$266,348
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,591
shares
|
$265,977
0.0% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,090
shares
|
$250,466
0.0% of portfolio
|
Q4 2024
Reduced 99.34%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
7,967
shares
|
$246,658
0.06% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
7,818
shares
|
$242,045
0.14% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
7,620
shares
|
$235,915
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
7,129
shares
|
$220,713
0.04% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,128
shares
|
$220,682
0.0% of portfolio
|
Q1 2022
Reduced 1.47%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
7,069
shares
|
$218,856
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,866
shares
|
$212,571
0.0% of portfolio
|
Q4 2024
Reduced 32.3%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
6,758
shares
|
$209,227
0.05% of portfolio
|
Q2 2022
Reduced 96.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
6,700
shares
|
$207,432
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,369
shares
|
$166,224
0.23% of portfolio
|
Q3 2022
Reduced 72.42%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
5,062
shares
|
$156,719
0.01% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,939
shares
|
$152,911
0.03% of portfolio
|
Q4 2024
Added 24.28%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4,767
shares
|
$147,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,565
shares
|
$141,332
0.01% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
4,290
shares
|
$132,818
0.06% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,697
shares
|
$114,459
0.0% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,301
shares
|
$102,198
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,127
shares
|
$96,811
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
2,700
shares
|
$83,592
0.03% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,615
shares
|
$80,960
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,500
shares
|
$77,400
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,459
shares
|
$76,130
0.01% of portfolio
|
Q4 2024
Added 103.39%
|