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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,359
shares
|
$73,034
0.0% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
2,351
shares
|
$72,786
0.0% of portfolio
|
Q2 2023
Reduced 8.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,100
shares
|
$65,016
0.0% of portfolio
|
Q3 2024
Reduced 41.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,541
shares
|
$47,709
0.0% of portfolio
|
Q3 2020
Reduced 55.16%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,405
shares
|
$43,498
0.0% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,242
shares
|
$38,452
0.0% of portfolio
|
Q4 2024
Reduced 35.81%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,213
shares
|
$37,554
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,175
shares
|
$36,378
0.0% of portfolio
|
Q4 2024
Reduced 82.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,171
shares
|
$36,254
0.0% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,160
shares
|
$35,913
0.01% of portfolio
|
Q4 2024
Reduced 37.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,004
shares
|
$31,083
0.01% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
800
shares
|
$24,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
736
shares
|
$22,786
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
499
shares
|
$15,449
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
492
shares
|
$15,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
485
shares
|
$15,015
0.0% of portfolio
|
Q1 2023
Reduced 34.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
484
shares
|
$14,984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
474
shares
|
$14,675
0.0% of portfolio
|
Q4 2024
Reduced 52.98%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
465
shares
|
$14,396
0.0% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
440
shares
|
$13,622
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
314
shares
|
$9,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
267
shares
|
$8,266
0.0% of portfolio
|
Q1 2024
Reduced 61.14%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
260
shares
|
$8,049
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
254
shares
|
$7,863
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
240
shares
|
$7,430
0.0% of portfolio
|
Q4 2024
Reduced 50.1%
|