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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,615
shares
|
$92,178
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
2,551
shares
|
$89,922
0.04% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,500
shares
|
$88,125
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
2,351
shares
|
$82,872
0.0% of portfolio
|
Q2 2023
Reduced 8.91%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,272
shares
|
$80,088
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,850
shares
|
$65,212
0.0% of portfolio
|
Q2 2025
Added 45.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,541
shares
|
$54,320
0.0% of portfolio
|
Q3 2020
Reduced 55.16%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,405
shares
|
$49,526
0.0% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,341
shares
|
$47,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,219
shares
|
$42,969
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,083
shares
|
$38,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,076
shares
|
$37,929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
949
shares
|
$33,452
0.0% of portfolio
|
Q2 2025
Reduced 34.6%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
736
shares
|
$25,944
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
700
shares
|
$24,675
0.01% of portfolio
|
Q1 2025
Reduced 74.07%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
684
shares
|
$24,111
0.0% of portfolio
|
Q2 2025
Reduced 88.38%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
591
shares
|
$20,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
589
shares
|
$20,762
0.01% of portfolio
|
Q2 2025
Reduced 49.27%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
499
shares
|
$17,589
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
488
shares
|
$17,202
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
474
shares
|
$16,708
0.02% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
474
shares
|
$16,708
0.0% of portfolio
|
Q4 2024
Reduced 52.98%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
440
shares
|
$15,510
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
428
shares
|
$15,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
396
shares
|
$13,959
0.0% of portfolio
|
Q2 2025
Added 204.62%
|