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 255 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,728,325
shares
|
$145 Million
1.58% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,744,055
shares
|
$106 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,989,454
shares
|
$77.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,661,130
shares
|
$64.5 Million
0.83% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,561,515
shares
|
$60.6 Million
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
1,408,892
shares
|
$54.7 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
1,360,000
shares
|
$52.8 Million
0.39% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,297,118
shares
|
$50.3 Million
0.01% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,285,465
shares
|
$49.9 Million
0.01% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
1,181,142
shares
|
$45.8 Million
0.65% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
957,475
shares
|
$37.2 Million
7.18% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
832,178
shares
|
$32.3 Million
0.05% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
726,638
shares
|
$28.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
713,416
shares
|
$27.7 Million
1.9% of portfolio
|
Q2 2022
Reduced 36.93%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
687,972
shares
|
$26.7 Million
1.22% of portfolio
|
Q3 2022
Added 2.51%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
593,400
shares
|
$23 Million
4.56% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
579,265
shares
|
$22.5 Million
6.79% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
507,496
shares
|
$19.7 Million
0.77% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
463,862
shares
|
$18 Million
11.27% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
394,242
shares
|
$15.3 Million
1.52% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
350,269
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2025
Added 22.4%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
320,159
shares
|
$12.4 Million
3.93% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
309,270
shares
|
$12 Million
1.24% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
303,997
shares
|
$11.8 Million
2.25% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
301,603
shares
|
$11.7 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.91%
|
|