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 34.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,011,805
shares
|
$99.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,404,443
shares
|
$79.8 Million
0.93% of portfolio
|
Q1 2025
Added 76.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,071,155
shares
|
$68.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,671,636
shares
|
$55.4 Million
0.79% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,474,789
shares
|
$48.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,448,015
shares
|
$48 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
1,408,892
shares
|
$46.7 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
1,360,000
shares
|
$45.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
1,181,001
shares
|
$39.2 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
977,457
shares
|
$32.4 Million
6.83% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
815,690
shares
|
$27.1 Million
0.0% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
713,416
shares
|
$23.7 Million
1.88% of portfolio
|
Q2 2022
Reduced 36.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
712,659
shares
|
$23.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
687,972
shares
|
$22.8 Million
1.22% of portfolio
|
Q3 2022
Added 2.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
582,284
shares
|
$19.3 Million
0.2% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
568,521
shares
|
$18.9 Million
4.3% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
544,307
shares
|
$18.1 Million
6.81% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
396,610
shares
|
$13.2 Million
1.25% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
357,303
shares
|
$11.9 Million
1.46% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
342,831
shares
|
$11.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 60.61%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
340,918
shares
|
$11.3 Million
1.08% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
318,932
shares
|
$10.6 Million
0.44% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
318,466
shares
|
$10.6 Million
1.36% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
309,368
shares
|
$10.3 Million
7.1% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
303,997
shares
|
$10.1 Million
2.25% of portfolio
|
Q3 2024
Added 2.0%
|