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 250 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 30, 2024 Q1 2024 |
4,821,546
shares
|
$148 Million
2.75% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,780,170
shares
|
$116 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
3,026,723
shares
|
$92.7 Million
2.32% of portfolio
|
Q1 2024
Added 364.04%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
2,119,782
shares
|
$64.9 Million
0.09% of portfolio
|
Q1 2024
Added 854.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,017,601
shares
|
$61.8 Million
0.01% of portfolio
|
Q1 2024
Added 7.16%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 09, 2024 Q1 2024 |
1,809,401
shares
|
$55.4 Million
0.6% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
1,573,132
shares
|
$48.2 Million
0.81% of portfolio
|
Q1 2024
Reduced 33.85%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,537,158
shares
|
$47.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,413,273
shares
|
$43.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 11.07%
|
|
|
Meitav Dash Investments LTD
|
May 01, 2024 Q1 2024 |
1,363,776
shares
|
$41.8 Million
0.82% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Esl Trust Services, LLC
|
May 10, 2024 Q1 2024 |
908,439
shares
|
$27.8 Million
7.01% of portfolio
|
Q1 2024
Added 17.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
864,703
shares
|
$26.5 Million
0.01% of portfolio
|
Q1 2024
Added 249.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
848,774
shares
|
$26 Million
0.06% of portfolio
|
Q1 2024
Reduced 17.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
792,525
shares
|
$24.3 Million
0.38% of portfolio
|
Q1 2024
Reduced 47.97%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
734,668
shares
|
$22.5 Million
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
718,441
shares
|
$22 Million
0.0% of portfolio
|
Q1 2024
Added 1321.02%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 01, 2024 Q1 2024 |
713,416
shares
|
$21.9 Million
1.88% of portfolio
|
Q2 2022
Reduced 36.93%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
687,972
shares
|
$21.1 Million
1.22% of portfolio
|
Q3 2022
Added 2.51%
|
|
|
Legacy Financial Group LLC
|
Apr 10, 2024 Q1 2024 |
641,304
shares
|
$19.6 Million
3.82% of portfolio
|
Q1 2024
Added 1853.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
546,548
shares
|
$16.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2024 Q1 2024 |
476,843
shares
|
$14.6 Million
3.41% of portfolio
|
Q1 2024
Added 7.27%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
464,945
shares
|
$14.2 Million
6.89% of portfolio
|
Q1 2024
Added 6.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
420,457
shares
|
$12.9 Million
0.0% of portfolio
|
N/A
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
380,932
shares
|
$11.7 Million
1.14% of portfolio
|
Q1 2024
Added 9.1%
|
|
|
Howard Financial Services, Ltd.
|
Apr 16, 2024 Q1 2024 |
368,736
shares
|
$11.3 Million
1.88% of portfolio
|
Q1 2024
Added 2.41%
|
|