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 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
218
shares
|
$7,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
184
shares
|
$6,360
0.0% of portfolio
|
Q3 2022
Added 51615.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
178
shares
|
$6,153
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
169
shares
|
$5,842
0.0% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
161
shares
|
$5,565
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
150
shares
|
$5,185
0.0% of portfolio
|
Q2 2024
Reduced 74.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
130
shares
|
$4,494
0.0% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
127
shares
|
$4,390
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
122
shares
|
$4,217
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
99
shares
|
$3,422
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
88
shares
|
$3,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
74
shares
|
$2,558
0.0% of portfolio
|
Q1 2025
Reduced 97.95%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
65
shares
|
$2,247
0.0% of portfolio
|
Q2 2024
Reduced 65.97%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
61
shares
|
$2,108
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
58
shares
|
$2,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
56
shares
|
$1,935
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
46
shares
|
$1,590
0.0% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20
shares
|
$691
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
14
shares
|
$483
0.0% of portfolio
|
Q4 2023
Reduced 98.96%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
12
shares
|
$414
0.0% of portfolio
|
Q1 2025
Reduced 90.32%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4
shares
|
$138
0.0% of portfolio
|
Q1 2025
Reduced 99.6%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4
shares
|
$138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
3
shares
|
$103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|