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 248 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
176
shares
|
$5,896
0.0% of portfolio
|
Q4 2023
Reduced 26.97%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
176
shares
|
$5,896
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
175
shares
|
$5,862
0.0% of portfolio
|
Q2 2024
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
172
shares
|
$5,762
0.0% of portfolio
|
Q4 2023
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
165
shares
|
$5,527
0.0% of portfolio
|
Q2 2024
Added 4.43%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
165
shares
|
$5,527
0.0% of portfolio
|
Q2 2024
Reduced 38.2%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
158
shares
|
$5,293
0.0% of portfolio
|
Q2 2024
Reduced 87.57%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
150
shares
|
$5,025
0.0% of portfolio
|
Q2 2024
Reduced 74.36%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
127
shares
|
$4,254
0.0% of portfolio
|
Q2 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
123
shares
|
$4,120
0.0% of portfolio
|
Q2 2024
Reduced 48.54%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
75
shares
|
$2,512
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
65
shares
|
$2,177
0.0% of portfolio
|
Q2 2024
Reduced 65.97%
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
61
shares
|
$2,043
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
55
shares
|
$1,842
0.0% of portfolio
|
Q1 2023
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
46
shares
|
$1,541
0.0% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
44
shares
|
$1,474
0.0% of portfolio
|
Q2 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
20
shares
|
$670
0.0% of portfolio
|
Q4 2022
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
14
shares
|
$469
0.0% of portfolio
|
Q4 2023
Reduced 98.96%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
11
shares
|
$368
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
4
shares
|
$134
0.0% of portfolio
|
Q3 2022
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
1
shares
|
$33
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
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
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|