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 |
---|---|---|---|---|---|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
356,178
shares
|
$10.9 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
311,817
shares
|
$9.55 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 15, 2024 Q1 2024 |
293,691
shares
|
$9 Million
1.48% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
Sweet Financial Partners, LLC
|
Apr 23, 2024 Q1 2024 |
291,253
shares
|
$8.92 Million
2.04% of portfolio
|
Q1 2024
Added 10.52%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
289,384
shares
|
$8.86 Million
1.29% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 01, 2024 Q2 2024 |
285,639
shares
|
$8.75 Million
6.63% of portfolio
|
Q2 2024
Added 6.04%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 15, 2024 Q1 2024 |
279,847
shares
|
$8.57 Million
0.36% of portfolio
|
Q1 2024
Added 5.95%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2024 Q1 2024 |
279,787
shares
|
$8.57 Million
1.18% of portfolio
|
Q1 2024
Added 0.64%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
260,520
shares
|
$7.98 Million
0.86% of portfolio
|
Q1 2024
Added 7.72%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
236,870
shares
|
$7.26 Million
0.1% of portfolio
|
Q1 2024
Added 3.13%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
222,392
shares
|
$6.81 Million
0.07% of portfolio
|
Q1 2024
Reduced 8.61%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
218,468
shares
|
$6.69 Million
0.01% of portfolio
|
Q1 2024
Added 6.18%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 09, 2024 Q1 2024 |
212,446
shares
|
$6.51 Million
3.37% of portfolio
|
Q1 2024
Added 80.28%
|
|
Sloy Dahl & Holst, LLC
|
Apr 18, 2024 Q1 2024 |
203,136
shares
|
$6.22 Million
1.41% of portfolio
|
Q1 2024
Added 8.02%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
202,744
shares
|
$6.21 Million
0.01% of portfolio
|
Q1 2024
Added 749.55%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
197,800
shares
|
$6.06 Million
0.31% of portfolio
|
Q1 2024
Added 6.55%
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 13, 2024 Q1 2024 |
190,831
shares
|
$5.85 Million
1.64% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
167,328
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2024
Added 9.96%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Apr 16, 2024 Q1 2024 |
165,373
shares
|
$5.07 Million
2.44% of portfolio
|
Q1 2024
Added 88.07%
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
162,756
shares
|
$4.99 Million
0.82% of portfolio
|
Q1 2024
Added 22.42%
|
|
Refined Wealth Management
|
Apr 18, 2024 Q1 2024 |
161,547
shares
|
$4.95 Million
3.58% of portfolio
|
Q1 2024
Added 1.35%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
151,863
shares
|
$4.65 Million
0.06% of portfolio
|
Q1 2024
Added 7.52%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
151,337
shares
|
$4.64 Million
0.1% of portfolio
|
Q1 2024
Reduced 37.3%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
149,516
shares
|
$4.58 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
144,805
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 23.44%
|