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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
303,273
shares
|
$10.5 Million
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
301,013
shares
|
$10.4 Million
3.37% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
296,096
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
283,986
shares
|
$9.82 Million
1.11% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
282,926
shares
|
$9.78 Million
4.81% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
253,590
shares
|
$8.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
234,707
shares
|
$8.11 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
227,781
shares
|
$7.87 Million
2.95% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
225,083
shares
|
$7.78 Million
1.02% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
224,247
shares
|
$7.75 Million
1.34% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
219,233
shares
|
$7.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
218,351
shares
|
$7.55 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
197,347
shares
|
$6.82 Million
0.25% of portfolio
|
Q1 2025
Added 1480.29%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
192,882
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
183,780
shares
|
$6.35 Million
2.29% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
180,717
shares
|
$6.25 Million
1.38% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
177,344
shares
|
$6.13 Million
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
174,443
shares
|
$6.03 Million
2.52% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
169,026
shares
|
$5.84 Million
0.07% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
166,785
shares
|
$5.77 Million
0.02% of portfolio
|
Q1 2025
Added 120.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
155,316
shares
|
$5.37 Million
0.08% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
143,056
shares
|
$4.95 Million
0.0% of portfolio
|
Q1 2025
Added 38.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
142,647
shares
|
$4.93 Million
0.3% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
137,106
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
136,447
shares
|
$4.72 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.55%
|