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 43.4 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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
381,533
shares
|
$11.9 Million
1.84% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
379,653
shares
|
$11.8 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
324,411
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
307,416
shares
|
$9.59 Million
1.64% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
307,404
shares
|
$9.59 Million
0.43% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
303,997
shares
|
$9.48 Million
2.25% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
294,218
shares
|
$9.18 Million
5.06% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
292,829
shares
|
$9.14 Million
6.74% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
286,641
shares
|
$8.94 Million
0.97% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
279,356
shares
|
$8.72 Million
1.11% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
258,915
shares
|
$8.08 Million
3.7% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
255,547
shares
|
$7.97 Million
0.02% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
218,351
shares
|
$6.81 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
214,549
shares
|
$6.69 Million
1.53% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
213,714
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2024
Added 94.3%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
202,397
shares
|
$6.31 Million
1.21% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
199,335
shares
|
$6.22 Million
2.49% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
193,435
shares
|
$6.04 Million
0.97% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
192,878
shares
|
$6.02 Million
1.61% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
174,421
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
171,086
shares
|
$5.34 Million
2.62% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
169,667
shares
|
$5.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Refined Wealth Management
|
Oct 18, 2024 Q3 2024 |
167,305
shares
|
$5.22 Million
4.27% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
166,737
shares
|
$5.2 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
160,557
shares
|
$5.01 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.05%
|