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 |
---|---|---|---|---|---|
Gould Asset Management LLC
Claremont, CA |
May 03, 2024 Q1 2024 |
141,405
shares
|
$4.33 Million
1.01% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
131,305
shares
|
$4.02 Million
0.07% of portfolio
|
Q1 2024
Added 4.66%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
130,957
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
130,936
shares
|
$4.01 Million
0.0% of portfolio
|
N/A
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
130,246
shares
|
$3.99 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.61%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
125,606
shares
|
$3.85 Million
0.18% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
117,605
shares
|
$3.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 26.16%
|
|
Rise Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
117,552
shares
|
$3.6 Million
1.86% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
May 08, 2024 Q1 2024 |
116,708
shares
|
$3.57 Million
3.65% of portfolio
|
Q1 2024
New holding
|
|
Segment Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
114,448
shares
|
$3.51 Million
0.26% of portfolio
|
Q1 2024
Added 5.12%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
113,058
shares
|
$3.46 Million
0.76% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
111,900
shares
|
$3.43 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
110,456
shares
|
$3.38 Million
0.07% of portfolio
|
Q1 2024
Added 8.57%
|
|
Stewardship Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
110,385
shares
|
$3.38 Million
1.13% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
99,606
shares
|
$3.05 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
Cedrus LLC
Littleton, CO |
Apr 15, 2024 Q1 2024 |
92,253
shares
|
$2.83 Million
1.48% of portfolio
|
Q1 2024
Added 10.29%
|
|
ETF Store, Inc.
|
Apr 29, 2024 Q1 2024 |
91,438
shares
|
$2.8 Million
1.56% of portfolio
|
Q1 2024
Added 7.84%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
89,074
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2024
Reduced 35.54%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
82,707
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
North Crest Asset Manangement, LLC
|
Apr 15, 2024 Q1 2024 |
81,562
shares
|
$2.5 Million
0.08% of portfolio
|
Q1 2024
Added 5.68%
|
|
Wealth Management Resources, Inc.
|
Apr 19, 2024 Q1 2024 |
80,521
shares
|
$2.47 Million
0.67% of portfolio
|
Q1 2024
Added 17.22%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
76,157
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2022
Added 7.46%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
76,065
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 24, 2024 Q1 2024 |
75,619
shares
|
$2.32 Million
0.42% of portfolio
|
Q1 2024
Added 29.99%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
68,718
shares
|
$2.1 Million
0.49% of portfolio
|
Q4 2023
Added 8.1%
|