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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
146,307
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
140,013
shares
|
$4.37 Million
0.07% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
137,815
shares
|
$4.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
136,869
shares
|
$4.27 Million
0.87% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
131,559
shares
|
$4.1 Million
2.1% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
130,957
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
129,594
shares
|
$4.04 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
128,904
shares
|
$4.02 Million
0.03% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
126,498
shares
|
$3.95 Million
0.08% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
123,952
shares
|
$3.87 Million
0.85% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
115,206
shares
|
$3.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
106,393
shares
|
$3.32 Million
1.3% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
93,068
shares
|
$2.9 Million
1.23% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
88,588
shares
|
$2.76 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
84,687
shares
|
$2.64 Million
0.09% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
81,856
shares
|
$2.55 Million
0.43% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
81,445
shares
|
$2.54 Million
0.72% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,484
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
76,157
shares
|
$2.38 Million
0.08% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
70,647
shares
|
$2.2 Million
0.29% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
70,399
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
62,128
shares
|
$1.94 Million
1.23% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
61,228
shares
|
$1.91 Million
0.66% of portfolio
|
Q4 2022
Reduced 96.25%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
57,661
shares
|
$1.8 Million
0.17% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,646
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|