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 |
|---|---|---|---|---|---|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
134,948
shares
|
$4.67 Million
4.23% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
133,991
shares
|
$4.63 Million
0.09% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
130,957
shares
|
$4.53 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
118,132
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
117,783
shares
|
$4.07 Million
0.03% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
106,393
shares
|
$3.68 Million
1.3% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
105,231
shares
|
$3.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
103,771
shares
|
$3.59 Million
0.65% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
102,278
shares
|
$3.54 Million
2.35% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
102,159
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Added 1162.78%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
96,646
shares
|
$3.34 Million
0.83% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
91,809
shares
|
$3.17 Million
1.37% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
87,111
shares
|
$3.01 Million
0.42% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
85,859
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.42%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
84,220
shares
|
$2.91 Million
0.08% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,484
shares
|
$2.75 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
|
$2.63 Million
0.08% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
76,078
shares
|
$2.63 Million
0.23% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
72,670
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
68,465
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
61,228
shares
|
$2.12 Million
0.66% of portfolio
|
Q4 2022
Reduced 96.25%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
59,191
shares
|
$2.05 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,646
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
53,936
shares
|
$1.86 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
53,700
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 47.14%
|