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 |
---|---|---|---|---|---|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 19, 2024 Q1 2024 |
66,318
shares
|
$2.03 Million
1.27% of portfolio
|
Q1 2024
Reduced 8.51%
|
|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
65,898
shares
|
$2.02 Million
0.59% of portfolio
|
Q1 2024
Added 20.66%
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
61,238
shares
|
$1.88 Million
0.19% of portfolio
|
Q1 2024
Added 4.71%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
61,228
shares
|
$1.88 Million
0.66% of portfolio
|
Q4 2022
Reduced 96.25%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
56,728
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2024
Reduced 10.95%
|
|
Boston Financial Mangement LLC
Boston, MA |
May 10, 2024 Q1 2024 |
54,865
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2024
Reduced 24.38%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
54,218
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2024
Added 13.49%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
54,073
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2024
Added 360.63%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
53,693
shares
|
$1.64 Million
0.17% of portfolio
|
Q2 2023
Reduced 9.3%
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
52,793
shares
|
$1.62 Million
0.16% of portfolio
|
Q1 2024
Reduced 72.82%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,354
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2022
Added 19.33%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
51,651
shares
|
$1.58 Million
0.94% of portfolio
|
Q1 2023
Added 52.66%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
48,871
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2024
Reduced 51.21%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
48,731
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 25.68%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
48,642
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
47,556
shares
|
$1.46 Million
0.63% of portfolio
|
Q1 2024
Reduced 10.13%
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 02, 2024 Q1 2024 |
47,241
shares
|
$1.45 Million
0.13% of portfolio
|
Q1 2023
Reduced 22.86%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
46,852
shares
|
$1.44 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Montecito Bank & Trust
|
Apr 09, 2024 Q1 2024 |
46,675
shares
|
$1.43 Million
0.28% of portfolio
|
Q1 2024
Added 11.51%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
45,356
shares
|
$1.39 Million
0.31% of portfolio
|
Q1 2024
Reduced 12.52%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
42,882
shares
|
$1.31 Million
0.21% of portfolio
|
Q1 2024
Reduced 86.48%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
42,597
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,595
shares
|
$1.3 Million
0.5% of portfolio
|
Q3 2023
Added 141.47%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
42,059
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Added 132.11%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Apr 22, 2024 Q1 2024 |
41,583
shares
|
$1.27 Million
0.35% of portfolio
|
Q1 2024
Added 20.21%
|