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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
53,693
shares
|
$1.86 Million
0.17% of portfolio
|
Q2 2023
Reduced 9.3%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,354
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2022
Added 19.33%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
51,651
shares
|
$1.79 Million
0.94% of portfolio
|
Q1 2023
Added 52.66%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
50,624
shares
|
$1.75 Million
0.65% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
50,248
shares
|
$1.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
49,383
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
49,160
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
48,157
shares
|
$1.66 Million
0.14% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
47,241
shares
|
$1.63 Million
0.24% of portfolio
|
Q1 2023
Reduced 22.86%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
46,744
shares
|
$1.62 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,520
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
44,086
shares
|
$1.52 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
44,010
shares
|
$1.52 Million
0.24% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
42,924
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,595
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2023
Added 141.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
41,034
shares
|
$1.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
40,252
shares
|
$1.39 Million
0.21% of portfolio
|
Q1 2025
Added 71.19%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,901
shares
|
$1.34 Million
0.8% of portfolio
|
Q1 2024
Reduced 29.56%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
37,829
shares
|
$1.31 Million
0.17% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
37,669
shares
|
$1.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
36,733
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
36,333
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
36,011
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
35,566
shares
|
$1.23 Million
0.69% of portfolio
|
Q1 2025
Added 22.84%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
35,101
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 3.66%
|