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 |
---|---|---|---|---|---|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
54,314
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
53,693
shares
|
$1.68 Million
0.17% of portfolio
|
Q2 2023
Reduced 9.3%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,354
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2022
Added 19.33%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
51,651
shares
|
$1.61 Million
0.94% of portfolio
|
Q1 2023
Added 52.66%
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
50,239
shares
|
$1.57 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
49,183
shares
|
$1.53 Million
0.43% of portfolio
|
Q3 2024
Added 9.4%
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
49,009
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
48,836
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 0.88%
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
48,810
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2024
Added 3.88%
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 04, 2024 Q3 2024 |
47,241
shares
|
$1.47 Million
0.21% of portfolio
|
Q1 2023
Reduced 22.86%
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
46,041
shares
|
$1.44 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
45,826
shares
|
$1.43 Million
0.61% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
45,510
shares
|
$1.42 Million
1.58% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
44,510
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43,262
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,595
shares
|
$1.33 Million
0.5% of portfolio
|
Q3 2023
Added 141.47%
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
41,608
shares
|
$1.3 Million
0.58% of portfolio
|
Q3 2024
Added 8.22%
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
41,574
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
40,018
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2024
Reduced 86.87%
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,901
shares
|
$1.21 Million
0.8% of portfolio
|
Q1 2024
Reduced 29.56%
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
38,669
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2024
Added 11.71%
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
37,581
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Added 3.24%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
34,951
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Added 43.28%
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
33,880
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
32,558
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Added 3.28%
|