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 |
---|---|---|---|---|---|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
40,340
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,901
shares
|
$1.19 Million
0.8% of portfolio
|
Q1 2024
Reduced 29.56%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
34,200
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2024
Added 10.09%
|
|
Mendel Money Management
Northbrook, IL |
May 01, 2024 Q1 2024 |
33,632
shares
|
$1.03 Million
0.47% of portfolio
|
Q1 2024
Added 14.08%
|
|
Exchange Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
33,581
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2024
Added 12.79%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
31,891
shares
|
$976,821
0.08% of portfolio
|
Q1 2024
Added 23.12%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
30,774
shares
|
$942,607
0.04% of portfolio
|
Q1 2024
Reduced 11.85%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
30,623
shares
|
$937,982
0.1% of portfolio
|
Q1 2024
Reduced 55.92%
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
30,370
shares
|
$930,233
0.09% of portfolio
|
Q1 2024
Added 3.51%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
29,993
shares
|
$918,685
0.0% of portfolio
|
Q1 2024
Reduced 81.47%
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2024 Q1 2024 |
28,851
shares
|
$883,706
0.67% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
28,790
shares
|
$881,837
0.01% of portfolio
|
Q1 2024
Reduced 19.4%
|
|
Mayflower Financial Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
27,872
shares
|
$853,719
0.06% of portfolio
|
Q1 2024
Reduced 28.13%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
27,534
shares
|
$843,366
0.03% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
26,730
shares
|
$818,739
0.09% of portfolio
|
Q1 2024
Reduced 42.77%
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 15, 2024 Q1 2024 |
26,641
shares
|
$816,013
0.3% of portfolio
|
Q1 2024
Reduced 25.59%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
26,013
shares
|
$796,778
0.12% of portfolio
|
Q1 2024
Added 4.15%
|
|
Treynor Bancshares, Inc.
|
May 15, 2024 Q1 2024 |
25,346
shares
|
$776,347
0.46% of portfolio
|
Q4 2023
Added 0.27%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
25,155
shares
|
$770,497
0.05% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
25,004
shares
|
$765,872
0.79% of portfolio
|
Q1 2024
Added 51.1%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
24,943
shares
|
$764,004
0.03% of portfolio
|
Q1 2024
Added 3.74%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
24,730
shares
|
$757,479
0.18% of portfolio
|
Q1 2024
New holding
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
23,615
shares
|
$723,327
0.01% of portfolio
|
Q1 2024
New holding
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 17, 2024 Q1 2024 |
23,088
shares
|
$707,185
0.3% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Redw Wealth LLC
|
May 01, 2024 Q1 2024 |
22,810
shares
|
$698,670
0.18% of portfolio
|
Q1 2024
Reduced 12.59%
|