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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
34,817
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Added 122.42%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
33,333
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
31,781
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,398
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
29,542
shares
|
$1.02 Million
0.66% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
28,639
shares
|
$990,050
0.81% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
28,172
shares
|
$973,906
0.08% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
27,215
shares
|
$940,822
0.43% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
26,270
shares
|
$908,153
0.41% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
26,260
shares
|
$907,808
0.15% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,281
shares
|
$873,964
0.03% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
25,188
shares
|
$870,749
0.02% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
24,999
shares
|
$864,215
0.6% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,971
shares
|
$863,247
0.02% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
23,489
shares
|
$812,014
0.06% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
23,238
shares
|
$803,337
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
21,532
shares
|
$744,361
0.14% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
21,209
shares
|
$733,195
0.06% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,967
shares
|
$724,829
0.0% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
20,865
shares
|
$721,303
0.1% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,592
shares
|
$711,865
0.05% of portfolio
|
Q3 2022
Reduced 31.35%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
20,317
shares
|
$702,358
0.79% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,177
shares
|
$697,518
0.01% of portfolio
|
Q1 2025
Added 94.16%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
19,162
shares
|
$662,430
0.22% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
18,745
shares
|
$648,014
0.1% of portfolio
|
Q1 2025
Reduced 27.25%
|