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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
17,688
shares
|
$611,474
0.01% of portfolio
|
Q1 2025
Added 87.33%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,243
shares
|
$596,090
0.1% of portfolio
|
Q2 2023
Added 48.75%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
17,015
shares
|
$588,208
0.18% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
16,982
shares
|
$587,067
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
16,685
shares
|
$576,800
0.07% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
16,306
shares
|
$563,698
0.46% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
16,107
shares
|
$556,818
0.11% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
16,045
shares
|
$554,675
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
15,971
shares
|
$552,117
0.07% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
15,951
shares
|
$551,426
0.26% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,878
shares
|
$548,902
0.02% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
15,793
shares
|
$545,964
0.11% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
15,524
shares
|
$536,664
0.1% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
14,891
shares
|
$514,781
0.24% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
14,824
shares
|
$512,465
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
14,764
shares
|
$510,391
0.05% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
14,571
shares
|
$503,719
0.01% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
14,532
shares
|
$502,371
0.36% of portfolio
|
Q1 2025
Reduced 38.71%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
14,447
shares
|
$499,432
0.04% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,269
shares
|
$493,279
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
13,740
shares
|
$474,991
0.05% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
13,630
shares
|
$471,189
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
13,564
shares
|
$468,907
0.02% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,540
shares
|
$468,077
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
13,338
shares
|
$461,094
0.39% of portfolio
|
Q1 2025
Reduced 8.34%
|