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 |
---|---|---|---|---|---|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 23, 2024 Q1 2024 |
22,097
shares
|
$676,831
0.36% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
Melone Private Wealth, LLC
|
May 03, 2024 Q1 2024 |
21,931
shares
|
$671,746
0.39% of portfolio
|
Q1 2024
Reduced 11.23%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,592
shares
|
$630,732
0.05% of portfolio
|
Q3 2022
Reduced 31.35%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
19,508
shares
|
$597,530
0.1% of portfolio
|
Q1 2024
Added 7.66%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
19,460
shares
|
$596,059
0.02% of portfolio
|
Q1 2024
Reduced 62.06%
|
|
Mengis Capital Management, Inc.
|
May 14, 2024 Q1 2024 |
18,300
shares
|
$560,529
0.08% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
17,497
shares
|
$535,933
0.08% of portfolio
|
Q1 2024
Added 109.54%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
17,418
shares
|
$533,513
0.01% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,243
shares
|
$528,153
0.1% of portfolio
|
Q2 2023
Added 48.75%
|
|
Ellis Investment Partners, LLC
|
Apr 15, 2024 Q1 2024 |
17,205
shares
|
$526,989
0.11% of portfolio
|
Q1 2024
Added 1.65%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
17,084
shares
|
$523,282
0.36% of portfolio
|
Q1 2024
Reduced 78.85%
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
16,780
shares
|
$513,971
0.06% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
16,756
shares
|
$513,236
0.0% of portfolio
|
Q1 2024
Reduced 24.14%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
16,705
shares
|
$511,674
0.02% of portfolio
|
Q1 2024
Reduced 5.83%
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
May 01, 2024 Q1 2024 |
16,566
shares
|
$507,416
0.31% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
15,872
shares
|
$486,159
0.06% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Herold Advisors, Inc.
|
May 10, 2024 Q1 2024 |
15,691
shares
|
$480,615
0.11% of portfolio
|
Q1 2024
Reduced 9.68%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 10, 2024 Q1 2024 |
15,654
shares
|
$479,482
0.04% of portfolio
|
Q4 2023
Reduced 8.88%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
15,488
shares
|
$474,397
0.02% of portfolio
|
Q1 2024
Added 9.91%
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
15,011
shares
|
$459,786
0.28% of portfolio
|
Q1 2024
Reduced 8.91%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
14,439
shares
|
$442,266
0.0% of portfolio
|
Q1 2024
Added 22.33%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
14,024
shares
|
$429,555
0.04% of portfolio
|
Q1 2024
Added 68.78%
|
|
N.E.W. Advisory Services LLC
|
Apr 24, 2024 Q1 2024 |
13,872
shares
|
$424,899
0.05% of portfolio
|
Q1 2024
Added 30.86%
|
|
First Financial Corp
|
Apr 12, 2024 Q1 2024 |
13,782
shares
|
$422,142
0.21% of portfolio
|
Q1 2024
Added 2.98%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
13,198
shares
|
$404,254
0.0% of portfolio
|
Q1 2024
Reduced 0.35%
|