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 |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
12,813
shares
|
$442,945
0.22% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
12,217
shares
|
$422,341
0.17% of portfolio
|
Q1 2025
Reduced 35.16%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
11,933
shares
|
$412,523
0.09% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11,416
shares
|
$394,651
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
11,208
shares
|
$387,460
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
10,745
shares
|
$371,454
0.11% of portfolio
|
Q2 2023
Reduced 58.28%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
10,588
shares
|
$366,027
0.03% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,535
shares
|
$364,194
0.02% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,465
shares
|
$361,775
0.0% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,392
shares
|
$359,251
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
10,256
shares
|
$354,549
0.0% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
9,796
shares
|
$338,647
0.06% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,544
shares
|
$329,936
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,439
shares
|
$326,306
0.04% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
9,390
shares
|
$324,612
0.0% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
9,287
shares
|
$321,051
0.0% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,603
shares
|
$297,405
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
8,517
shares
|
$294,432
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,460
shares
|
$292,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
8,335
shares
|
$288,140
0.04% of portfolio
|
Q1 2025
Reduced 85.83%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
8,274
shares
|
$286,032
0.06% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,194
shares
|
$283,266
0.02% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
7,942
shares
|
$274,554
0.06% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
7,936
shares
|
$274,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,559
shares
|
$261,314
0.01% of portfolio
|
Q1 2025
New holding
|