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 |
---|---|---|---|---|---|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
12,939
shares
|
$396,321
0.02% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
12,776
shares
|
$391,328
0.02% of portfolio
|
Q4 2023
Added 15.82%
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
12,776
shares
|
$391,328
0.04% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
12,187
shares
|
$373,287
0.06% of portfolio
|
Q1 2024
Reduced 10.36%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
12,134
shares
|
$371,664
0.02% of portfolio
|
Q1 2024
Reduced 88.1%
|
|
My Legacy Advisors, LLC
|
Jan 12, 2024 Q4 2023 |
12,106
shares
|
$370,806
0.13% of portfolio
|
Q4 2023
Reduced 53.62%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
11,705
shares
|
$358,524
0.0% of portfolio
|
Q1 2024
Reduced 1.59%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
11,593
shares
|
$355,093
0.03% of portfolio
|
Q1 2024
Reduced 54.97%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
11,398
shares
|
$349,120
0.01% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
Addison Capital CO
|
May 07, 2024 Q1 2024 |
11,081
shares
|
$339,411
0.17% of portfolio
|
Q1 2024
New holding
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 19, 2024 Q1 2024 |
10,878
shares
|
$333,193
0.26% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
Harbor Advisory Corp
|
Apr 29, 2024 Q1 2024 |
10,745
shares
|
$329,119
0.11% of portfolio
|
Q2 2023
Reduced 58.28%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
10,657
shares
|
$326,423
0.0% of portfolio
|
Q1 2024
Reduced 10.03%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
10,653
shares
|
$326,301
0.0% of portfolio
|
Q1 2024
Added 13.29%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
10,496
shares
|
$321,492
0.02% of portfolio
|
Q1 2024
Reduced 9.19%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
10,415
shares
|
$319,011
0.03% of portfolio
|
Q1 2024
Added 13.33%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
10,000
shares
|
$306,300
0.0% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
9,975
shares
|
$305,534
0.01% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
9,965
shares
|
$305,227
0.0% of portfolio
|
Q1 2024
Added 6.12%
|
|
Security Financial Services, Inc.
|
Apr 11, 2024 Q1 2024 |
9,791
shares
|
$299,898
0.07% of portfolio
|
Q1 2024
Added 3.24%
|
|
Oxinas Partners Wealth Management LLC
|
Apr 18, 2024 Q1 2024 |
9,499
shares
|
$290,954
0.19% of portfolio
|
Q1 2024
Added 22.0%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
9,275
shares
|
$284,093
0.05% of portfolio
|
Q1 2024
Added 5.1%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
9,155
shares
|
$280,417
0.02% of portfolio
|
Q1 2024
Reduced 53.33%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
9,008
shares
|
$275,915
0.28% of portfolio
|
Q4 2022
New holding
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,603
shares
|
$263,509
0.01% of portfolio
|
Q4 2022
New holding
|