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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,340
shares
|
$253,743
0.02% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
7,130
shares
|
$246,484
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,128
shares
|
$246,414
0.0% of portfolio
|
Q1 2022
Reduced 1.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,975
shares
|
$241,125
0.0% of portfolio
|
Q1 2025
Added 88.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,866
shares
|
$237,357
0.0% of portfolio
|
Q4 2024
Reduced 32.3%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
6,758
shares
|
$233,624
0.05% of portfolio
|
Q2 2022
Reduced 96.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,639
shares
|
$229,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,553
shares
|
$226,537
0.0% of portfolio
|
Q1 2025
Added 457.7%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
6,540
shares
|
$226,087
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,474
shares
|
$223,806
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,428
shares
|
$222,215
0.0% of portfolio
|
Q2 2025
Reduced 24.42%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,419
shares
|
$221,904
0.02% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
6,395
shares
|
$221,075
0.12% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,369
shares
|
$185,606
0.23% of portfolio
|
Q3 2022
Reduced 72.42%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,939
shares
|
$170,741
0.03% of portfolio
|
Q4 2024
Added 24.28%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4,643
shares
|
$160,508
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,481
shares
|
$154,908
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,290
shares
|
$148,305
0.06% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,876
shares
|
$133,993
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,304
shares
|
$114,219
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,083
shares
|
$106,579
0.01% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,615
shares
|
$90,400
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2,540
shares
|
$87,807
0.04% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,500
shares
|
$86,425
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,351
shares
|
$81,274
0.0% of portfolio
|
Q2 2023
Reduced 8.91%
|