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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,272
shares
|
$78,543
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,541
shares
|
$53,272
0.0% of portfolio
|
Q3 2020
Reduced 55.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,451
shares
|
$50,161
0.0% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,405
shares
|
$48,570
0.0% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,341
shares
|
$46,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,268
shares
|
$43,834
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,214
shares
|
$41,967
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
1,161
shares
|
$40,135
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
736
shares
|
$25,443
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
715
shares
|
$24,717
0.01% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
700
shares
|
$24,199
0.01% of portfolio
|
Q1 2025
Reduced 74.07%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
684
shares
|
$23,645
0.0% of portfolio
|
Q2 2025
Reduced 88.38%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
499
shares
|
$17,250
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
485
shares
|
$16,766
0.0% of portfolio
|
Q1 2023
Reduced 34.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
484
shares
|
$16,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
474
shares
|
$16,386
0.02% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
474
shares
|
$16,386
0.0% of portfolio
|
Q4 2024
Reduced 52.98%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
440
shares
|
$15,210
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
267
shares
|
$9,230
0.0% of portfolio
|
Q1 2024
Reduced 61.14%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
260
shares
|
$8,988
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
253
shares
|
$8,746
0.0% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
251
shares
|
$8,677
0.01% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
240
shares
|
$8,296
0.0% of portfolio
|
Q4 2024
Reduced 50.1%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
238
shares
|
$8,227
0.0% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
236
shares
|
$8,158
0.03% of portfolio
|
Q3 2024
New holding
|