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 248 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,172
shares
|
$39,262
0.0% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
1,029
shares
|
$34,471
0.01% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,004
shares
|
$33,634
0.01% of portfolio
|
Q2 2024
Added 0.4%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
961
shares
|
$32,193
0.0% of portfolio
|
Q2 2024
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
736
shares
|
$24,656
0.04% of portfolio
|
Q3 2022
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
617
shares
|
$20,669
0.0% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
528
shares
|
$17,688
0.0% of portfolio
|
Q2 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
507
shares
|
$16,984
0.0% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
499
shares
|
$16,716
0.0% of portfolio
|
Q3 2022
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
485
shares
|
$16,247
0.0% of portfolio
|
Q1 2023
Reduced 34.28%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
455
shares
|
$15,242
0.0% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
451
shares
|
$15,108
0.0% of portfolio
|
Q2 2024
Reduced 26.19%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
400
shares
|
$13,400
0.0% of portfolio
|
Q1 2024
Reduced 8.88%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
300
shares
|
$10,050
0.0% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
276
shares
|
$9,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
269
shares
|
$9,011
0.0% of portfolio
|
Q1 2024
Reduced 26.5%
|
|
Arcadia Investment Management Corp
|
Aug 05, 2024 Q2 2024 |
267
shares
|
$8,944
0.0% of portfolio
|
Q1 2024
Reduced 61.14%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
260
shares
|
$8,710
0.0% of portfolio
|
Q3 2022
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
240
shares
|
$8,040
0.0% of portfolio
|
Q2 2024
Reduced 99.93%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
238
shares
|
$7,973
0.0% of portfolio
|
Q4 2023
Added 0.85%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
233
shares
|
$7,805
0.0% of portfolio
|
Q2 2024
Added 0.43%
|
|
Pacific Capital Wealth Advisors, Inc
|
Aug 06, 2024 Q2 2024 |
232
shares
|
$7,772
0.0% of portfolio
|
Q1 2024
Reduced 81.01%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
225
shares
|
$7,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
225
shares
|
$7,537
0.01% of portfolio
|
Q4 2023
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
209
shares
|
$7,001
0.0% of portfolio
|
Q2 2024
Added 13.59%
|