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 43.4 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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,541
shares
|
$48,079
0.0% of portfolio
|
Q3 2020
Reduced 55.16%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,528
shares
|
$47,673
0.0% of portfolio
|
Q3 2024
Added 1937.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,209
shares
|
$37,720
0.0% of portfolio
|
Q3 2024
Added 586.93%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,209
shares
|
$37,720
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,172
shares
|
$36,566
0.0% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,094
shares
|
$34,132
0.0% of portfolio
|
Q3 2024
Added 142.57%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,008
shares
|
$31,449
0.01% of portfolio
|
Q2 2022
Reduced 3.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,004
shares
|
$31,324
0.01% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
970
shares
|
$30,264
0.02% of portfolio
|
Q3 2024
Reduced 90.1%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
871
shares
|
$27,175
0.0% of portfolio
|
Q3 2024
Reduced 60.26%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
736
shares
|
$22,963
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
531
shares
|
$16,567
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
507
shares
|
$15,818
0.0% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
499
shares
|
$15,568
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
485
shares
|
$15,132
0.0% of portfolio
|
Q1 2023
Reduced 34.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
484
shares
|
$15,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
481
shares
|
$15,007
0.0% of portfolio
|
Q3 2024
Added 100.42%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
455
shares
|
$14,196
0.0% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
269
shares
|
$8,392
0.0% of portfolio
|
Q1 2024
Reduced 26.5%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
267
shares
|
$8,330
0.0% of portfolio
|
Q1 2024
Reduced 61.14%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
260
shares
|
$8,112
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
238
shares
|
$7,425
0.0% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
236
shares
|
$7,363
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
234
shares
|
$7,300
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
232
shares
|
$7,238
0.0% of portfolio
|
Q1 2024
Reduced 81.01%
|