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 242 institutions that hold shares in the stock, with a total of 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
379,653
shares
|
$11.7 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
350,160
shares
|
$10.8 Million
1.47% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
334,120
shares
|
$10.3 Million
1.56% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
324,411
shares
|
$9.98 Million
0.0% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
307,568
shares
|
$9.46 Million
0.42% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
303,997
shares
|
$9.35 Million
2.25% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
303,028
shares
|
$9.32 Million
0.04% of portfolio
|
Q4 2024
Added 16904.94%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
302,802
shares
|
$9.32 Million
6.47% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
299,859
shares
|
$9.23 Million
3.37% of portfolio
|
Q4 2024
Added 222.19%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
297,930
shares
|
$9.17 Million
4.83% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
286,641
shares
|
$8.82 Million
0.97% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
281,725
shares
|
$8.67 Million
1.08% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
258,915
shares
|
$7.97 Million
3.7% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
255,547
shares
|
$7.86 Million
0.02% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
218,351
shares
|
$6.72 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
214,549
shares
|
$6.6 Million
1.53% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
213,714
shares
|
$6.58 Million
0.0% of portfolio
|
Q3 2024
Added 94.3%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
205,038
shares
|
$6.31 Million
2.32% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
203,459
shares
|
$6.26 Million
0.9% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
201,792
shares
|
$6.21 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
192,878
shares
|
$5.93 Million
1.61% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
174,421
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
171,086
shares
|
$5.26 Million
2.62% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
169,667
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
166,390
shares
|
$5.12 Million
3.85% of portfolio
|
Q4 2024
Reduced 0.55%
|