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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
160,557
shares
|
$4.94 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
146,809
shares
|
$4.52 Million
0.06% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
146,307
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
138,599
shares
|
$4.26 Million
0.15% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
137,815
shares
|
$4.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
132,519
shares
|
$4.08 Million
0.08% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
130,957
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
129,046
shares
|
$3.97 Million
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
123,038
shares
|
$3.79 Million
0.77% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
122,855
shares
|
$3.78 Million
1.82% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
118,177
shares
|
$3.64 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
115,350
shares
|
$3.55 Million
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
106,393
shares
|
$3.27 Million
1.3% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
99,418
shares
|
$3.06 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
87,131
shares
|
$2.68 Million
0.7% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
84,687
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
83,561
shares
|
$2.57 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
82,143
shares
|
$2.53 Million
0.38% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,484
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
76,157
shares
|
$2.34 Million
0.08% of portfolio
|
Q3 2022
Added 7.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
70,647
shares
|
$2.17 Million
0.29% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
70,399
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
61,228
shares
|
$1.88 Million
0.66% of portfolio
|
Q4 2022
Reduced 96.25%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
60,831
shares
|
$1.87 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
58,805
shares
|
$1.81 Million
0.16% of portfolio
|
Q4 2024
Added 1.98%
|