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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,646
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
54,314
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
53,693
shares
|
$1.65 Million
0.17% of portfolio
|
Q2 2023
Reduced 9.3%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,354
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2022
Added 19.33%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
51,651
shares
|
$1.59 Million
0.94% of portfolio
|
Q1 2023
Added 52.66%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
50,279
shares
|
$1.55 Million
0.39% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
49,160
shares
|
$1.51 Million
0.06% of portfolio
|
Q4 2024
Added 40.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
49,009
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
48,836
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
48,810
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
47,565
shares
|
$1.46 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
47,241
shares
|
$1.45 Million
0.24% of portfolio
|
Q1 2023
Reduced 22.86%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
45,510
shares
|
$1.4 Million
1.58% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
44,510
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
44,404
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43,262
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,595
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2023
Added 141.47%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
42,442
shares
|
$1.31 Million
0.22% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
41,608
shares
|
$1.28 Million
0.58% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
41,574
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,901
shares
|
$1.2 Million
0.8% of portfolio
|
Q1 2024
Reduced 29.56%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
38,079
shares
|
$1.17 Million
0.45% of portfolio
|
Q4 2024
Reduced 16.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
37,581
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
32,558
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,544
shares
|
$1 Million
0.29% of portfolio
|
Q4 2024
Reduced 80.48%
|