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 |
|---|---|---|---|---|---|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
30,636
shares
|
$942,669
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
30,314
shares
|
$932,761
0.01% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
29,379
shares
|
$903,991
0.72% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
28,953
shares
|
$890,883
0.54% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,905
shares
|
$889,406
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
28,024
shares
|
$862,298
0.13% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
28,003
shares
|
$861,652
0.12% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
26,681
shares
|
$820,974
0.63% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,049
shares
|
$801,527
0.0% of portfolio
|
Q3 2024
Added 67.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,974
shares
|
$799,219
0.0% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
25,898
shares
|
$796,881
0.07% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
25,767
shares
|
$792,850
0.15% of portfolio
|
Q4 2024
Reduced 35.61%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
25,637
shares
|
$788,850
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
25,167
shares
|
$774,388
0.04% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,971
shares
|
$768,357
0.02% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,880
shares
|
$765,557
0.12% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
23,710
shares
|
$729,556
0.88% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
23,161
shares
|
$712,663
0.07% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
23,124
shares
|
$711,525
0.31% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
22,728
shares
|
$699,340
0.02% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
21,293
shares
|
$655,185
0.3% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
20,762
shares
|
$638,846
0.12% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
20,730
shares
|
$637,862
0.33% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,592
shares
|
$633,615
0.05% of portfolio
|
Q3 2022
Reduced 31.35%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
19,162
shares
|
$589,614
0.16% of portfolio
|
Q3 2024
Reduced 15.37%
|