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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
18,841
shares
|
$579,737
0.24% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,543
shares
|
$570,568
0.11% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,243
shares
|
$530,567
0.1% of portfolio
|
Q2 2023
Added 48.75%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
16,905
shares
|
$520,166
0.07% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
16,813
shares
|
$517,336
0.02% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
16,607
shares
|
$510,997
0.11% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
16,345
shares
|
$502,935
0.05% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,306
shares
|
$501,735
0.03% of portfolio
|
Q3 2024
Added 52.39%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
16,207
shares
|
$498,689
0.02% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
16,005
shares
|
$492,473
0.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,735
shares
|
$484,165
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
15,654
shares
|
$481,673
0.04% of portfolio
|
Q4 2023
Reduced 8.88%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
15,533
shares
|
$477,950
0.11% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,054
shares
|
$463,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
14,989
shares
|
$461,211
0.0% of portfolio
|
Q3 2024
Added 45.05%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
14,891
shares
|
$458,196
0.27% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,558
shares
|
$447,949
0.02% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
14,323
shares
|
$440,718
0.04% of portfolio
|
Q4 2024
Added 21.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,269
shares
|
$439,057
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
13,781
shares
|
$424,041
0.01% of portfolio
|
Q4 2024
Reduced 19.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,630
shares
|
$419,395
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
13,143
shares
|
$404,410
0.04% of portfolio
|
Q4 2024
Added 34.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
13,000
shares
|
$400,010
0.0% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
12,855
shares
|
$395,548
0.09% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,789
shares
|
$393,517
0.0% of portfolio
|
Q3 2024
Reduced 1.62%
|