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 245 institutions that hold shares in the stock, with a total of 39.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,049
shares
|
$373,639
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,054
shares
|
$342,784
0.09% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
10,745
shares
|
$333,202
0.12% of portfolio
|
Q2 2023
Reduced 58.28%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,685
shares
|
$331,341
0.0% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,471
shares
|
$324,705
0.0% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,425
shares
|
$323,279
0.01% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
10,189
shares
|
$315,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,142
shares
|
$314,503
0.0% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
10,086
shares
|
$312,766
0.03% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
10,047
shares
|
$311,557
0.06% of portfolio
|
Q4 2024
Added 935.77%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,802
shares
|
$303,960
0.03% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,390
shares
|
$291,183
0.0% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,380
shares
|
$290,873
0.04% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,129
shares
|
$283,090
0.02% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
9,008
shares
|
$279,338
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
8,976
shares
|
$278,345
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
8,833
shares
|
$273,911
0.34% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,666
shares
|
$268,732
0.01% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,603
shares
|
$266,779
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
8,528
shares
|
$264,453
0.17% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
8,173
shares
|
$253,444
0.0% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
7,967
shares
|
$247,056
0.06% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
7,919
shares
|
$245,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
7,246
shares
|
$224,698
0.04% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,128
shares
|
$221,039
0.0% of portfolio
|
Q1 2022
Reduced 1.47%
|