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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,160
shares
|
$35,971
0.01% of portfolio
|
Q4 2024
Reduced 37.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,094
shares
|
$33,924
0.0% of portfolio
|
Q3 2024
Added 142.57%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,008
shares
|
$31,258
0.01% of portfolio
|
Q2 2022
Reduced 3.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,004
shares
|
$31,134
0.01% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
871
shares
|
$27,009
0.0% of portfolio
|
Q3 2024
Reduced 60.26%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
736
shares
|
$22,823
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
507
shares
|
$15,722
0.0% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
499
shares
|
$15,473
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
485
shares
|
$15,039
0.0% of portfolio
|
Q1 2023
Reduced 34.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
484
shares
|
$15,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
481
shares
|
$14,915
0.0% of portfolio
|
Q3 2024
Added 100.42%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
455
shares
|
$14,109
0.0% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
314
shares
|
$9,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
267
shares
|
$8,279
0.0% of portfolio
|
Q1 2024
Reduced 61.14%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
260
shares
|
$8,062
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
254
shares
|
$7,876
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
238
shares
|
$7,380
0.0% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
236
shares
|
$7,318
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
234
shares
|
$7,256
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
232
shares
|
$7,194
0.0% of portfolio
|
Q1 2024
Reduced 81.01%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
225
shares
|
$6,977
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
205
shares
|
$6,357
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
180
shares
|
$5,581
0.0% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
177
shares
|
$5,488
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
165
shares
|
$5,116
0.0% of portfolio
|
Q2 2024
Added 4.43%
|