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 251 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,526,624
shares
|
$112 Million
0.01% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,981,983
shares
|
$63.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
1,809,401
shares
|
$57.6 Million
0.5% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,643,922
shares
|
$52.3 Million
0.79% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,538,297
shares
|
$49 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,514,887
shares
|
$48.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,358,764
shares
|
$43.3 Million
0.5% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
1,181,001
shares
|
$37.6 Million
0.63% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
977,957
shares
|
$31.1 Million
6.66% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
870,245
shares
|
$27.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
787,211
shares
|
$25.1 Million
0.0% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
772,157
shares
|
$24.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 96.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
714,196
shares
|
$22.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.48%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
713,416
shares
|
$22.7 Million
1.79% of portfolio
|
Q2 2022
Reduced 36.93%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
687,972
shares
|
$21.9 Million
1.22% of portfolio
|
Q3 2022
Added 2.51%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
551,560
shares
|
$17.6 Million
0.2% of portfolio
|
Q4 2024
Added 22.77%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
550,324
shares
|
$17.5 Million
4.11% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
511,740
shares
|
$16.3 Million
6.57% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
432,658
shares
|
$13.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 82.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
382,948
shares
|
$12.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
372,948
shares
|
$11.9 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
350,160
shares
|
$11.1 Million
1.47% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
334,120
shares
|
$10.6 Million
1.56% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
325,310
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
323,840
shares
|
$10.3 Million
1.02% of portfolio
|
Q4 2024
Added 12.98%
|