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 250 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
234
shares
|
$7,020
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
232
shares
|
$6,960
0.0% of portfolio
|
Q1 2024
Reduced 81.01%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
225
shares
|
$6,750
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
205
shares
|
$6,150
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
180
shares
|
$5,400
0.0% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
177
shares
|
$5,310
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
165
shares
|
$4,950
0.0% of portfolio
|
Q2 2024
Added 4.43%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
161
shares
|
$4,830
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
150
shares
|
$4,500
0.0% of portfolio
|
Q2 2024
Reduced 74.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
127
shares
|
$3,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
124
shares
|
$3,720
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
123
shares
|
$3,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
100
shares
|
$3,000
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
66
shares
|
$1,980
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$1,950
0.0% of portfolio
|
Q2 2024
Reduced 65.97%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
61
shares
|
$1,830
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
55
shares
|
$1,650
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
46
shares
|
$1,380
0.0% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20
shares
|
$600
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
14
shares
|
$420
0.0% of portfolio
|
Q4 2023
Reduced 98.96%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4
shares
|
$120
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
4
shares
|
$120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|