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 255 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,354
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2022
Added 19.33%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
51,651
shares
|
$2 Million
0.94% of portfolio
|
Q1 2023
Added 52.66%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
48,668
shares
|
$1.89 Million
0.26% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
48,421
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
47,864
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
47,851
shares
|
$1.86 Million
0.15% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
47,241
shares
|
$1.83 Million
0.26% of portfolio
|
Q1 2023
Reduced 22.86%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
45,984
shares
|
$1.78 Million
1.16% of portfolio
|
Q3 2025
Added 52.89%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
45,901
shares
|
$1.78 Million
0.27% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
45,692
shares
|
$1.77 Million
0.4% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
42,885
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,595
shares
|
$1.65 Million
0.5% of portfolio
|
Q3 2023
Added 141.47%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
42,344
shares
|
$1.64 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
40,346
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
39,346
shares
|
$1.53 Million
0.18% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,901
shares
|
$1.51 Million
0.8% of portfolio
|
Q1 2024
Reduced 29.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
38,303
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
37,068
shares
|
$1.44 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
35,976
shares
|
$1.4 Million
0.47% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
35,875
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
35,740
shares
|
$1.39 Million
0.78% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
34,601
shares
|
$1.34 Million
0.53% of portfolio
|
Q3 2025
Added 111.64%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
33,554
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
33,216
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
33,087
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.84%
|
|