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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
32,520
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
30,757
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
30,624
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,858
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
28,587
shares
|
$1.11 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
28,534
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
27,079
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
25,672
shares
|
$996,330
0.38% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
25,583
shares
|
$992,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
25,489
shares
|
$989,228
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,971
shares
|
$969,124
0.02% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
24,939
shares
|
$967,882
0.09% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
24,328
shares
|
$944,169
0.03% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
24,137
shares
|
$936,756
0.62% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
23,263
shares
|
$902,837
0.24% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
22,449
shares
|
$871,245
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
21,281
shares
|
$825,915
0.15% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
21,262
shares
|
$825,178
0.89% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
20,833
shares
|
$808,528
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
20,705
shares
|
$803,561
0.06% of portfolio
|
Q3 2025
Reduced 72.26%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,592
shares
|
$799,175
0.05% of portfolio
|
Q3 2022
Reduced 31.35%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
19,835
shares
|
$769,796
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
19,162
shares
|
$743,677
0.28% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
17,755
shares
|
$689,071
0.02% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
17,375
shares
|
$674,323
0.1% of portfolio
|
Q2 2025
Reduced 7.31%
|
|