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 253 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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
17,657
shares
|
$685,268
0.0% of portfolio
|
Q3 2025
Reduced 55.93%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,243
shares
|
$669,200
0.1% of portfolio
|
Q2 2023
Added 48.75%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
16,612
shares
|
$644,711
0.11% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,561
shares
|
$642,732
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
16,349
shares
|
$634,504
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
16,245
shares
|
$630,468
0.13% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
16,042
shares
|
$622,590
0.46% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,792
shares
|
$612,887
0.0% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
15,689
shares
|
$608,890
0.17% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
15,360
shares
|
$596,121
0.04% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
15,233
shares
|
$591,192
0.07% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15,159
shares
|
$588,320
0.01% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
14,918
shares
|
$578,967
0.06% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,481
shares
|
$562,007
0.01% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,452
shares
|
$560,882
0.0% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
14,345
shares
|
$556,729
0.05% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,269
shares
|
$553,779
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
13,765
shares
|
$534,219
0.07% of portfolio
|
Q3 2025
Added 65.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
13,630
shares
|
$528,980
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
13,624
shares
|
$528,747
0.24% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
13,501
shares
|
$523,973
0.24% of portfolio
|
Q3 2025
Reduced 50.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,440
shares
|
$521,606
0.02% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
13,276
shares
|
$515,241
0.28% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
13,218
shares
|
$512,990
0.39% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
12,998
shares
|
$504,452
0.12% of portfolio
|
Q3 2025
Added 22.7%
|
|