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Get Institutions for : 
Wisdomtree Emerging Markets Exstate Owned Enterprises Fund (XSOE)  
$31.13 0.17 (0.55%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 224    15
Total shares held : 
 38,590,451  
% of shares held : 
 32.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -58  
Amount of shares held : 
 -4,503,690  
% of shares held change : 
   -3.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.57  
Last Quarter's Ending Price : 
 $28.88  
Last Quarter's Average Price : 
 $27.21  
Change from last quarter's     
avg. price to the last closing  : 
3.92 (14.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 98,715
 0.26%
 
Increased Positions :
67
 1,030,668
 2.67%
 
Unchanged Positions :
35
 8,025,050
 20.8%
 
Decreased Positions :
110
-4,616,245
-11.96%
 
Closed Positions :
27
-1,016,828
-2.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF MONTREAL /CAN/ 850 *New 2024-03-31 356,178 $10,511,000 356,178
   GOULD ASSET MANAGEMENT LLC /CA/ 17 *New 2024-03-31 141,405 $4,166,000 141,405
   Robertson Stephens Wealth Management LLC 110 *New 2024-03-31 99,606 $2,934,000 99,606
   MILLENNIUM MANAGEMENT LLC 2650 *New 2024-03-31 48,642 $1,433,000 48,642
   TOWNSQUARE CAPITAL LLC 754 *New 2024-03-31 23,615 $696,000 23,615
   Addison Capital Co 98 *New 2024-03-31 11,081 $326,000 11,081
   Prime Capital Investment Advisors LLC 824 *New 2024-03-31 8,569 $252,000 8,569
   GOFEN & GLOSSBERG LLC /IL/ 451 *New 2022-12-31 8,603 $230,000 8,603
   UMA Financial Services Inc. 156 *New 2024-03-31 7,761 $221,000 7,761
   Fernwood Investment Management LLC 208 *New 2024-03-31 5,925 $175,000 5,925
   Atlantic Trust Group LLC 1311 *New 2024-03-31 4,046 $120,000 4,046
   Financial Gravity Wealth Inc. 279 *New 2024-03-31 1,000 $29,000 1,000
   FIFTH THIRD BANCORP 1567 *New 2024-03-31 925 $27,000 925
   FRANKLIN RESOURCES INC 2709 *New 2024-03-31 158 $5,000 158
   Opal Wealth Advisors LLC 328 *New 2024-03-31 11 $0 11
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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