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Get Institutions for : 
Wisdomtree Emerging Markets Exstate Owned Enterprises Fund (XSOE)  
$29.33 0.34 (1.17%) as of 4:30 Fri 4/26


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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  : 
2.12 (7.79%)  




 
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
   Harel Insurance Investments & Financial Services L 10 - 2023-12-31 4,821,546 $139,246,000 0
   MORGAN STANLEY 1057 - 2023-12-31 4,065,063 $117,399,000 -525,620
   VALMARK ADVISERS INC 18 - 2023-12-31 2,378,045 $68,678,000 32,046
   BANK OF AMERICA CORP /DE/ 1119 - 2023-12-31 1,882,846 $54,377,000 -165,283
   Clal Insurance Enterprises Holdings Ltd 39 - 2023-12-31 1,809,401 $52,256,000 0
   UBS Group AG 699 - 2023-12-31 1,595,800 $46,087,000 -108,929
   LPL FINANCIAL CORP 528 - 2023-12-31 1,589,153 $45,895,000 -637,877
   Resources Investment Advisors Inc. 31 - 2023-12-31 1,523,164 $43,989,000 73,045
   MEITAV DASH INVESTMENTS LTD 57 - 2023-12-31 1,359,178 $39,253,000 -4,253
   Advisor Group Holdings Inc. 353 - 2023-12-31 1,028,988 $29,736,000 -76,194
   ESL Trust Services LLC 9 - 2023-12-31 770,807 $22,261,000 -1,311
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1572 - 2023-12-31 730,653 $21,101,000 8,427
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 713,416 $20,586,000 0
   Legacy Financial Group LLC 6 - 2024-03-31 641,304 $18,893,000 608,483
   OLD MISSION CAPITAL LLC 27 - 2023-12-31 652,257 $18,837,000 -231,046
   J P MORGAN CHASE & CO 1685 - 2023-12-31 584,843 $16,890,000 199,062
   STIFEL FINANCIAL CORP 585 - 2023-12-31 572,749 $16,541,000 -123,138
   Elwood & Goetz Wealth Advisory Group LLC 12 - 2023-12-31 444,536 $12,838,000 16,128
   Warren Street Wealth Advisors LLC 2 - 2023-12-31 438,266 $12,657,000 17,033
   HOWARD FINANCIAL SERVICES LTD. 18 - 2024-03-31 368,736 $10,863,000 8,669
   TRANSAMERICA FINANCIAL ADVISORS, INC. 15 - 2023-12-31 349,150 $10,084,000 -28,117
   AMERIPRISE FINANCIAL INC 1803 - 2023-12-31 316,632 $9,178,000 -241,783
   Emerald Investment Partners LLC - 2023-12-31 317,242 $9,162,000 -15,978
   Bulltick Wealth Management LLC 18 - 2023-12-31 301,391 $8,704,000 0
   AYRSHIRE ASSOCIATES INC 11 - 2023-12-31 291,143 $8,408,000 28,854
   Pallas Capital Advisors LLC 48 - 2024-03-31 279,847 $8,244,000 15,716
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 22 - 2023-12-31 277,994 $8,028,000 20,225
   Michael S. Ryan Inc. 6 - 2024-03-31 269,358 $7,935,000 106,110
   Sweet Financial Partners LLC 12 - 2023-12-31 263,518 $7,610,000 -26,620
   AE Wealth Management LLC 463 - 2023-12-31 273,199 $7,579,000 -40,557
   WELLS FARGO & CO/MN 1702 - 2023-12-31 247,566 $7,150,000 -35,737
   BUCKINGHAM ASSET MANAGEMENT, LLC 114 - 2023-12-31 243,353 $7,028,000 -9,774
   BSC PRIVATE WEALTH MANAGEMENT LLC 31 - 2023-12-31 241,857 $6,985,000 51,193
   NATIONAL ASSET MANAGEMENT, INC. 120 - 2023-12-31 241,357 $6,970,000 90,020
   Integrated Wealth Concepts LLC 198 - 2023-12-31 229,679 $6,633,000 10,006
   FDX ADVISORS, INC. 42 - 2023-12-31 227,574 $6,572,000 19,986
   JANE STREET GROUP LLC 1261 - 2023-12-31 222,033 $6,412,000 -155,836
   Sloy Dahl & Holst LLC 8 - 2024-03-31 203,136 $5,984,000 15,074
   COMMONWEALTH EQUITY SERVICES LLC. 991 - 2023-12-31 205,749 $5,942,000 6,689
   XML Financial LLC 51 - 2023-12-31 194,216 $5,609,000 11,851
   WESCAP Management Group Inc. 17 - 2023-12-31 190,975 $5,515,000 -10,331
   ROYAL BANK OF CANADA 1820 - 2023-12-31 190,455 $5,500,000 27,666
   ENVESTNET ASSET MANAGEMENT INC 1828 - 2023-12-31 189,144 $5,462,000 -20,031
   We Are One Seven LLC 78 - 2023-12-31 185,645 $5,361,000 5,275
   Evergreen Private Wealth LLC 12 - 2024-03-31 165,373 $4,872,000 77,441
   Refined Wealth Management 12 - 2024-03-31 161,547 $4,759,000 2,145
   HIGHTOWER ADVISORS, LLC 988 - 2023-12-31 161,843 $4,671,000 -8,880
   Private Advisor Group LLC 461 - 2023-12-31 159,273 $4,600,000 -2,673
   Betterment LLC 100 - 2023-12-31 152,175 $4,395,000 6,725
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 764 - 2023-12-31 151,517 $4,376,000 -1,073
   ATRIA INVESTMENTS LLC 349 - 2023-12-31 141,247 $4,079,000 73,983
   Goldstein Advisors LLC 22 - 2023-12-31 140,425 $4,055,000 7,478
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1191 - 2023-12-31 138,179 $3,991,000 -38,182
   Stratos Wealth Partners LTD. 280 - 2024-03-31 131,305 $3,868,000 5,851
   FINANCIAL NETWORK 710 - 2023-12-31 127,085 $3,670,000 -7,540
   IFP Advisors Inc 121 - 2023-12-31 125,606 $3,628,000 -136
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 580 - 2023-09-30 130,957 $3,493,000 -884
   Rise Advisors LLC 9 - 2024-03-31 117,552 $3,463,000 -766
   INVENIO WEALTH PARTNERS LLC 14 - 2023-12-31 117,845 $3,403,000 39,718
   Fermata Advisors LLC 39 - 2024-03-31 113,058 $3,331,000 -1,843
   DAVIDSON D A & CO 371 - 2023-12-31 113,580 $3,280,000 -1,186
   RAYMOND JAMES & ASSOCIATES 1785 - 2023-12-31 113,309 $3,272,000 -11,301
   Stewardship Advisors LLC 26 - 2024-03-31 110,385 $3,252,000 -901
   SEGMENT WEALTH MANAGEMENT, LLC - 2023-12-31 108,869 $3,144,000 1,491
   MULTIFINANCIAL SECURITIES CORP 390 - 2023-12-31 104,494 $3,018,000 -12,916
   FLOW TRADERS U.S. LLC 158 - 2023-12-31 101,967 $2,945,000 88,099
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 101,736 $2,938,000 3,927
   Atomi Financial Group Inc. 54 - 2023-12-31 100,169 $2,893,000 23,057
   Cedrus LLC 17 - 2024-03-31 92,253 $2,718,000 8,604
   ETF Store Inc. 15 - 2023-12-31 84,793 $2,449,000 3,180
   NorthCrest Asset Manangement LLC 185 - 2024-03-31 81,562 $2,403,000 4,383
   WEALTH MANAGEMENT RESOURCES INC. 20 - 2024-03-31 80,521 $2,372,000 11,830
   Integrity Financial Corp /WA 14 - 2023-12-31 80,769 $2,333,000 -3,914
   PRUDENTIAL FINANCIAL INC 1368 - 2023-12-31 77,028 $2,225,000 9,522
   BOSTON FINANCIAL MANGEMENT INC /MA 136 - 2023-12-31 72,555 $2,095,000 -69,112
   BEACON FINANCIAL GROUP 101 *New 2023-12-31 69,477 $2,006,000 69,477
   Golden State Equity Partners 47 - 2023-12-31 68,718 $1,987,000 5,150
   Yoder Wealth Management Inc. 24 - 2024-03-31 66,318 $1,953,000 -6,165
   CAPTRUST FINANCIAL ADVISORS 932 - 2023-12-31 65,569 $1,894,000 -24,520
   Equitable Holdings Inc. 430 - 2023-12-31 63,706 $1,840,000 -5,984
   ARBOR CAPITAL MANAGEMENT INC /ADV 31 - 2023-12-31 63,587 $1,794,000 1,235
   Leo Wealth LLC 92 - 2023-12-31 58,486 $1,720,000 0
   Premier Path Wealth Partners LLC 57 - 2023-12-31 58,173 $1,709,000 0
   Claraphi Advisory Network LLC 44 - 2022-12-31 61,228 $1,634,000 1,817
   KLR INVESTMENT ADVISORS LLC 16 - 2023-12-31 55,225 $1,595,000 -6,057
   Insight Advisors LLC/ PA - 2023-12-31 54,613 $1,577,000 -17,463
   CLIENT 1ST ADVISORY GROUP LLC 24 - 2023-12-31 52,916 $1,528,000 -9,603
   BFT FINANCIAL GROUP LLC 89 - 2023-06-30 53,693 $1,499,000 -5,506
   Smartleaf Asset Management LLC 60 - 2023-12-31 51,846 $1,495,000 0
   Mutual Advisors LLC 332 - 2023-12-31 51,292 $1,481,000 51,292
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2267 - 2023-12-31 50,558 $1,460,000 23,005
   HARVEST GROUP WEALTH MANAGEMENT LLC 24 - 2023-03-31 51,651 $1,438,000 17,816
   BANK OF NEW YORK MELLON CORP 2986 - 2023-12-31 49,393 $1,426,000 13,762
   Sowell Financial Services LLC - 2023-12-31 48,034 $1,387,000 -3,382
   H D Vest Advisory Services 614 - 2023-12-31 47,773 $1,380,000 5,077
   MONTECITO BANK & TRUST 84 - 2024-03-31 46,675 $1,375,000 4,817
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2023-12-31 47,241 $1,364,000 0
   Encompass More Asset Management 18 - 2023-12-31 45,781 $1,322,000 0
   BANK OF NOVA SCOTIA / 714 - 2023-12-31 44,310 $1,279,000 -715
   Kestra Advisory Services LLC 1001 - 2023-12-31 43,561 $1,258,000 -87,107
  100 Records found
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