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Get Institutions for : 
Wisdomtree Emerging Markets Exstate Owned Enterprises Fund (XSOE)  
$30.15 0.05 (0.17%) as of 4:30 Wed 5/8


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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  : 
2.94 (10.8%)  




 
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
   GOULD ASSET MANAGEMENT LLC /CA/ *New 2024-03-31 141,405 $4,166,000 141,405
   BEACON FINANCIAL GROUP 101 *New 2023-12-31 69,477 $2,006,000 69,477
   HPM Partners LLC *New 2023-12-31 33,589 $970,000 33,589
   JOURNEY STRATEGIC WEALTH LLC 83 *New 2023-12-31 24,044 $694,000 24,044
   GOLDMAN SACHS GROUP INC/ 3826 *New 2023-12-31 17,718 $512,000 17,718
   Rockefeller Capital Management L.P. 1428 *New 2023-12-31 11,739 $339,000 11,739
   MODERA WEALTH MANAGEMENT, LLC 486 *New 2023-12-31 9,390 $271,000 9,390
   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
   PACIFIC CAPITAL WEALTH ADVISORS INC 155 *New 2023-12-31 1,222 $35,000 1,222
   FIFTH THIRD BANCORP 1567 *New 2024-03-31 925 $27,000 925
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1362 *New 2023-12-31 385 $11,000 385
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1637 *New 2023-12-31 388 $11,000 388
   Truvestments Capital LLC 569 *New 2023-12-31 204 $6,000 204
   SHEETS SMITH & ASSOCIATES INC 459 *New 2023-09-30 125 $3,000 125
   Opal Wealth Advisors LLC 328 *New 2024-03-31 11 $0 11
   ADVISORY SERVICES NETWORK, LLC 3736 *New 2023-12-31 13 $0 13
   CITIGROUP INC 4709 *New 2023-12-31 3 $0 3
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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