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Get Institutions for : 
Wisdomtree Emerging Markets Exstate Owned Enterprises Fund (XSOE)  
$30.22 0.07 (0.23%) as of 4:30 Thu 5/9


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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  : 
3.01 (11.06%)  




 
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 - 2024-03-31 4,821,546 $142,043,000 0
   Clal Insurance Enterprises Holdings Ltd 39 - 2023-12-31 1,809,401 $52,256,000 0
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 17 - 2024-03-31 713,416 $21,023,000 0
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2024-03-31 47,241 $1,392,000 0
   RAYMOND JAMES TRUST CO 708 - 2024-03-31 17,418 $513,000 0
   HARBOR ADVISORY CORP /MA/ 73 - 2024-03-31 10,745 $317,000 0
   Mason & Associates Inc 98 - 2024-03-31 8,267 $244,000 0
   Key Financial Inc 356 - 2024-03-31 2,645 $76,000 0
   SUMITOMO MITSUI FINANCIAL GROUP INC. 128 - 2023-12-31 2,351 $68,000 0
   Ayalon Holdings Ltd. 63 - 2024-03-31 2,165 $64,000 0
   Princeton Global Asset Management LLC 241 - 2024-03-31 2,050 $60,000 0
   AdvisorNet Financial Inc 914 - 2024-03-31 1,172 $35,000 0
   Johnson Midwest Financial LLC 142 - 2023-09-30 736 $20,000 0
   Addison Advisors LLC 458 - 2023-12-31 585 $17,000 0
   Spire Wealth Management 1615 - 2024-03-31 485 $14,000 0
   Keener Financial Planning LLC 149 - 2024-03-31 369 $11,000 0
   Investors Research Corp 766 - 2023-12-31 260 $8,000 0
   Newbridge Financial Services Group Inc. 830 - 2024-03-31 239 $7,000 0
   Retirement Group LLC - 2024-03-31 238 $7,000 0
   Northwest Capital Management Inc 428 - 2024-03-31 191 $6,000 0
   Capital Investment Advisory Services LLC 851 - 2024-03-31 176 $5,000 0
   Signature Resources Capital Management LLC 244 - 2024-03-31 180 $5,000 0
   Venturi Wealth Management LLC 1224 - 2024-03-31 55 $2,000 0
   CALDWELL SUTTER CAPITAL INC. 791 - 2024-03-31 44 $1,000 0
   Goss Wealth Management LLC 3486 - 2023-12-31 20 $1,000 0
   TOWER RESEARCH CAPITAL LLC 5745 - 2023-12-31 4 $0 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 987 - 2024-03-31 0 $0 0
   First Capital Advisors Group LLC. 964 - 2023-06-30 0 $0 0

  28 Records found
  1    
  Page 1 of 1
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