Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q1 2024 (March 31)233holders
2famous investors
$29.45avg. 13F price*
At the end of Q1 2024, 233 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($142.0M), Morgan Stanley ($111.4M) and Old Mission Capital LLC ($89.2M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdmtree Emerg MKT Ex-St Ow
- Filed as
- WISDOMTREE TR (Q1 2024)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $21.7M |
| Exits | 24 | $16.9M |
Ownership 233 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.75% | No change | 4,821,546 | $142.0M |
| Morgan Stanley | 0.01% | Reduce -7.0% | 3,780,170 | $111.4M |
| Old Mission Capital LLC | 2.18% | Add +364.0% | 3,026,723 | $89.2M |
| Jane Street Group, LLC | 0.08% | Add +854.7% | 2,119,782 | $62.4M |
| Bank of America Corp. | 0.01% | Add +7.2% | 2,017,601 | $59.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.60% | No change | 1,809,401 | $53.3M |
| Valmark Advisers, Inc. | 0.81% | Reduce -33.9% | 1,573,132 | $46.3M |
| UBS Group AG | 0.01% | Reduce -3.7% | 1,537,158 | $45.3M |
| LPL Financial LLC | 0.02% | Reduce -11.1% | 1,413,273 | $41.6M |
| Meitav Investment House Ltd. | 0.79% | Add +0.3% | 1,363,776 | $40.2M |
| ESL Trust Services, LLC | 7.01% | Add +17.9% | 908,439 | $26.8M |
| Wells Fargo & Company | 0.01% | Add +249.3% | 864,703 | $25.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -17.5% | 848,774 | $25.0M |
| OneDigital Investment Advisors LLC | 0.37% | Reduce -48.0% | 792,525 | $23.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 734,668 | $21.6M |
| Susquehanna International Group, LLP | 0.03% | Add +1321.0% | 718,441 | $21.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.83% | No change | 713,416 | $21.0M |
| Legacy Financial Group LLC | 3.82% | Add +1853.9% | 641,304 | $18.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 551,393 | $16.2M |
| Stifel Financial Corp. | 0.02% | Reduce -4.6% | 546,548 | $16.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.41% | Add +7.3% | 476,843 | $14.0M |
| Warren Street Wealth Advisors, LLC | 6.79% | Add +6.1% | 464,945 | $13.7M |
| Transamerica Financial Advisors, LLC | 1.14% | Add +9.1% | 380,932 | $11.2M |
| Howard Financial Services, LTD. | 1.87% | Add +2.4% | 368,736 | $10.9M |
| Bank of Montreal | 0.00% | New | 356,178 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 311,817 | $9.2M |
| Bulltick Wealth Management, LLC | 1.80% | Reduce -2.5% | 293,691 | $8.7M |
| American Financial & Tax Strategies Inc. | 4.62% | Add +7.8% | 292,233 | $8.6M |
| Sweet Financial Partners, LLC | 1.98% | Add +10.5% | 291,253 | $8.6M |
| Evermay Wealth Management LLC | 1.29% | Reduce -0.6% | 289,384 | $8.5M |
| Pallas Capital Advisors LLC | 0.34% | Add +6.0% | 279,847 | $8.2M |
| Lodestar Private Asset Management LLC | 1.18% | Add +0.6% | 279,787 | $8.2M |
| Marathon Mission, Inc. | 6.26% | Add +65.0% | 269,358 | $7.9M |
| Clearwater Capital Advisors, LLC | 0.82% | Add +7.7% | 260,520 | $7.7M |
| Integrated Wealth Concepts LLC | 0.10% | Add +3.1% | 236,870 | $7.0M |
| Buckingham Strategic Wealth, LLC | 0.07% | Reduce -8.6% | 222,392 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.2% | 218,468 | $6.4M |
| Invenio Wealth Partners LLC | 3.37% | Add +80.3% | 212,446 | $6.3M |
| Sloy Dahl & Holst, LLC | 1.41% | Add +8.0% | 203,136 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +800.3% | 202,744 | $6.0M |
| Mgo One Seven LLC | 0.30% | Add +6.5% | 197,800 | $5.8M |
| WESCAP Management Group, Inc. | 1.63% | Reduce -0.1% | 190,831 | $5.6M |
| Betterment LLC | 0.01% | Add +10.0% | 167,328 | $4.9M |
| Evergreen Private Wealth LLC | 2.44% | Add +88.1% | 165,373 | $4.9M |
| Goldstein Advisors, LLC | 0.82% | Add +15.9% | 162,756 | $4.8M |
| Refined Wealth Management | 3.35% | Add +1.4% | 161,547 | $4.8M |
| Summit Wealth Partners, LLC | 0.97% | Reduce -2.5% | 154,779 | $4.6M |
| Atria Investments, Inc | 0.06% | Add +7.5% | 151,863 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.3% | 149,516 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.4% | 144,805 | $4.3M |
| Gould Asset Management LLC | 1.01% | New | 141,405 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -37.3% | 151,337 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +4.7% | 131,305 | $3.9M |
| IFP Advisors, Inc | 0.17% | Add +3.8% | 130,412 | $3.8M |
| Royal Bank of Canada | 0.00% | Reduce -31.6% | 130,246 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -26.2% | 117,605 | $3.5M |
| Rise Advisors, LLC | 1.85% | Reduce -0.7% | 117,552 | $3.5M |
| Provident Co of the Employees of the Hebrew University LTD | 3.65% | — | 116,708 | $3.4M |
| Segment Wealth Management, LLC | 0.26% | Add +5.1% | 114,448 | $3.4M |
| Fermata Advisors, LLC | 0.75% | Reduce -1.6% | 113,058 | $3.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.5% | 111,900 | $3.3M |
| Pinnacle Financial Partners Inc | 0.07% | Add +8.6% | 110,456 | $3.3M |
| Stewardship Advisors, LLC | 1.11% | Reduce -0.8% | 110,385 | $3.3M |
| Robertson Stephens Wealth Management, LLC | 0.16% | New | 99,606 | $2.9M |
| Cedrus LLC | 1.48% | Add +10.3% | 92,253 | $2.7M |
| ETF Store, Inc. | 1.54% | Add +7.8% | 91,438 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -35.5% | 89,074 | $2.6M |
| Raymond James & Associates | 0.00% | Reduce -27.0% | 82,707 | $2.4M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +5.7% | 81,562 | $2.4M |
| Wealth Management Resources, Inc. | 0.66% | Add +17.2% | 80,521 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -1.3% | 76,065 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.42% | Add +30.0% | 75,619 | $2.2M |
| Smartleaf Asset Management LLC | 0.40% | Add +35.0% | 69,978 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +35.5% | 66,938 | $2.0M |
| Yoder Wealth Management, Inc. | 1.27% | Reduce -8.5% | 66,318 | $2.0M |
| Insight Advisors, LLC/ PA | 0.38% | Add +20.7% | 65,898 | $1.9M |
| Leo Wealth, LLC | 0.19% | Add +4.7% | 61,238 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -10.9% | 56,728 | $1.7M |
| Boston Financial Mangement LLC | 0.05% | Reduce -24.4% | 54,865 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.5% | 54,218 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +360.6% | 54,073 | $1.6M |
| XML Financial, LLC | 0.16% | Reduce -72.8% | 52,793 | $1.6M |
| Compound Planning, Inc. | 0.13% | Reduce -51.2% | 48,871 | $1.4M |
| Captrust Financial Advisors | 0.01% | Reduce -25.7% | 48,731 | $1.4M |
| Millennium Management | 0.00% | New | 48,642 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.63% | Reduce -10.1% | 47,556 | $1.4M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.13% | No change | 47,241 | $1.4M |
| Sowell Financial Services LLC | 0.07% | Reduce -2.5% | 46,852 | $1.4M |
| Montecito Bank & Trust | 0.28% | Add +11.5% | 46,675 | $1.4M |
| WealthShield Partners, LLC | 0.20% | Reduce -86.5% | 42,882 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.2% | 42,597 | $1.3M |
| Citadel Advisors | 0.00% | Add +132.1% | 42,059 | $1.2M |
| Drive Wealth Management, LLC | 0.34% | Add +20.2% | 41,583 | $1.2M |
| Bank of Nova Scotia | 0.00% | Reduce -9.0% | 40,340 | $1.2M |
| KLR Investment Advisors, LLC | 0.80% | Reduce -29.6% | 38,901 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Add +10.1% | 34,200 | $1.0M |
| Mendel Money Management | 0.46% | Add +14.1% | 33,632 | $991K |
| Exchange Capital Management, Inc. | 0.16% | Add +12.8% | 33,581 | $989K |
| EverSource Wealth Advisors, LLC | 0.07% | Add +23.1% | 31,891 | $934K |
| IHT Wealth Management, LLC | 0.04% | Reduce -11.8% | 30,774 | $907K |
"% of holder's portfolio" is XSOE's weight in each manager's 13F, not the share of Wisdmtree Emerg MKT Ex-St Ow the manager owns.