Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q2 2024 (June 30)228holders −5
17new positions
22sold out
$30.02avg. 13F price*
At the end of Q2 2024, 228 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, down 5 from Q1 2024. 17 opened new positions and 22 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($116.4M), Morgan Stanley ($106.6M) and Bank of America Corp. ($62.4M).
- Company
- Wisdmtree Emerg MKT Ex-St Ow
- Filed as
- WISDOMTREE TR (Q2 2024)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.7M |
| Exits | 22 | $20.7M |
All 13F filers, Q1 2024 → Q2 2024: 2,594,877 shares bought and 8,381,884 shares sold, net −5,787,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 228 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.19% | Reduce -21.2% | 3,801,546 | $116.4M |
| Morgan Stanley | 0.01% | Reduce -7.9% | 3,480,330 | $106.6M |
| Bank of America Corp. | 0.01% | Add +1.0% | 2,037,282 | $62.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.58% | No change | 1,809,401 | $55.4M |
| OneDigital Investment Advisors LLC | 0.62% | Add +105.0% | 1,625,076 | $49.8M |
| Valmark Advisers, Inc. | 0.81% | Reduce -1.2% | 1,554,205 | $47.6M |
| UBS Group AG | 0.01% | Add +0.6% | 1,546,491 | $47.4M |
| LPL Financial LLC | 0.02% | Reduce -3.8% | 1,360,144 | $41.7M |
| Meitav Investment House Ltd. | 0.68% | Reduce -8.3% | 1,250,123 | $38.3M |
| Old Mission Capital LLC | 0.83% | Reduce -65.7% | 1,038,817 | $31.8M |
| ESL Trust Services, LLC | 7.29% | Add +7.6% | 977,359 | $29.9M |
| Osaic Holdings, Inc. | 0.07% | Add +7.1% | 908,749 | $27.9M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 907,493 | $27.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.7% | 715,141 | $21.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.97% | No change | 713,416 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 522,199 | $16.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.34% | Add +4.7% | 499,281 | $15.3M |
| Warren Street Wealth Advisors, LLC | 7.28% | Add +2.5% | 476,701 | $14.6M |
| Stifel Financial Corp. | 0.02% | Reduce -18.8% | 443,633 | $13.6M |
| Howard Financial Services, LTD. | 2.00% | Add +8.1% | 398,710 | $12.2M |
| Transamerica Financial Advisors, LLC | 1.25% | No change | 380,932 | $11.7M |
| Legacy Financial Group LLC | 1.84% | Reduce -52.5% | 304,689 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 299,851 | $9.2M |
| Pallas Capital Advisors LLC | 0.41% | Add +5.0% | 293,832 | $9.1M |
| Sweet Financial Partners, LLC | 2.09% | Add +2.3% | 298,035 | $9.1M |
| American Financial & Tax Strategies Inc. | 4.76% | Add +1.0% | 295,040 | $9.0M |
| Evermay Wealth Management LLC | 1.42% | Add +0.1% | 289,537 | $8.9M |
| Marathon Mission, Inc. | 6.63% | Add +6.0% | 285,639 | $8.7M |
| Lodestar Private Asset Management LLC | 1.18% | Reduce -0.3% | 278,797 | $8.5M |
| Clearwater Capital Advisors, LLC | 0.88% | Add +3.5% | 269,705 | $8.3M |
| Townsquare Capital LLC | 0.10% | Add +950.2% | 248,014 | $7.6M |
| Cetera Investment Advisers | 0.02% | Add +19.0% | 241,207 | $7.4M |
| Invenio Wealth Partners LLC | 3.57% | Add +10.6% | 234,872 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -68.4% | 226,928 | $7.0M |
| Buckingham Strategic Wealth, LLC | 0.07% | Reduce -1.8% | 218,351 | $6.7M |
| Sloy Dahl & Holst, LLC | 1.29% | Reduce -1.0% | 201,132 | $6.2M |
| WESCAP Management Group, Inc. | 1.67% | Add +0.7% | 192,125 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -16.8% | 181,884 | $5.6M |
| Goldstein Advisors, LLC | 0.90% | Add +7.9% | 175,571 | $5.4M |
| Gould Asset Management LLC | 1.21% | Add +20.8% | 170,835 | $5.2M |
| Betterment LLC | 0.01% | Add +1.7% | 170,106 | $5.2M |
| Evergreen Private Wealth LLC | 2.54% | Add +1.7% | 168,255 | $5.2M |
| Stewardship Advisors, LLC | 1.69% | Add +51.1% | 166,807 | $5.1M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +9.4% | 165,605 | $5.1M |
| Refined Wealth Management | 3.87% | Add +1.5% | 164,034 | $5.0M |
| Summit Wealth Partners, LLC | 0.93% | Reduce -5.2% | 146,761 | $4.5M |
| Atria Investments, Inc | 0.06% | Reduce -4.8% | 144,655 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 143,691 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +1.1% | 132,809 | $4.1M |
| Jane Street Group, LLC | 0.00% | Reduce -93.9% | 130,185 | $4.0M |
| IFP Advisors, Inc | 0.16% | Reduce -0.6% | 129,594 | $4.0M |
| Rise Advisors, LLC | 2.01% | Add +5.4% | 123,924 | $3.8M |
| Pinnacle Financial Partners Inc | 0.08% | Add +9.6% | 121,060 | $3.7M |
| Segment Wealth Management, LLC | 0.27% | Add +4.2% | 119,284 | $3.7M |
| Fermata Advisors, LLC | 0.83% | Add +4.0% | 117,551 | $3.6M |
| D.A. Davidson & Co. | 0.03% | Add +4.6% | 117,022 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.4% | 115,932 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -15.6% | 109,991 | $3.4M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Reduce -0.3% | 99,258 | $3.0M |
| Cedrus LLC | 1.49% | Add +5.4% | 97,194 | $3.0M |
| Wealth Management Resources, Inc. | 1.18% | Add +11.7% | 89,911 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Add +24.6% | 83,417 | $2.6M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +0.1% | 81,667 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -3.4% | 79,933 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.41% | Add +3.6% | 78,317 | $2.4M |
| Insight Advisors, LLC/ PA | 0.43% | Add +17.1% | 77,154 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -4.8% | 72,437 | $2.2M |
| Smartleaf Asset Management LLC | 0.35% | Reduce -0.7% | 69,471 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -23.1% | 68,533 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +20.7% | 65,458 | $2.0M |
| Yoder Wealth Management, Inc. | 1.30% | Reduce -1.2% | 65,518 | $2.0M |
| Leo Wealth, LLC | 0.18% | Reduce -7.5% | 56,666 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -64.8% | 52,653 | $1.6M |
| ETF Store, Inc. | 1.65% | Reduce -42.8% | 52,275 | $1.6M |
| XML Financial, LLC | 0.16% | Reduce -2.3% | 51,589 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -14.7% | 48,409 | $1.5M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.17% | No change | 47,241 | $1.4M |
| Koss-Olinger Consulting, LLC | 0.13% | New | 46,987 | $1.4M |
| Montecito Bank & Trust | 0.29% | Reduce -0.4% | 46,475 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.60% | Reduce -3.6% | 45,826 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -7.7% | 44,976 | $1.4M |
| Drive Wealth Management, LLC | 0.37% | Add +8.1% | 44,956 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.9% | 42,792 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.0% | 41,740 | $1.3M |
| Boston Financial Mangement LLC | 0.04% | Reduce -26.0% | 40,584 | $1.2M |
| Addison Capital Co | 0.51% | Add +247.0% | 38,449 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +14.1% | 36,401 | $1.1M |
| Mendel Money Management | 0.50% | Add +3.8% | 34,914 | $1.1M |
| Exchange Capital Management, Inc. | 0.17% | Add +3.1% | 34,617 | $1.1M |
| Condor Capital Management | 0.09% | Add +3.8% | 31,523 | $966K |
| Compound Planning, Inc. | 0.07% | Reduce -37.2% | 30,688 | $940K |
| Gsa Capital Partners LLP | 0.06% | New | 29,634 | $908K |
| Mgo One Seven LLC | 0.04% | Reduce -85.2% | 29,355 | $899K |
| MAI Capital Management | 0.01% | Reduce -0.5% | 28,661 | $878K |
| IHT Wealth Management, LLC | 0.03% | Reduce -7.0% | 28,611 | $874K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.8% | 27,938 | $856K |
| SFI Advisors, LLC | 0.65% | Reduce -4.0% | 27,685 | $848K |
| Mayflower Financial Advisors, LLC | 0.13% | Reduce -5.0% | 26,465 | $811K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +1.1% | 26,290 | $805K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -89.1% | 25,922 | $794K |
"% 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.