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 |
| Financial Advocates Investment Management | 0.05% | Reduce -25.5% | 25,482 | $781K |
| Per Stirling Capital Management, LLC. | 0.12% | Add +29.6% | 25,276 | $774K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -2.2% | 24,394 | $747K |
| FSA Advisors, Inc. | 0.77% | No change | 25,004 | $737K |
| REAP Financial Group, LLC | 0.20% | Reduce -16.4% | 23,879 | $731K |
| Skyline Advisors, Inc. | 0.30% | Reduce -1.3% | 22,799 | $698K |
| REDW Wealth LLC | 0.18% | Reduce -0.7% | 22,641 | $693K |
| Twin Peaks Wealth Advisors, LLC | 0.33% | Reduce -1.7% | 21,730 | $666K |
| Melone Private Wealth, LLC | 0.39% | Reduce -1.5% | 21,605 | $662K |
| Avestar Capital, LLC | 0.07% | New | 21,272 | $652K |
| Afg Fiduciary Services Limited Partnership | 0.44% | Reduce -24.9% | 20,022 | $622K |
| WealthShield Partners, LLC | 0.09% | Reduce -55.4% | 19,113 | $585K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -14.1% | 18,925 | $580K |
| Ellis Investment Partners, LLC | 0.12% | Add +4.7% | 18,009 | $552K |
| RFG Advisory, LLC | 0.02% | Add +16.1% | 17,987 | $551K |
| Mengis Capital Management, Inc. | 0.11% | Reduce -3.2% | 17,712 | $543K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.3% | 16,651 | $510K |
| Webster Bank, N. A. | 0.05% | Reduce -2.6% | 16,345 | $501K |
| Blackhawk Capital Partners, LLC | 0.30% | Reduce -2.0% | 16,236 | $497K |
| Mutual Advisors, LLC | 0.01% | Reduce -17.1% | 16,137 | $490K |
| Harbour Investments, Inc. | 0.02% | Add +8.3% | 15,936 | $488K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 15,654 | $479K |
| Comerica Bank | 0.00% | Add +8.4% | 15,654 | $479K |
| MML Investors Services, LLC | 0.00% | Reduce -7.1% | 15,573 | $477K |
| Lanark Financial, Inc. | 0.04% | Add +10.8% | 15,541 | $476K |
| Herold Advisors, Inc. | 0.11% | Reduce -1.0% | 15,533 | $476K |
| First Financial Corp. | 0.24% | Add +11.7% | 15,389 | $471K |
| Oxinas Partners, LLC | 0.31% | Add +59.4% | 15,142 | $464K |
| Raymond James Trust N.A. | 0.01% | Reduce -13.5% | 15,069 | $462K |
| MBE Wealth Management, LLC | 0.28% | Reduce -0.3% | 14,961 | $458K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -50.3% | 13,689 | $419K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -4.3% | 13,277 | $407K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.5% | 12,999 | $398K |
| Security Financial Services, INC. | 0.09% | Add +32.6% | 12,986 | $398K |
| CoreCap Advisors, LLC | 0.04% | Reduce -22.9% | 12,897 | $395K |
| OMNI 360 Wealth, Inc. | 0.29% | Add +14.3% | 12,428 | $381K |
| Corient Private Wealth LP | 0.00% | Add +16.4% | 12,402 | $380K |
| PNC Financial Services Group, Inc. | 0.00% | New | 12,343 | $378K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -5.2% | 12,114 | $371K |
| United Advisor Group, LLC | 0.11% | New | 12,025 | $368K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.8% | 11,800 | $361K |
| Revolve Wealth Partners, LLC | 0.06% | Reduce -3.3% | 11,782 | $361K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.1% | 11,267 | $345K |
| Harbor Advisory Corp. | 0.11% | No change | 10,745 | $329K |
| Western Wealth Management, LLC | 0.02% | Add +1.9% | 10,700 | $328K |
| Marshall Wace, LLP | 0.00% | New | 10,334 | $317K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,727 | $315K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -1.4% | 10,268 | $314K |
| Cresset Asset Management, LLC | 0.00% | Add +1.4% | 10,142 | $311K |
| Ascentis Independent Advisors | 0.06% | — | 9,872 | $302K |
| Cabot Wealth Management Inc. | 0.04% | Reduce -39.4% | 9,622 | $295K |
| Procyon Advisors, LLC | 0.02% | Add +11.1% | 9,428 | $289K |
| Modera Wealth Management, LLC | 0.00% | Reduce -5.8% | 9,390 | $288K |
| WealthPlan Investment Management, LLC | 0.04% | Add +0.5% | 9,320 | $285K |
| Thrivent Financial for Lutherans | 0.00% | New | 9,300 | $285K |
| Treynor Bancshares, Inc. | 0.30% | Reduce -63.4% | 9,289 | $285K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -28.7% | 9,220 | $282K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -1.4% | 9,023 | $276K |
| Integrity Financial Corp | 0.17% | Reduce -48.9% | 8,737 | $268K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -13.1% | 8,664 | $262K |
| Mason & Associates Inc | 0.06% | Reduce -3.6% | 7,967 | $244K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -1.5% | 7,642 | $244K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.6% | 7,605 | $233K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -11.6% | 7,573 | $232K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.5% | 7,343 | $225K |
| Strategic Blueprint, LLC | 0.02% | Reduce -37.6% | 7,231 | $221K |
| Full Sail Capital, LLC | 0.01% | Reduce -6.7% | 6,856 | $210K |
| McLean Asset Management Corp | 0.07% | New | 6,391 | $203K |
| Private Trust Co. NA | 0.02% | No change | 5,660 | $173K |
| Tompkins Financial Corp. | 0.02% | Reduce -79.6% | 5,448 | $167K |
| Key Financial Inc | 0.03% | Add +68.2% | 4,450 | $136K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -0.8% | 4,369 | $134K |
| FMR LLC | 0.00% | Add +123.7% | 4,339 | $133K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.3% | 3,588 | $113K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +89.5% | 2,867 | $88K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 2,700 | $83K |
| Arlington Trust Co LLC | 0.02% | New | 2,500 | $77K |
| Highline Wealth Partners LLC | 0.03% | Reduce -14.2% | 2,491 | $76K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,351 | $72K |
| US Bancorp \de | 0.00% | Add +0.3% | 2,294 | $70K |
| Creative Financial Designs Inc. | 0.01% | Reduce -42.2% | 2,192 | $67K |
| Princeton Global Asset Management LLC | 0.01% | No change | 2,050 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -15.5% | 1,962 | $60K |
| Cwm, LLC | 0.00% | Add +0.1% | 1,780 | $55K |
| Larson Financial Group LLC | 0.00% | New | 1,204 | $37K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,172 | $36K |
| WR Wealth Planners, LLC | 0.01% | Reduce -31.8% | 1,029 | $32K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +0.4% | 1,004 | $31K |
| Bessemer Group Inc. | 0.00% | New | 961 | $29K |
| Strategic Financial Concepts, LLC | 0.01% | Add +2929.1% | 749,104 | $25K |
| Realta Investment Advisors | 0.00% | No change | 617 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 528 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | — | 507 | $16K |
| Spire Wealth Management | 0.00% | No change | 485 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 455 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -26.2% | 451 | $14K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 400 | $12K |
| HM Payson & Co. | 0.00% | New | 300 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 276 | $8K |
| Concord Wealth Partners | 0.00% | No change | 269 | $8K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $8K |
| Investors Research Corp | 0.00% | No change | 260 | $8K |
| Bank of Montreal | 0.00% | Reduce -99.9% | 240 | $7K |
| Tidemark, LLC | 0.00% | Add +0.4% | 233 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 232 | $7K |
| Clear Point Advisors Inc. | 0.01% | No change | 225 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 225 | $7K |
| Covestor Ltd | 0.00% | Add +13.6% | 209 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 176 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 176 | $5K |
| Camelot Portfolios, LLC | 0.00% | New | 175 | $5K |
| Aspire Wealth Management Corp | 0.00% | Reduce -38.2% | 165 | $5K |
| Franklin Resources Inc. | 0.00% | Add +4.4% | 165 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.6% | 158 | $5K |
| Addison Advisors LLC | 0.00% | Reduce -74.4% | 150 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 127 | $4K |
| NFSG Corp | 0.00% | Reduce -48.5% | 123 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 75 | $2K |
| Northwest Capital Management Inc | 0.00% | Reduce -66.0% | 65 | $2K |
| Clarity Asset Management, Inc. | 0.00% | Add +1.7% | 61 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 55 | $2K |
| Allworth Financial LP | 0.00% | No change | 46 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 20 | $613 |
| Beacon Capital Management, LLC | 0.00% | No change | 14 | $429 |
| Opal Wealth Advisors, LLC | 0.00% | No change | 11 | $337 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $123 |
| Gradient Investments LLC | 0.00% | New | 1 | $28 |
"% 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.