Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q3 2024 (September 30)230holders +2
16new positions
17sold out
1famous investor
$33.02avg. 13F price*
At the end of Q3 2024, 230 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, up 2 from Q2 2024. 16 opened new positions and 17 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($125.6M), Morgan Stanley ($111.4M) and Flow Traders U.S. LLC ($80.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdmtree Emerg MKT Ex-St Ow
- Filed as
- WISDOMTREE TR (Q3 2024)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $109.9M |
| Exits | 17 | $7.7M |
All 13F filers, Q2 2024 → Q3 2024: 7,112,939 shares bought and 2,411,196 shares sold, net +4,701,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.17% | No change | 3,801,546 | $125.6M |
| Morgan Stanley | 0.01% | Reduce -3.1% | 3,373,586 | $111.4M |
| Flow Traders U.S. LLC | 4.07% | New | 2,427,717 | $80.2M |
| Jane Street Group, LLC | 0.11% | Add +1484.6% | 2,062,925 | $68.1M |
| Bank of America Corp. | 0.01% | Reduce -0.3% | 2,030,416 | $67.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.53% | No change | 1,809,401 | $59.8M |
| Valmark Advisers, Inc. | 0.82% | Add +2.2% | 1,588,895 | $52.5M |
| UBS Group AG | 0.01% | Add +0.0% | 1,546,710 | $51.1M |
| LPL Financial LLC | 0.02% | Add +3.7% | 1,410,395 | $46.6M |
| OneDigital Investment Advisors LLC | 0.50% | Reduce -18.3% | 1,328,055 | $43.9M |
| Meitav Investment House Ltd. | 0.69% | No change | 1,250,123 | $41.3M |
| Susquehanna International Group, LLP | 0.07% | Add +440.3% | 1,226,117 | $40.5M |
| ESL Trust Services, LLC | 7.31% | Add +0.1% | 977,871 | $32.3M |
| Wells Fargo & Company | 0.01% | Add +4.2% | 945,661 | $31.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -4.2% | 870,944 | $28.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.96% | No change | 713,416 | $23.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.6% | 703,853 | $23.2M |
| Old Mission Capital LLC | 0.50% | Reduce -33.8% | 688,245 | $22.7M |
| Citadel Advisors | 0.02% | New | 571,601 | $18.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.30% | Add +5.3% | 525,795 | $17.4M |
| Warren Street Wealth Advisors, LLC | 6.82% | Add +4.6% | 498,466 | $16.5M |
| Townsquare Capital LLC | 0.18% | Add +81.2% | 449,271 | $14.8M |
| Stifel Financial Corp. | 0.01% | Reduce -4.4% | 424,181 | $14.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.6% | 388,693 | $12.8M |
| Howard Financial Services, LTD. | 1.82% | Reduce -4.3% | 381,533 | $12.6M |
| Transamerica Financial Advisors, LLC | 1.22% | Reduce -0.3% | 379,653 | $12.5M |
| Ameriprise Financial Inc. | 0.00% | Add +8.2% | 324,411 | $10.7M |
| Evermay Wealth Management LLC | 1.63% | Add +6.2% | 307,416 | $10.2M |
| Sweet Financial Partners, LLC | 2.17% | Add +2.0% | 303,997 | $10.0M |
| Pallas Capital Advisors LLC | 0.43% | Add +4.6% | 307,404 | $10.0M |
| American Financial & Tax Strategies Inc. | 4.93% | Reduce -0.3% | 294,218 | $9.7M |
| Marathon Mission, Inc. | 6.74% | Add +2.5% | 292,829 | $9.7M |
| Clearwater Capital Advisors, LLC | 0.92% | Add +6.3% | 286,641 | $9.5M |
| Lodestar Private Asset Management LLC | 1.18% | Add +0.2% | 279,356 | $9.2M |
| Invenio Wealth Partners LLC | 3.70% | Add +10.2% | 258,915 | $8.6M |
| Cetera Investment Advisers | 0.02% | Add +6.0% | 255,547 | $8.4M |
| Gould Asset Management LLC | 1.52% | Add +25.6% | 214,549 | $7.1M |
| Focus Partners Wealth | 0.02% | New | 214,324 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +94.3% | 213,714 | $7.1M |
| Sloy Dahl & Holst, LLC | 1.14% | Add +0.6% | 202,397 | $6.7M |
| Howard Bailey Securities, LLC | 2.49% | — | 199,335 | $6.6M |
| Goldstein Advisors, LLC | 0.97% | Add +10.2% | 193,435 | $6.4M |
| WESCAP Management Group, Inc. | 1.60% | Add +0.4% | 192,878 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.1% | 174,421 | $5.8M |
| Evergreen Private Wealth LLC | 2.62% | Add +1.7% | 171,086 | $5.7M |
| Betterment LLC | 0.01% | Reduce -0.3% | 169,667 | $5.6M |
| Refined Wealth Management | 4.26% | Add +2.0% | 167,305 | $5.5M |
| Stewardship Advisors, LLC | 1.55% | Reduce -0.0% | 166,737 | $5.5M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -3.0% | 160,557 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 146,307 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +5.4% | 140,013 | $4.6M |
| Atria Investments, Inc | 0.06% | Reduce -4.7% | 137,815 | $4.6M |
| Summit Wealth Partners, LLC | 0.87% | Reduce -6.7% | 136,869 | $4.5M |
| Rise Advisors, LLC | 2.08% | Add +6.2% | 131,559 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Add +11.2% | 128,904 | $4.3M |
| Pinnacle Financial Partners Inc | 0.08% | Add +4.5% | 126,498 | $4.2M |
| IFP Advisors, Inc | 0.15% | Reduce -2.4% | 126,472 | $4.2M |
| Fermata Advisors, LLC | 0.83% | Add +5.5% | 123,952 | $4.1M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.6% | 115,206 | $3.8M |
| Cedrus LLC | 1.30% | Add +9.5% | 106,393 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +14.4% | 95,395 | $3.2M |
| Wealth Management Resources, Inc. | 1.23% | Add +3.5% | 93,068 | $3.1M |
| SK Wealth Management, LLC | 1.57% | — | 99,418 | $3.1M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -10.8% | 88,588 | $2.9M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +3.7% | 84,687 | $2.8M |
| Premier Path Wealth Partners, LLC | 0.43% | Add +4.5% | 81,856 | $2.7M |
| Insight Advisors, LLC/ PA | 0.47% | Add +5.6% | 81,445 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 79,484 | $2.6M |
| Smartleaf Asset Management LLC | 0.29% | Add +1.7% | 70,647 | $2.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.5% | 70,399 | $2.3M |
| Yoder Wealth Management, Inc. | 1.23% | Reduce -5.2% | 62,128 | $2.0M |
| Leo Wealth, LLC | 0.17% | Add +1.8% | 57,661 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.3% | 56,646 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -25.0% | 54,314 | $1.8M |
| XML Financial, LLC | 0.15% | Reduce -2.6% | 50,239 | $1.7M |
| Drive Wealth Management, LLC | 0.42% | Add +9.4% | 49,183 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.9% | 49,009 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Add +0.9% | 48,836 | $1.6M |
| Koss-Olinger Consulting, LLC | 0.14% | Add +3.9% | 48,810 | $1.6M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.21% | No change | 47,241 | $1.6M |
| Montecito Bank & Trust | 0.26% | Reduce -0.9% | 46,041 | $1.5M |
| ETF Store, Inc. | 1.55% | Reduce -12.9% | 45,510 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.0% | 44,510 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -3.8% | 43,262 | $1.4M |
| Addison Capital Co | 0.55% | Add +8.2% | 41,608 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.4% | 41,574 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.53% | Reduce -12.6% | 40,038 | $1.3M |
| Legacy Financial Group LLC | 0.25% | Reduce -86.9% | 40,018 | $1.3M |
| Exchange Capital Management, Inc. | 0.20% | Add +11.7% | 38,669 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +3.2% | 37,581 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | Add +43.3% | 34,951 | $1.2M |
| Baldwin Wealth Partners LLC | 0.08% | New | 33,880 | $1.1M |
| Condor Capital Management | 0.10% | Add +3.3% | 32,558 | $1.1M |
| Boston Financial Mangement LLC | 0.03% | Reduce -21.1% | 32,040 | $1.1M |
| MAI Capital Management | 0.01% | Add +5.8% | 30,314 | $1.0M |
| Beckerman Institutional, LLC | 0.82% | — | 29,545 | $976K |
| IHT Wealth Management, LLC | 0.03% | Add +1.0% | 28,905 | $954K |
| Per Stirling Capital Management, LLC. | 0.13% | Add +10.9% | 28,024 | $926K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +2.0% | 26,816 | $886K |
| SFI Advisors, LLC | 0.63% | Reduce -3.6% | 26,681 | $881K |
"% 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.