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 |
| Mayflower Financial Advisors, LLC | 0.13% | Reduce -1.3% | 26,116 | $863K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 25,974 | $861K |
| MML Investors Services, LLC | 0.00% | Add +67.3% | 26,049 | $860K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.1% | 25,637 | $847K |
| Strategic Financial Concepts, LLC | 0.27% | Reduce -96.6% | 25,246 | $834K |
| Mgo One Seven LLC | 0.04% | Reduce -14.3% | 25,167 | $831K |
| Oxinas Partners, LLC | 0.50% | Add +63.9% | 24,814 | $820K |
| Skyline Advisors, Inc. | 0.31% | Add +1.4% | 23,124 | $764K |
| Avestar Capital, LLC | 0.08% | Add +0.2% | 21,310 | $704K |
| Twin Peaks Wealth Advisors, LLC | 0.32% | Reduce -2.2% | 21,257 | $702K |
| Melone Private Wealth, LLC | 0.37% | Reduce -3.6% | 20,835 | $688K |
| Glen Eagle Advisors, LLC | 0.12% | Add +9.7% | 20,762 | $686K |
| Perigon Wealth Management, LLC | 0.02% | New | 20,608 | $681K |
| FSA Advisors, Inc. | 0.68% | Reduce -11.3% | 22,183 | $679K |
| N.E.W. Advisory Services LLC | 0.07% | Add +51.5% | 20,120 | $665K |
| Ellis Investment Partners, LLC | 0.13% | Add +8.2% | 19,492 | $644K |
| REDW Wealth LLC | 0.16% | Reduce -15.4% | 19,162 | $633K |
| First Financial Corp. | 0.29% | Add +17.6% | 18,098 | $598K |
| WealthShield Partners, LLC | 0.08% | Reduce -8.1% | 17,560 | $580K |
| RFG Advisory, LLC | 0.02% | Reduce -5.3% | 17,037 | $563K |
| Mengis Capital Management, Inc. | 0.11% | Reduce -4.6% | 16,896 | $558K |
| Harbour Investments, Inc. | 0.02% | Add +5.5% | 16,813 | $555K |
| Webster Bank, N. A. | 0.06% | No change | 16,345 | $540K |
| Western Wealth Management, LLC | 0.03% | Add +52.4% | 16,306 | $539K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.1% | 16,299 | $538K |
| Blackhawk Capital Partners, LLC | 0.28% | Reduce -1.6% | 15,979 | $528K |
| Compound Planning, Inc. | 0.03% | Reduce -48.2% | 15,909 | $525K |
| REAP Financial Group, LLC | 0.13% | Reduce -33.5% | 15,879 | $524K |
| Lanark Financial, Inc. | 0.04% | Add +1.9% | 15,829 | $522K |
| Comerica Bank | 0.00% | Add +0.5% | 15,735 | $520K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 15,654 | $517K |
| Herold Advisors, Inc. | 0.11% | No change | 15,533 | $513K |
| Cerity Partners LLC | 0.00% | New | 15,054 | $497K |
| Marshall Wace, LLP | 0.00% | Add +45.0% | 14,989 | $495K |
| MBE Wealth Management, LLC | 0.27% | No change | 14,961 | $494K |
| Financial Advocates Investment Management | 0.03% | Reduce -43.6% | 14,364 | $474K |
| Raymond James Trust N.A. | 0.01% | Reduce -5.3% | 14,269 | $471K |
| Keystone Financial Group | 0.06% | New | 13,998 | $462K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 13,630 | $450K |
| Corient Private Wealth LP | 0.00% | Add +4.8% | 13,000 | $429K |
| Security Financial Services, INC. | 0.09% | Reduce -1.0% | 12,855 | $425K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.6% | 12,789 | $422K |
| OMNI 360 Wealth, Inc. | 0.28% | Add +0.8% | 12,532 | $414K |
| CoreCap Advisors, LLC | 0.02% | Reduce -5.5% | 12,189 | $403K |
| Two Sigma Securities, LLC | 0.03% | New | 12,049 | $398K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -2.8% | 11,775 | $389K |
| Merit Financial Group, LLC | 0.01% | Add +0.2% | 11,291 | $373K |
| United Advisor Group, LLC | 0.08% | Reduce -8.1% | 11,054 | $365K |
| Ascentis Independent Advisors | 0.06% | Add +9.1% | 10,767 | $358K |
| Harbor Advisory Corp. | 0.12% | No change | 10,745 | $355K |
| Thrivent Financial for Lutherans | 0.00% | Add +14.9% | 10,685 | $353K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -11.3% | 10,471 | $346K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -13.7% | 10,164 | $336K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,142 | $335K |
| WealthPlan Investment Management, LLC | 0.03% | Add +5.2% | 9,802 | $324K |
| Chicago Partners Investment Group LLC | 0.01% | Add +13.5% | 9,837 | $320K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.0% | 10,189 | $319K |
| Procyon Advisors, LLC | 0.02% | Add +1.7% | 9,586 | $317K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,390 | $310K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -8.7% | 9,380 | $310K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -0.5% | 8,976 | $296K |
| Treynor Bancshares, Inc. | 0.30% | Reduce -4.9% | 8,833 | $292K |
| Integrity Financial Corp | 0.17% | Reduce -2.4% | 8,528 | $282K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +7.9% | 8,173 | $270K |
| Mason & Associates Inc | 0.07% | No change | 7,967 | $263K |
| AE Wealth Management LLC | 0.00% | New | 7,919 | $262K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -5.2% | 7,246 | $235K |
| Qube Research & Technologies Ltd | 0.00% | Add +4234.8% | 6,849 | $226K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.2% | 6,833 | $226K |
| Full Sail Capital, LLC | 0.01% | Reduce -0.5% | 6,820 | $225K |
| McLean Asset Management Corp | 0.07% | Add +0.5% | 6,422 | $218K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -12.8% | 6,400 | $211K |
| Hibernia Wealth Partners, LLC | 0.07% | New | 6,328 | $209K |
| Tompkins Financial Corp. | 0.02% | No change | 5,448 | $180K |
| Private Trust Co. NA | 0.02% | Reduce -18.5% | 4,614 | $152K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -1.8% | 4,290 | $138K |
| Key Financial Inc | 0.03% | Reduce -10.7% | 3,974 | $131K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.6% | 3,803 | $126K |
| FMR LLC | 0.00% | Reduce -15.6% | 3,663 | $121K |
| US Bancorp \de | 0.00% | Add +43.6% | 3,294 | $109K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 2,700 | $89K |
| BigSur Wealth Management LLC | 0.02% | New | 2,500 | $83K |
| Arlington Trust Co LLC | 0.02% | No change | 2,500 | $83K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,351 | $78K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -41.5% | 2,100 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.5% | 2,011 | $66K |
| Assetmark, Inc. | 0.00% | New | 1,935 | $64K |
| Highline Wealth Partners LLC | 0.02% | Reduce -25.7% | 1,851 | $61K |
| Cwm, LLC | 0.00% | Add +0.1% | 1,782 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1937.3% | 1,528 | $50K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +586.9% | 1,209 | $40K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 1,209 | $40K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,172 | $39K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +142.6% | 1,094 | $36K |
| WR Wealth Planners, LLC | 0.01% | Reduce -2.0% | 1,008 | $33K |
| Creative Financial Designs Inc. | 0.00% | Reduce -60.3% | 871 | $29K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.6% | 531 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 507 | $17K |
| Bank of Montreal | 0.00% | Add +100.4% | 481 | $16K |
| Spire Wealth Management | 0.00% | No change | 485 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 484 | $16K |
| Tucker Asset Management LLC | 0.00% | Reduce -3.3% | 440 | $15K |
| Concord Wealth Partners | 0.00% | No change | 269 | $9K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $9K |
| Investors Research Corp | 0.00% | No change | 260 | $9K |
| Peterson Financial Group, Inc. | 0.03% | New | 236 | $8K |
| Tidemark, LLC | 0.00% | Add +0.4% | 234 | $8K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 232 | $8K |
| Clear Point Advisors Inc. | 0.01% | No change | 225 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -8.9% | 205 | $7K |
| Covestor Ltd | 0.00% | Reduce -13.9% | 180 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 177 | $6K |
| Franklin Resources Inc. | 0.00% | No change | 165 | $5K |
| Aspire Wealth Management Corp | 0.00% | Reduce -2.4% | 161 | $5K |
| Addison Advisors LLC | 0.00% | No change | 150 | $5K |
| Clearstead Advisors, LLC | 0.00% | No change | 127 | $4K |
| NFSG Corp | 0.00% | Add +0.8% | 124 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 123 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -75.0% | 100 | $3K |
| BlackRock, Inc. | 0.00% | — | 87 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +50.0% | 66 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 65 | $2K |
| Clarity Asset Management, Inc. | 0.00% | No change | 61 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 55 | $2K |
| Allworth Financial LP | 0.00% | No change | 46 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 34 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 20 | $661 |
| Beacon Capital Management, LLC | 0.00% | No change | 14 | $462 |
| Financial Gravity Companies, Inc. | 0.00% | — | 4 | $132 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $132 |
"% 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.