Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q4 2024 (December 31)229holders −1
10new positions
21sold out
2famous investors
$30.48avg. 13F price*
At the end of Q4 2024, 229 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, down 1 from Q3 2024. 10 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($107.5M), Bank of America Corp. ($60.4M) and Clal Insurance Enterprises Holdings Ltd ($55.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Wisdmtree Emerg MKT Ex-St Ow
- Filed as
- WISDOMTREE TR (Q4 2024)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.1M |
| Exits | 21 | $129.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,639,956 shares bought and 11,839,070 shares sold, net −10,199,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| Morgan Stanley | 0.01% | Add +4.5% | 3,526,624 | $107.5M |
| Bank of America Corp. | 0.01% | Reduce -2.4% | 1,981,983 | $60.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.50% | No change | 1,809,401 | $55.2M |
| Valmark Advisers, Inc. | 0.78% | Add +3.5% | 1,643,922 | $50.1M |
| UBS Group AG | 0.01% | Reduce -0.5% | 1,538,297 | $46.9M |
| LPL Financial LLC | 0.02% | Add +7.4% | 1,514,887 | $46.2M |
| OneDigital Investment Advisors LLC | 0.48% | Add +2.3% | 1,358,764 | $41.4M |
| Meitav Investment House Ltd. | 0.61% | Reduce -5.5% | 1,181,001 | $36.0M |
| ESL Trust Services, LLC | 6.64% | Add +0.0% | 977,957 | $29.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.8% | 787,211 | $24.0M |
| Wells Fargo & Company | 0.01% | Reduce -24.5% | 714,196 | $21.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.72% | No change | 713,416 | $21.8M |
| Townsquare Capital LLC | 0.19% | Add +22.8% | 551,560 | $16.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.09% | Add +4.7% | 550,324 | $16.8M |
| Warren Street Wealth Advisors, LLC | 6.40% | Add +2.7% | 511,740 | $15.6M |
| Flow Traders U.S. LLC | 0.53% | Reduce -82.2% | 432,658 | $13.2M |
| Stifel Financial Corp. | 0.01% | Reduce -9.7% | 382,948 | $11.7M |
| Transamerica Financial Advisors, LLC | 1.12% | Reduce -1.8% | 372,948 | $11.4M |
| Howard Financial Services, LTD. | 1.45% | Reduce -8.2% | 350,160 | $10.7M |
| Evermay Wealth Management LLC | 1.54% | Add +8.7% | 334,120 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 325,310 | $9.9M |
| Clearwater Capital Advisors, LLC | 0.97% | Add +13.0% | 323,840 | $9.9M |
| Pallas Capital Advisors LLC | 0.40% | Add +0.1% | 307,568 | $9.4M |
| Cwm, LLC | 0.04% | Add +16904.9% | 303,028 | $9.2M |
| Marathon Mission, Inc. | 6.28% | Add +3.4% | 302,802 | $9.2M |
| Wealth Management Resources, Inc. | 3.37% | Add +222.2% | 299,859 | $9.1M |
| American Financial & Tax Strategies Inc. | 4.71% | Add +1.3% | 297,930 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -66.7% | 289,687 | $8.8M |
| Lodestar Private Asset Management LLC | 1.07% | Add +0.8% | 281,725 | $8.6M |
| Invenio Wealth Partners LLC | 3.52% | Add +6.5% | 275,692 | $8.4M |
| Cetera Investment Advisers | 0.02% | Reduce -0.2% | 255,051 | $7.8M |
| Gould Asset Management LLC | 1.52% | Add +10.7% | 237,389 | $7.2M |
| Citadel Advisors | 0.01% | Reduce -59.0% | 234,130 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 222,521 | $6.8M |
| Focus Partners Wealth | 0.02% | Reduce -2.6% | 208,712 | $6.4M |
| Howard Bailey Securities, LLC | 2.32% | Add +2.9% | 205,038 | $6.2M |
| Goldstein Advisors, LLC | 0.90% | Add +5.2% | 203,459 | $6.2M |
| Sloy Dahl & Holst, LLC | 0.78% | Reduce -0.3% | 201,792 | $6.2M |
| WESCAP Management Group, Inc. | 1.40% | Reduce -1.8% | 189,506 | $5.8M |
| Betterment LLC | 0.01% | Add +7.5% | 182,485 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 175,969 | $5.4M |
| Evergreen Private Wealth LLC | 2.45% | Add +0.4% | 171,758 | $5.2M |
| Refined Wealth Management | 3.86% | Reduce -0.6% | 166,390 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +19.3% | 164,449 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +4.8% | 146,809 | $4.5M |
| IFP Advisors, Inc | 0.14% | Add +9.6% | 138,599 | $4.2M |
| Pinnacle Financial Partners Inc | 0.08% | Add +4.8% | 132,519 | $4.0M |
| Arax Advisory Partners | 0.25% | New | 129,068 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Add +0.1% | 129,046 | $3.9M |
| Raymond James Financial Inc. | 0.00% | — | 128,022 | $3.9M |
| Summit Wealth Partners, LLC | 0.77% | Reduce -10.1% | 123,038 | $3.8M |
| Rise Advisors, LLC | 1.80% | Reduce -6.6% | 122,855 | $3.7M |
| Defined Financial Planning LLC | 3.98% | — | 122,202 | $3.7M |
| Fermata Advisors, LLC | 0.67% | Reduce -4.7% | 118,177 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.1% | 116,240 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Add +0.1% | 115,350 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +17.8% | 112,337 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.4% | 103,227 | $3.1M |
| SK Wealth Management, LLC | 1.55% | Add +0.4% | 99,805 | $3.0M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +6.4% | 90,128 | $2.7M |
| Insight Advisors, LLC/ PA | 0.46% | Add +7.0% | 87,131 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -5.7% | 83,561 | $2.5M |
| Premier Path Wealth Partners, LLC | 0.38% | Add +0.3% | 82,143 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -96.2% | 78,517 | $2.4M |
| Old Mission Capital LLC | 0.05% | Reduce -89.0% | 75,702 | $2.3M |
| Smartleaf Asset Management LLC | 0.23% | Add +2.9% | 72,690 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.4% | 70,657 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -57.4% | 68,465 | $2.1M |
| Independent Advisor Alliance | 0.02% | New | 61,594 | $1.9M |
| Yoder Wealth Management, Inc. | 1.02% | Reduce -2.1% | 60,831 | $1.9M |
| Leo Wealth, LLC | 0.16% | Add +2.0% | 58,805 | $1.8M |
| Bison Wealth, LLC | 0.19% | — | 51,501 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -6.1% | 51,000 | $1.6M |
| Drive Wealth Management, LLC | 0.38% | Add +2.2% | 50,279 | $1.5M |
| Koss-Olinger Consulting, LLC | 0.13% | Add +0.8% | 49,203 | $1.5M |
| Journey Strategic Wealth LLC | 0.06% | Add +40.6% | 49,160 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.6% | 48,070 | $1.5M |
| XML Financial, LLC | 0.13% | Reduce -5.3% | 47,565 | $1.4M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.24% | No change | 47,241 | $1.4M |
| Addison Capital Co | 0.57% | Add +12.6% | 46,850 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.4% | 45,891 | $1.4M |
| Montecito Bank & Trust | 0.23% | Reduce -3.6% | 44,404 | $1.4M |
| Exchange Capital Management, Inc. | 0.21% | Add +9.8% | 42,442 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +10.7% | 41,605 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.1% | 40,286 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.45% | Reduce -4.9% | 38,079 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -15.6% | 36,496 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +24.0% | 34,760 | $1.1M |
| Condor Capital Management | 0.09% | Add +4.0% | 33,863 | $1.0M |
| MAI Capital Management | 0.01% | Add +7.5% | 32,598 | $994K |
| Stewardship Advisors, LLC | 0.28% | Reduce -80.5% | 32,544 | $992K |
| Integrated Wealth Concepts LLC | 0.01% | Add +21.1% | 31,054 | $947K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -30.9% | 30,773 | $938K |
| Grove Street Fiduciary, LLC | 0.49% | — | 30,636 | $934K |
| Skyline Advisors, Inc. | 0.36% | Add +30.0% | 30,064 | $916K |
| Beckerman Institutional, LLC | 0.72% | Reduce -0.6% | 29,379 | $895K |
| Oxinas Partners, LLC | 0.52% | Add +16.7% | 28,953 | $882K |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.8% | 28,671 | $874K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +4.4% | 28,003 | $854K |
| Avestar Capital, LLC | 0.07% | Add +21.5% | 25,898 | $790K |
"% 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.