XSOE Institutional Ownership
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
1W: -0.6%
1M: -0.2%
3M: -1.9%
YTD: +18.5%
1Y: +24.0%
3Y: +83.8%
5Y: +34.5%
$47.45
+0.64 (+1.37%)
Weekly Expected Move ±3.2%
$44
$46
$47
$49
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XSOE
251
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
22
New Positions
73
Increased
113
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (269 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,953,394 | $140M | -32,365 | -1.1% | 34Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,777,872 | $84M | -74,170 | -4.0% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,614,270 | $77M | +404,156 | +33.4% | 36Q | SEC ↗ |
| 4 | Valmark Advisers, Inc. | 1,511,642 | $72M | -129,224 | -7.9% | 26Q | SEC ↗ |
| 5 | STATE OF WISCONSIN INVESTMENT BOARD | 1,408,892 | $67M | — | +0.0% | 6Q | SEC ↗ |
| 6 | UBS Group AG | 1,393,826 | $66M | -39,011 | -2.7% | 34Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 1,048,200 | $50M | -210,144 | -16.7% | 29Q | SEC ↗ |
| 8 | ESL Trust Services, LLC | 958,864 | $45M | +72 | +0.0% | 27Q | SEC ↗ |
| 9 | Sixth Street Partners Management Compa NEW | 652,209 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 652,209 | $31M | -24,227 | -3.6% | 15Q | SEC ↗ |
| 11 | HighPoint Advisor Group LLC | 592,603 | $28M | +161,435 | +37.4% | 3Q | SEC ↗ |
| 12 | OneDigital Investment Advisors LLC | 586,910 | $28M | -12,530 | -2.1% | 16Q | SEC ↗ |
| 13 | Warren Street Wealth Advisors, LLC | 537,433 | $26M | -5,525 | -1.0% | 19Q | SEC ↗ |
| 14 | Pallas Capital Advisors LLC | 525,395 | $25M | +32,729 | +6.6% | 16Q | SEC ↗ |
| 15 | Marathon Mission, Inc. | 511,198 | $24M | +3,042 | +0.6% | 13Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 480,219 | $23M | +327,067 | +213.6% | 13Q | SEC ↗ |
| 17 | MEITAV INVESTMENT HOUSE LTD | 418,672 | $20M | -158,590 | -27.5% | 22Q | SEC ↗ |
| 18 | HOWARD FINANCIAL SERVICES, LTD. | 372,715 | $18M | +35,882 | +10.7% | 26Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 313,863 | $15M | -112,932 | -26.5% | 26Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 294,864 | $14M | -24,634 | -7.7% | 14Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 283,853 | $13M | -1,364 | -0.5% | 31Q | SEC ↗ |
| 22 | Transamerica Financial Advisors, LLC | 265,023 | $13M | -64,754 | -19.6% | 20Q | SEC ↗ |
| 23 | WEALTH MANAGEMENT RESOURCES, INC. | 257,460 | $12M | -58,999 | -18.6% | 19Q | SEC ↗ |
| 24 | CWM, LLC | 256,848 | $12M | -3,808 | -1.5% | 18Q | SEC ↗ |
| 25 | INVENIO WEALTH PARTNERS LLC | 249,481 | $12M | -61 | -0.0% | 12Q | SEC ↗ |
| 26 | AMERICAN FINANCIAL & TAX STRATEGIES IN | 243,709 | $12M | -1,541 | -0.6% | 11Q | SEC ↗ |
| 27 | MGO ONE SEVEN LLC | 241,520 | $11M | +27,197 | +12.7% | 16Q | SEC ↗ |
| 28 | Sloy Dahl & Holst, LLC | 233,875 | $11M | +5,199 | +2.3% | 13Q | SEC ↗ |
| 29 | Goldstein Advisors, LLC | 226,328 | $11M | -4,012 | -1.7% | 15Q | SEC ↗ |
| 30 | AMERIPRISE FINANCIAL INC | 224,459 | $11M | -4,690 | -2.0% | 16Q | SEC ↗ |
| 31 | GOULD ASSET MANAGEMENT LLC /CA | 221,964 | $11M | -23,480 | -9.6% | 10Q | SEC ↗ |
| 32 | Arax Advisory Partners | 220,764 | $10M | +14,308 | +6.9% | 3Q | SEC ↗ |
| 33 | Elwood & Goetz Wealth Advisory Group, | 194,788 | $9M | -424,287 | -68.5% | 24Q | SEC ↗ |
| 34 | WESCAP Management Group, Inc. | 183,570 | $9M | -2,930 | -1.6% | 26Q | SEC ↗ |
| 35 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 178,086 | $8M | -27,095 | -13.2% | 15Q | SEC ↗ |
| 36 | Pinnacle Financial Partners, Inc. | 176,341 | $8M | +6,379 | +3.8% | 3Q | SEC ↗ |
| 37 | Evergreen Private Wealth LLC | 164,755 | $8M | -3,983 | -2.4% | 11Q | SEC ↗ |
| 38 | Stratos Wealth Partners, LTD. | 162,840 | $8M | +2,042 | +1.3% | 25Q | SEC ↗ |
| 39 | Focus Partners Wealth | 157,261 | $7M | -5,786 | -3.5% | 8Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC NEW | 141,540 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Encompass More Asset Management | 139,500 | $7M | +7,178 | +5.4% | 4Q | SEC ↗ |
| 42 | Addison Capital Co | 136,849 | $6M | +4,962 | +3.8% | 10Q | SEC ↗ |
| 43 | Betterment LLC | 134,574 | $6M | -42,344 | -23.9% | 19Q | SEC ↗ |
| 44 | IFP Advisors, Inc | 127,200 | $6M | -2,106 | -1.6% | 28Q | SEC ↗ |
| 45 | SENTINEL WEALTH MANAGEMENT, INC. | 120,549 | $6M | +1,889 | +1.6% | 5Q | SEC ↗ |
| 46 | D.A. DAVIDSON & CO. | 114,908 | $5M | -291 | -0.3% | 25Q | SEC ↗ |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 110,258 | $5M | -3,248 | -2.9% | 31Q | SEC ↗ |
| 48 | Atria Investments, Inc | 110,106 | $5M | -52,007 | -32.1% | 14Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 108,936 | $5M | +24,099 | +28.4% | 15Q | SEC ↗ |
| 50 | Kranot Hishtalmut Le Morim Ve Gananot | 104,763 | $5M | -158,490 | -60.2% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 652,209 | $31M |
| JANE STREET GROUP, LLC | 141,540 | $7M |
| FIDUCIARY FINANCIAL ADVISORS | 47,696 | $2M |
| Keel Point, LLC | 33,348 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 11,988 | $569K |
| Impact Capital Partners LLC | 6,242 | $296K |
| PARK AVENUE SECURITIES LLC | 5,138 | $244K |
| Refined Wealth Management | 4,570 | $217K |
| CROBAN | 4,555 | $216K |
| Cyndeo Wealth Partners, LLC | 4,547 | $216K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,077 | $99K |
| Ameritas Advisory Services, LLC | 1,000 | $47K |
| Russell Investments Group, Ltd. | 861 | $41K |
| Institute for Wealth Management, LL | 650 | $31K |
| Concord Wealth Partners | 253 | $12K |
| Ashton Thomas Private Wealth, LLC | 210 | $10K |
| Global Retirement Partners, LLC | 210 | $10K |
| JONES FINANCIAL COMPANIES LLLP | 83 | $4K |
| Planning Strategies Inc. | 31 | $1K |
| Main Street Group, LTD | 9 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bank of New York Mellon Corp | 202,510 | $10M |
| B. Riley Wealth Advisors, Inc. | 111,542 | $5M |
| Insight Advisors, LLC/ PA | 99,595 | $5M |
| GOLDMAN SACHS GROUP INC | 94,410 | $4M |
| FLOW TRADERS U.S. LLC | 75,478 | $4M |
| OLD MISSION CAPITAL LLC | 50,553 | $2M |
| Concurrent Investment Advisors, LLC | 50,423 | $2M |
| Mivtachim The Workers Social Insura | 47,241 | $2M |
| &PARTNERS | 36,663 | $2M |
| Koss-Olinger Consulting, LLC | 29,262 | $1M |
| Independent Advisor Alliance | 21,501 | $1M |
| Ascentis Independent Advisors | 19,650 | $932K |
| WealthShield Partners, LLC | 13,104 | $622K |
| Janney Montgomery Scott LLC | 6,136 | $291K |
| Foundations Investment Advisors, LL | 5,587 | $265K |
| Qube Research & Technologies Ltd | 909 | $43K |
| Darwin Wealth Management, LLC | 628 | $30K |
| SageView Advisory Group, LLC | 338 | $16K |
| Blue Trust, Inc. | 246 | $12K |
| Camelot Portfolios, LLC | 194 | $9K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Grou | -424,287 | -68.5% | 194,788 |
| WELLS FARGO & COMPANY/MN | -210,144 | -16.7% | 1,048,200 |
| MEITAV INVESTMENT HOUSE LTD | -158,590 | -27.5% | 418,672 |
| Kranot Hishtalmut Le Morim Ve Ganan | -158,490 | -60.2% | 104,763 |
| Valmark Advisers, Inc. | -129,224 | -7.9% | 1,511,642 |
| OSAIC HOLDINGS, INC. | -112,932 | -26.5% | 313,863 |
| BANK OF AMERICA CORP /DE | -74,170 | -4.0% | 1,777,872 |
| Merit Financial Group, LLC | -69,894 | -51.1% | 66,955 |
| Transamerica Financial Advisors, LL | -64,754 | -19.6% | 265,023 |
| WEALTH MANAGEMENT RESOURCES, INC. | -58,999 | -18.6% | 257,460 |
| Private Advisor Group, LLC | -55,969 | -53.0% | 49,618 |
| Atria Investments, Inc | -52,007 | -32.1% | 110,106 |
| Betterment LLC | -42,344 | -23.9% | 134,574 |
| Mariner, LLC | -41,681 | -34.4% | 79,500 |
| EVERMAY WEALTH MANAGEMENT LLC | -39,216 | -30.6% | 88,858 |
| UBS Group AG | -39,011 | -2.7% | 1,393,826 |
| MORGAN STANLEY | -32,365 | -1.1% | 2,953,394 |
| LODESTAR PRIVATE ASSET MANAGEMENT L | -27,095 | -13.2% | 178,086 |
| Cetera Investment Advisers | -24,634 | -7.7% | 294,864 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -24,227 | -3.6% | 652,209 |