We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80.4M +$27.6M +947,930 +40%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$72.7M +$21.6M +740,000 +33%
CI
3
Clal Insurance
Israel
$53.7M +$62.1M +2,131,316 +3,103%
GBBWRPM
4
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$47.2M +$5.04M +172,861 +10%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$45.8M – – –
Bank of America
6
Bank of America
North Carolina
$32.3M +$4.59M +157,525 +14%
WP
7
WealthPLAN Partners
Nebraska
$20.7M +$311K +10,685 +1%
LPL Financial
8
LPL Financial
California
$16.2M +$9.06M +310,971 +89%
BFG
9
Bouchey Financial Group
New York
$15.4M +$8.08M +277,405 +78%
CFIA
10
Cantor Fitzgerald Investment Advisors
New York
$12.8M +$15.2M +523,209 New
DCM
11
DeGreen Capital Management
Arizona
$12.7M +$15.1M +519,358 New
Wells Fargo
12
Wells Fargo
California
$12.4M +$13.2M +453,181 +800%
TF
13
Tompkins Financial
New York
$11.3M +$370K +12,686 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.2M +$1.54M +52,708 +14%
UBS Group
15
UBS Group
Switzerland
$10.1M +$5.77M +198,090 +92%
RIG
16
Roosevelt Investment Group
New York
$8.03M +$9.58M +328,826 New
ETS
17
ESL Trust Services
New York
$7.96M – – –
BRWA
18
B. Riley Wealth Advisors
Florida
$7.02M +$8.37M +287,435 New
WA
19
Waddell & Associates
Tennessee
$6.88M +$8.21M +281,945 New
WMG
20
WESCAP Management Group
California
$6.48M +$7.73M +265,340 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.13M +$1.2M +41,222 +20%
EC
22
Estate Counselors
Wisconsin
$6.03M +$7.19M +246,800 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.76M +$957K +32,837 +16%
Stifel Financial
24
Stifel Financial
Missouri
$5.56M -$229K -7,848 -3%
SWM
25
Segment Wealth Management
Texas
$4.47M +$4.8M +164,835 +900%
1
2 3 4