WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) Institutional Ownership $32.96 +0.12 (+0.37%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (NYSEARCA:XSOE)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$88.62MNumber ofInstitutional Sellers(last 12 months)21TotalInstitutional Outflows(last 12 months)$46.64M Get XSOE Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data XSOE Institutional Buying and Selling by Quarter WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 Integrated Wealth Concepts LLC31,398$969K0.0%+1.1%0.058% 5/15/2025 OLD Mission Capital LLC166,785$5.15M0.1%+120.3%0.310% 5/13/2025 EverSource Wealth Advisors LLC41,034$1.27M0.1%-1.4%0.076% 5/13/2025 Clal Insurance Enterprises Holdings Ltd1,360,000$41.98M0.4%-24.8%2.528% 5/12/2025 ESL Trust Services LLC977,457$30.17M6.8%-0.1%1.817% 5/8/2025 Mengis Capital Management Inc.16,107$497K0.1%-3.0%0.030% 5/1/2025 Gould Asset Management LLC CA234,707$7.25M1.5%-1.1%0.436% 4/29/2025 Bank of New York Mellon Corp132,352$4.09M0.0%+17.8%0.246% 4/23/2025 Western Wealth Management LLC8,194$253K0.0%-9.3%0.015% 4/16/2025 Twin Peaks Wealth Advisors LLC12,217$366K0.2%-35.2%0.023% Get the Latest News and Ratings for XSOE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree Emerging Markets ex-State-Owned Enterprises Fund and its competitors with MarketBeat's FREE daily newsletter. 4/14/2025 Farther Finance Advisors LLC4,091$127K0.0%+73.4%0.008% 4/10/2025 First Financial Corp IN24,223$748K0.4%+13.8%0.045% 4/9/2025 NBC Securities Inc.27,683$854K0.1%+172,918.8%0.051% 2/17/2025 Captrust Financial Advisors36,496$1.11M0.0%-15.6%0.055% 2/17/2025 Ameriprise Financial Inc.325,310$9.92M0.0%+0.3%0.490% 2/14/2025 Integrated Wealth Concepts LLC31,054$947K0.0%+21.1%0.047% 2/13/2025 Keystone Financial Group12,782$390K0.0%N/A0.019% 2/12/2025 Invenio Wealth Partners LLC275,692$8.40M3.5%+6.5%0.415% 2/12/2025 OLD Mission Capital LLC75,702$2.31M0.0%-89.0%0.114% 2/12/2025 JPMorgan Chase & Co.116,240$3.54M0.0%-70.1%0.175% 2/10/2025 Farther Finance Advisors LLC2,359$72K0.0%+17.3%0.004% 2/10/2025 EverSource Wealth Advisors LLC41,605$1.27M0.1%+10.7%0.063% 2/6/2025 SBI Securities Co. Ltd.4,767$145K0.0%N/A0.007% 2/4/2025 Exchange Capital Management Inc.42,442$1.29M0.2%+9.8%0.064% 2/4/2025 Twin Peaks Wealth Advisors LLC18,841$574K0.2%-11.4%0.028% 2/4/2025 Bank of New York Mellon Corp112,337$3.42M0.0%+17.8%0.169% 1/23/2025 Fifth Third Securities Inc.14,323$437K0.0%+21.6%0.022% 1/21/2025 Montecito Bank & Trust44,404$1.35M0.2%-3.6%0.067% 1/15/2025 Tompkins Financial Corp5,062$154K0.0%-7.1%0.008% 1/13/2025 First Financial Corp IN21,293$649K0.3%+17.7%0.032% 1/10/2025 Highline Wealth Partners LLC1,160$35K0.0%-37.3%0.002% 1/7/2025 Rise Advisors LLC122,855$3.75M1.8%-6.6%0.185% 12/26/2024 JPMorgan Chase & Co.388,693$12.84M0.0%-25.6%0.585% 11/14/2024 Flow Traders U.S. LLC2,427,717$80.19M4.1%N/A3.656% 11/14/2024 Captrust Financial Advisors43,262$1.43M0.0%-3.8%0.065% 11/13/2024 Private Trust Co. NA4,614$152K0.0%-18.5%0.007% 11/7/2024 MAI Capital Management30,314$1.00M0.0%+5.8%0.046% 11/6/2024 Mengis Capital Management Inc.16,896$558K0.1%-4.6%0.025% 11/5/2024 Prime Capital Investment Advisors LLC8,173$270K0.0%+7.9%0.012% 11/2/2024 ESL Trust Services LLC977,871$32.30M7.3%+0.1%1.473% URGENT: Someone's Moving Gold Out of London... (Ad)People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold. Go here to learn about my Top Four picks for the coming bull mania.10/31/2024 Montecito Bank & Trust46,041$1.52M0.3%-0.9%0.069% 10/30/2024 United Advisor Group LLC11,054$365K0.1%-8.1%0.017% 10/28/2024 Creative Financial Designs Inc. ADV871$29K0.0%-60.3%0.001% 10/25/2024 Highline Wealth Partners LLC1,851$61K0.0%N/A0.003% 10/11/2024 Rise Advisors LLC131,559$4.35M2.1%+6.2%0.198% 8/14/2024 Marshall Wace LLP10,334$317K0.0%N/A0.016% 8/14/2024 EverSource Wealth Advisors LLC36,401$1.13M0.1%+14.1%0.055% 7/31/2024WR Wealth Planners LLC1,029$32K0.0%-31.8%0.002% 7/27/2024 Strategic Blueprint LLC7,231$221K0.0%-37.6%0.011% 7/26/2024 Bank of New York Mellon Corp83,417$2.56M0.0%+24.6%0.126% 7/23/2024 Exchange Capital Management Inc.34,617$1.06M0.2%+3.1%0.052% 7/15/2024 Fifth Third Securities Inc.12,114$371K0.0%-5.2%0.018% 7/12/2024 Webster Bank N. A.16,345$501K0.1%-2.6%0.025% 7/11/2024 First Financial Corp IN15,389$471K0.2%+11.7%0.023% 7/9/2024 Rise Advisors LLC123,924$3.80M2.0%+5.4%0.187% 6/11/2024 EverSource Wealth Advisors LLC31,891$934K0.1%+23.1%0.048% 5/17/2024 Comerica Bank14,439$425K0.0%+22.3%0.022% 5/14/2024 OLD Mission Capital LLC3,026,723$89.17M1.5%+364.0%4.558% 5/11/2024 ESL Trust Services LLC908,439$26.76M7.0%+17.9%1.368% 5/4/2024 Gould Asset Management LLC CA141,405$4.17M1.0%N/A0.213% 5/1/2024 Janney Montgomery Scott LLC10,653$314K0.0%+13.3%0.016% 4/23/2024 Strategic Blueprint LLC11,593$342K0.0%-55.0%0.017% 4/18/2024 Exchange Capital Management Inc.33,581$989K0.2%+12.8%0.050% 4/13/2024 First Financial Corp IN13,782$406K0.2%+3.0%0.017% 4/9/2024 Montecito Bank & Trust46,675$1.38M0.3%+11.5%0.059% 4/9/2024 Rise Advisors LLC117,552$3.46M1.8%-0.6%0.148% 4/8/2024 Tompkins Financial Corp26,730$787K0.1%-42.8%0.034% 4/5/2024 NBC Securities Inc.14,024$413K0.0%+68.8%0.018% 2/15/2024 OLD Mission Capital LLC652,257$18.84M0.3%-26.2%0.824% 2/12/2024 ESL Trust Services LLC770,807$22.26M6.4%-0.2%0.973% 2/9/2024 EverSource Wealth Advisors LLC25,902$748K0.1%+16.1%0.033% 2/9/2024 Keystone Financial Group8,350$241K0.0%-11.6%0.011% 2/8/2024 Exchange Capital Management Inc.29,774$860K0.2%+5.9%0.038% 2/7/2024 NBC Securities Inc.8,309$239K0.0%-59.4%0.010% 2/2/2024 IAG Wealth Partners LLC6,855$198K0.0%-62.3%0.009% 2/1/2024 Mengis Capital Management Inc.19,568$565K0.1%-6.3%0.025% 1/25/2024 Strategic Blueprint LLC25,747$744K0.1%-63.9%0.033% 1/23/2024 Webster Bank N. A.16,830$486K0.1%-9.2%0.021% 1/17/2024 O Connor Financial Group LLC84,445$2.44M1.5%+10.1%0.107% 1/16/2024 First Financial Corp IN13,383$386K0.2%+11.6%0.017% 1/11/2024 Rise Advisors LLC118,318$3.42M2.6%+10.0%0.149% 1/10/2024 Creative Financial Designs Inc. ADV4,642$134K0.0%-16.6%0.006% 1/8/2024 Tompkins Financial Corp46,706$1.35M0.2%-44.1%0.059% 1/5/2024 Montecito Bank & Trust41,858$1.21M0.3%+36.5%0.053% 11/21/2023 Tompkins Financial Corp83,511$2.23M0.4%+205.8%0.105% 11/15/2023 Integrated Wealth Concepts LLC219,673$5.86M0.1%+1.4%0.277% 11/14/2023 Mendel Money Management28,038$748K0.4%+4.7%0.035% 11/9/2023 White Pine Capital LLC8,098$216K0.1%-8.7%0.010% 11/9/2023 Mengis Capital Management Inc.20,884$557K0.1%-5.0%0.026% 11/9/2023 ESL Trust Services LLC772,118$20.59M6.6%+8.8%0.975% URGENT: Someone's Moving Gold Out of London... (Ad)People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold. Go here to learn about my Top Four picks for the coming bull mania.11/8/2023 Janney Montgomery Scott LLC13,186$352K0.0%-14.1%0.017% 11/4/2023 NBC Securities Inc.20,448$545K0.1%N/A0.026% 11/4/2023 EverSource Wealth Advisors LLC22,317$595K0.1%+81.2%0.028% 11/2/2023 FDx Advisors Inc.207,588$5.54M0.5%+1.4%0.262% 10/30/2023 Exchange Capital Management Inc.28,107$750K0.1%+6.8%0.035% 10/24/2023 Bank of New York Mellon Corp35,631$950K0.0%+30.8%0.045% 10/24/2023 IAG Wealth Partners LLC18,179$485K0.1%-5.2%0.023% 10/20/2023 O Connor Financial Group LLC76,709$2.05M1.4%+12.4%0.097% 10/18/2023 Strategic Blueprint LLC71,344$1.90M0.2%+2.6%0.090% 10/11/2023 First Financial Corp IN11,995$320K0.2%+3.5%0.015% (Data available from 1/1/2016 forward) XSOE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of XSOE shares? During the previous two years, 44 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($80.19M), Clal Insurance Enterprises Holdings Ltd ($41.98M), ESL Trust Services LLC ($30.17M), Ameriprise Financial Inc. ($9.92M), Invenio Wealth Partners LLC ($8.40M), Gould Asset Management LLC CA ($7.25M), and FDx Advisors Inc. ($5.54M).Learn more on XSOE's institutional investors. Which institutional investors have been buying WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock? Of the 31 institutional investors that purchased WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($3.03M), OLD Mission Capital LLC ($2.47M), ESL Trust Services LLC ($200.28K), Gould Asset Management LLC CA ($141.41K), Bank of New York Mellon Corp ($61.82K), Tompkins Financial Corp ($58.76K), and NBC Securities Inc. ($53.83K). How much institutional buying is happening at WisdomTree Emerging Markets ex-State-Owned Enterprises Fund? Institutional investors have bought a total of 6,235,260 shares in the last 24 months. This purchase volume represents approximately $191.23M in transactions. Which WisdomTree Emerging Markets ex-State-Owned Enterprises Fund major shareholders have been selling company stock? Of the 30 institutional investors that sold WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($843.59K), Clal Insurance Enterprises Holdings Ltd ($472.86K), JPMorgan Chase & Co. ($405.96K), Strategic Blueprint LLC ($64.11K), Tompkins Financial Corp ($57.17K), IAG Wealth Partners LLC ($21.01K), and NBC Securities Inc. ($12.14K). How much institutional selling is happening at WisdomTree Emerging Markets ex-State-Owned Enterprises Fund? Institutional investors have sold a total of 1,947,448 shares in the last 24 months. This volume of shares sold represents approximately $59.16M in transactions. Related Companies Xtrackers S&P 500 ESG ETF Institutional Ownership ARK Next Generation Internet ETF Institutional Ownership iShares Paris-Aligned Climate MSCI USA ETF Institutional Ownership Amplify Cybersecurity ETF Institutional Ownership SPDR S&P Fossil Fuel Reserves Free ETF Institutional Ownership Magnificent Seven ETF Institutional Ownership Fidelity MSCI Communication Services Index ETF Institutional Ownership iShares Global Clean Energy ETF Institutional Ownership Dimensional US Sustainability Core 1 ETF Institutional Ownership SPDR S&P Kensho New Economies Composite ETF Institutional Ownership This page (NYSEARCA:XSOE) was last updated on 5/23/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredIs President Trump Lying To You With This?President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...Colonial Metals | SponsoredJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | SponsoredSilver Is the New Oil—And the World’s Running DryElon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to S...Priority Gold | SponsoredTrump’s Bitcoin Reserve is No Accident…Bitcoin's supply is being drained at unprecedented rates, but while most investors focus solely on Bitcoin, th...Crypto 101 Media | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share WisdomTree Emerging Markets ex-State-Owned Enterprises Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
