WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) Institutional Ownership $35.57 +0.10 (+0.28%) Closing price 08/15/2025 04:10 PM EasternExtended Trading$35.58 +0.01 (+0.01%) As of 08/15/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (NYSEARCA:XSOE)Number ofInstitutional Buyers(last 12 months)22TotalInstitutional Inflows(last 12 months)$88.13MNumber ofInstitutional Sellers(last 12 months)22TotalInstitutional Outflows(last 12 months)$48.48M 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? 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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 CompanyDetails8/15/2025Captrust Financial Advisors47,933$1.65M0.0%-10.7%0.088% 8/15/2025 IHT Wealth Management LLC24,347$839K0.0%-3.7%0.045% 8/15/2025 Ameriprise Financial Inc.229,700$7.92M0.0%+4.8%0.421% 8/14/2025 ESL Trust Services LLC980,944$33.82M6.9%+0.4%1.797% 8/13/2025 EverSource Wealth Advisors LLC37,311$1.29M0.1%-9.1%0.068% 8/13/2025 Twin Peaks Wealth Advisors LLC11,529$410K0.1%-5.6%0.021% 8/12/2025 JPMorgan Chase & Co.138,890$4.79M0.0%+1.3%0.254% 8/11/2025 Invenio Wealth Partners LLC211,715$7.30M2.9%-7.1%0.388% 8/5/2025 Gould Asset Management LLC CA221,876$7.65M1.5%-5.5%0.406% 8/1/2025 FSA Advisors Inc.5,892$203K0.2%-59.5%0.011% 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. 7/24/2025 Mengis Capital Management Inc.16,397$565K0.1%+1.8%0.030% 7/23/2025 Prime Capital Investment Advisors LLC8,757$302K0.0%-50.5%0.016% 7/21/2025 Exchange Capital Management Inc.45,901$1.58M0.2%+4.3%0.084% 7/17/2025 Janney Montgomery Scott LLC6,386$220K0.0%N/A0.012% 7/16/2025 Beaumont Financial Advisors LLC33,556$1.16M0.1%-3.6%0.061% 7/9/2025 First Financial Corp IN26,270$906K0.4%+8.5%0.048% 7/8/2025 NBC Securities Inc.28,172$971K0.1%+1.8%0.052% 5/16/2025 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% 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% 2/17/2025Captrust 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% Generate up to $5,000/month with 10X less money? (Ad)The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly income to cover housing, healthcare, food, and fun... With a fraction of what you probably think you need.Here's the secret to retiring without a million-dollar nest egg →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% 1/21/2025Montecito 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% 11/14/2024Captrust 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% 10/31/2024Montecito 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% 4/9/2024Montecito 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% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow2/7/2024 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% (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, 45 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 ($33.82M), Ameriprise Financial Inc. ($7.92M), Gould Asset Management LLC CA ($7.65M), Invenio Wealth Partners LLC ($7.30M), and FDx Advisors Inc. ($5.54M).Learn more on WisdomTree Emerging Markets ex-State-Owned Enterprises Fund's institutional investors. Which institutional investors have been buying WisdomTree Emerging Markets ex-State-Owned Enterprises Fund's stock? Of the 31 institutional investors that purchased WisdomTree Emerging Markets ex-State-Owned Enterprises Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($2.47M), Flow Traders U.S. LLC ($2.43M), ESL Trust Services LLC ($203.76K), Gould Asset Management LLC CA ($141.41K), Bank of New York Mellon Corp ($61.82K), Tompkins Financial Corp ($56.20K), and NBC Securities Inc. ($54.32K). How much institutional buying is happening at WisdomTree Emerging Markets ex-State-Owned Enterprises Fund? Institutional investors have bought a total of 2,682,052 shares in the last 24 months. This purchase volume represents approximately $88.13M in transactions. Which of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund's major shareholders have been selling company stock? Of the 22 institutional investors that sold WisdomTree Emerging Markets ex-State-Owned Enterprises Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($612.54K), Clal Insurance Enterprises Holdings Ltd ($449.40K), JPMorgan Chase & Co. ($405.96K), Invenio Wealth Partners LLC ($16.07K), Gould Asset Management LLC CA ($15.51K), Captrust Financial Advisors ($14.25K), and Twin Peaks Wealth Advisors LLC ($9.73K). How much institutional selling is happening at WisdomTree Emerging Markets ex-State-Owned Enterprises Fund? Institutional investors have sold a total of 1,565,365 shares in the last 24 months. This volume of shares sold represents approximately $48.48M in transactions. 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