Free Trial

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) Institutional Ownership

+0.07 (+0.23%)
(As of 05/24/2024 08:00 PM ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (NYSEARCA:XSOE)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Obama’s Forever Term [exposed] (Ad)

America’s Last Election New documentary, America’s Last Election, reveals the true (and terrifying) story of how the D.C. establishment has engineered a brutal new crisis that could hand them permanent power. Power they will use to reshape America to their dark, dystopian vision.

Start streaming it now at no cost here
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%
10/10/2023 Rise Advisors LLC107,575$2.87M2.3%+3.5%0.136%
10/10/2023 Webster Bank N. A.18,545$495K0.1%-17.0%0.023%
9/12/2023Farther Finance Advisors LLC2,020$56K0.0%-21.4%0.003%
8/14/2023 Mendel Money Management26,791$749K0.4%+25.1%0.034%
8/10/2023 IAG Wealth Partners LLC19,177$536K0.1%-31.2%0.024%
8/9/2023 Flow Traders U.S. LLC604,152$16.89M0.7%N/A0.763%
8/7/2023 Keystone Financial Group9,449$264K0.0%N/A0.012%
8/7/2023 Clal Insurance Enterprises Holdings Ltd1,809,401$50.57M0.6%-1.3%2.285%
8/4/2023 EverSource Wealth Advisors LLC12,315$344K0.0%+15.8%0.016%
8/2/2023 MAI Capital Management42,960$1.20M0.0%+5.5%0.054%
7/31/2023 WealthPLAN Partners LLC13,261$371K0.1%-7.2%0.017%
7/28/2023 Private Trust Co. NA5,875$164K0.0%-18.7%0.007%
7/26/2023 Creative Financial Designs Inc. ADV5,196$145K0.0%+20.8%0.007%
7/26/2023 Janney Montgomery Scott LLC15,342$429K0.0%-3.1%0.019%
7/25/2023 Montecito Bank & Trust30,800$861K0.2%+1.8%0.039%
7/24/2023 Exchange Capital Management Inc.26,311$735K0.1%+4.1%0.033%
7/19/2023 Fifth Third Securities Inc.13,919$389K0.0%+5.4%0.018%
7/17/2023 FDx Advisors Inc.204,754$5.72M0.3%-5.5%0.259%
7/17/2023 Ayalon Insurance Comp Ltd.2,165$61K0.0%-17.6%0.003%
7/14/2023 O Connor Financial Group LLC68,235$1.91M1.3%+9.6%0.086%
7/14/2023 First Financial Corp IN11,584$324K0.2%+5.8%0.015%
7/13/2023 Webster Bank N. A.22,335$624K0.1%+5.2%0.028%
7/12/2023 Tompkins Financial Corp27,310$763K0.1%+10.3%0.035%
7/10/2023 Rise Advisors LLC103,908$2.90M2.2%+8.9%0.131%
5/11/2023 EverSource Wealth Advisors LLC10,632$296K0.0%+32.4%0.014%
5/10/2023 MAI Capital Management40,705$1.13M0.0%-5.8%0.052%
5/10/2023 Mendel Money Management21,408$596K0.3%+9.2%0.027%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC2,696$75K0.0%+11,133.3%0.003%
5/10/2023 WealthPLAN Partners LLC14,287$398K0.0%-47.4%0.018%
5/9/2023 White Pine Capital LLC7,374$205K0.1%-10.2%0.009%
5/9/2023 Clal Insurance Enterprises Holdings Ltd1,832,861$51.03M0.8%-5.2%2.347%
5/8/2023 WealthPlan Investment Management LLC12,281$342K0.1%-54.8%0.016%
5/3/2023 Exchange Capital Management Inc.25,274$704K0.1%+3.6%0.032%
5/3/2023 Integrated Wealth Concepts LLC200,672$5.59M0.1%+3.8%0.257%
4/28/2023 AdvisorNet Financial Inc1,336$37K0.0%-52.1%0.002%
4/28/2023 Janney Montgomery Scott LLC15,831$441K0.0%-7.2%0.020%
4/28/2023Harvest Group Wealth Management LLC51,651$1.44M0.9%+52.7%0.066%
4/28/2023 Strategic Blueprint LLC82,692$2.30M0.2%+4.0%0.106%
4/25/2023 IAG Wealth Partners LLC27,869$776K0.2%-25.0%0.036%
4/25/2023 Montecito Bank & Trust30,247$842K0.2%-3.2%0.039%
4/20/2023 Smithbridge Asset Management Inc. DE11,327$315K0.1%N/A0.015%
4/20/2023 Tompkins Financial Corp24,749$689K0.1%-96.1%0.032%
4/17/2023 Fifth Third Securities Inc.13,208$368K0.0%-3.9%0.017%
4/14/2023 O Connor Financial Group LLC62,257$1.73M1.3%N/A0.080%
4/12/2023 Worth Asset Management LLC1,960$55K0.0%N/A0.003%
4/12/2023 Private Trust Co. NA7,223$201K0.0%-35.7%0.009%
The #1 Crypto for AI (Ad)

We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-up before it’s too late. It’s urgent because it’s what we consider “The #1 Crypto for the AI World.”

Learn more about it by watching THIS NOW.
4/12/2023 Clearview Wealth Advisors LLC1,260$35K0.0%-36.3%0.002%
4/5/2023 Rise Advisors LLC95,453$2.66M2.0%+6.2%0.122%
3/6/2023 OLD Mission Capital LLC1,668,176$44.51M1.2%+61.0%2.136%
2/15/2023 Flow Traders U.S. LLC294,074$7.85M0.4%+154.2%0.377%
2/14/2023 Knightsbridge Asset Management LLC67,208$1.79M0.3%+275.3%0.086%
2/13/2023 Integrated Wealth Concepts LLC193,332$5.16M0.1%+11.2%0.248%
2/10/2023CoreCap Advisors LLC25,024$668K0.0%+5.2%0.032%
2/10/2023 FDx Advisors Inc.216,729$5.78M0.3%+3.5%0.278%
2/9/2023 Sowell Financial Services LLC32,885$877K0.1%N/A0.042%
2/9/2023 EverSource Wealth Advisors LLC8,028$214K0.0%+12.2%0.010%
(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, 65 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund. The most heavily invested institutionals were OLD Mission Capital LLC ($89.17M), Clal Insurance Enterprises Holdings Ltd ($50.57M), ESL Trust Services LLC ($26.76M), Captrust Financial Advisors ($25.75M), Flow Traders U.S. LLC ($16.89M), WESCAP Management Group Inc. ($8.45M), and Integrated Wealth Concepts LLC ($5.86M).Learn more on XSOE's institutional investors.

Which institutional investors have been buying WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock?

Of the 42 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: OLD Mission Capital LLC ($3.76M), Flow Traders U.S. LLC ($782.52K), ESL Trust Services LLC ($199.76K), Integrated Wealth Concepts LLC ($155.07K), Gould Asset Management LLC CA ($141.41K), Castleview Partners LLC ($130.66K), and Tompkins Financial Corp ($89.21K).

How much institutional buying is happening at WisdomTree Emerging Markets ex-State-Owned Enterprises Fund?

Institutional investors have bought a total of 5,867,989 shares in the last 24 months. This purchase volume represents approximately $164.14M in transactions.

Which WisdomTree Emerging Markets ex-State-Owned Enterprises Fund major shareholders have been selling company stock?

Of the 47 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 ($1.85M), Tompkins Financial Corp ($833.24K), Captrust Financial Advisors ($284.57K), Procyon Advisors LLC ($279.71K), Strategic Blueprint LLC ($183.85K), Flow Traders U.S. LLC ($172.85K), and ShoreHaven Wealth Partners LLC ($148.54K).

How much institutional selling is happening at WisdomTree Emerging Markets ex-State-Owned Enterprises Fund?

Institutional investors have sold a total of 4,682,518 shares in the last 24 months. This volume of shares sold represents approximately $131.17M in transactions.

This page (NYSEARCA:XSOE) was last updated on 5/28/2024 by Staff

From Our Partners