Free Trial

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

$48.34 0.00 (0.00%)
Closing price 06/12/2026 04:10 PM Eastern
Extended Trading
$48.34 0.00 (0.00%)
As of 06/12/2026 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$10.24M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$7.59M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
5/18/2026 EverSource Wealth Advisors LLC30,293$1.22M0.0%+1.9%0.067%
5/8/2026 ESL Trust Services LLC958,792$38.45M7.3%+0.1%2.121%
5/7/2026 Koss Olinger Consulting LLC29,262$1.17M0.1%-0.7%0.065%
5/6/2026 Gould Asset Management LLC CA245,444$9.84M1.7%-1.5%0.543%
5/5/2026 Beaumont Financial Advisors LLC32,020$1.28M0.1%-2.0%0.071%
5/5/2026 Bank of New York Mellon Corp202,510$8.12M0.0%+9.3%0.448%
4/29/2026 Evergreen Private Wealth LLC168,738$6.77M2.7%-0.7%0.373%
4/28/2026 Ascentis Independent Advisors19,650$788K0.1%+101.5%0.043%
4/17/2026 AdvisorNet Financial Inc1,350$54K0.0%+50.0%0.003%
4/16/2026 Montecito Bank & Trust39,020$1.57M0.3%-8.7%0.086%
2/17/2026 Captrust Financial Advisors40,000$1.56M0.0%-6.7%0.088%
2/17/2026 Gould Asset Management LLC CA249,131$9.72M1.7%-2.6%0.549%
2/13/2026 Integrated Wealth Concepts LLC24,628$961K0.0%-13.7%0.054%
2/11/2026 Janney Montgomery Scott LLC6,044$236K0.0%-9.9%0.013%
2/11/2026 JPMorgan Chase & Co.99,719$3.89M0.0%-28.5%0.220%
2/10/2026 Twin Peaks Wealth Advisors LLC7,707$329K0.1%-21.8%0.017%
2/6/2026 EverSource Wealth Advisors LLC29,742$1.16M0.0%-3.3%0.066%
2/5/2026 Sherry Group Inc.30,035$1.18M1.2%N/A0.066%
2/5/2026 Legacy Financial Group LLC17,550$729K0.1%-2.3%0.039%
2/5/2026 Western Wealth Management LLC7,017$274K0.0%-15.1%0.015%
2/3/2026 SBI Securities Co. Ltd.4,215$164K0.0%-9.7%0.009%
1/28/2026 Evergreen Private Wealth LLC169,899$6.63M2.6%-2.8%0.374%
1/23/2026 Farther Finance Advisors LLC4,759$186K0.0%+59.1%0.010%
1/21/2026 Prime Capital Investment Advisors LLC7,375$288K0.0%-21.9%0.016%
1/13/2026 First Financial Corp IN27,972$1.09M0.4%+9.0%0.061%
1/9/2026 Montecito Bank & Trust42,745$1.67M0.3%+0.9%0.093%
1/1/2026 JPMorgan Chase & Co.139,462$5.29M0.0%+0.4%0.261%
12/2/2025 IFP Advisors Inc118,150$4.48M0.1%-4.6%0.221%
11/19/2025 Captrust Financial Advisors42,885$1.63M0.0%-10.5%0.080%
11/17/2025 Strategic Wealth Partners Ltd.22,449$852K0.1%N/A0.042%
11/17/2025 Integrated Wealth Concepts LLC28,534$1.08M0.0%-7.0%0.053%
11/17/2025 Flow Traders U.S. LLC78,428$2.98M0.1%N/A0.147%
11/17/2025 Ameriprise Financial Inc.218,612$8.29M0.0%-4.8%0.409%
11/13/2025 Invenio Wealth Partners LLC201,792$7.66M2.8%-4.7%0.377%
11/10/2025 EverSource Wealth Advisors LLC30,757$1.17M0.0%-17.6%0.057%
11/7/2025 JPMorgan Chase & Co.139,462$5.29M0.0%+0.4%0.261%
11/5/2025 Prime Capital Investment Advisors LLC9,447$358K0.0%+7.9%0.018%
11/4/2025 ESL Trust Services LLC957,475$36.33M7.1%-2.4%1.790%
10/30/2025 Twin Peaks Wealth Advisors LLC9,857$374K0.1%-14.5%0.018%
10/28/2025 Gould Asset Management LLC CA255,701$9.70M1.8%+15.2%0.467%
SpaceX IPO hides a much bigger story (Ad)

The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists. Position yourself before this company potentially hits the front page.tc pixel

Click here to see the details before the crowd catches on
10/23/2025 Beaumont Financial Advisors LLC32,520$1.23M0.1%-3.1%0.059%
10/22/2025 CoreCap Advisors LLC10,916$414K0.0%-4.0%0.020%
10/14/2025 Farther Finance Advisors LLC2,991$113K0.0%-22.8%0.005%
10/9/2025 First Financial Corp IN25,672$974K0.4%-2.3%0.047%
10/7/2025 Montecito Bank & Trust42,344$1.61M0.2%N/A0.077%
8/15/2025 Captrust 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%
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%
7/21/2025Exchange 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%
5/16/2025Integrated Wealth Concepts LLC31,398$969K0.0%+1.1%0.058%
5/15/2025OLD Mission Capital LLC166,785$5.15M0.1%+120.3%0.310%
5/13/2025EverSource Wealth Advisors LLC41,034$1.27M0.1%-1.4%0.076%
5/13/2025Clal Insurance Enterprises Holdings Ltd1,360,000$41.98M0.4%-24.8%2.528%
5/12/2025ESL Trust Services LLC977,457$30.17M6.8%-0.1%1.817%
5/8/2025Mengis Capital Management Inc.16,107$497K0.1%-3.0%0.030%
5/1/2025Gould Asset Management LLC CA234,707$7.25M1.5%-1.1%0.436%
4/29/2025Bank of New York Mellon Corp132,352$4.09M0.0%+17.8%0.246%
4/23/2025Western Wealth Management LLC8,194$253K0.0%-9.3%0.015%
4/16/2025Twin Peaks Wealth Advisors LLC12,217$366K0.2%-35.2%0.023%
4/14/2025Farther Finance Advisors LLC4,091$127K0.0%+73.4%0.008%
4/10/2025First Financial Corp IN24,223$748K0.4%+13.8%0.045%
4/9/2025NBC Securities Inc.27,683$854K0.1%+172,918.8%0.051%
2/17/2025Captrust Financial Advisors36,496$1.11M0.0%-15.6%0.055%
2/17/2025Ameriprise Financial Inc.325,310$9.92M0.0%+0.3%0.490%
2/14/2025Integrated Wealth Concepts LLC31,054$947K0.0%+21.1%0.047%
2/13/2025Keystone Financial Group12,782$390K0.0%N/A0.019%
2/12/2025Invenio Wealth Partners LLC275,692$8.40M3.5%+6.5%0.415%
2/12/2025OLD Mission Capital LLC75,702$2.31M0.0%-89.0%0.114%
2/12/2025JPMorgan Chase & Co.116,240$3.54M0.0%-70.1%0.175%
2/10/2025Farther Finance Advisors LLC2,359$72K0.0%+17.3%0.004%
2/10/2025EverSource Wealth Advisors LLC41,605$1.27M0.1%+10.7%0.063%
2/6/2025SBI Securities Co. Ltd.4,767$145K0.0%N/A0.007%
2/4/2025Exchange Capital Management Inc.42,442$1.29M0.2%+9.8%0.064%
2/4/2025Twin Peaks Wealth Advisors LLC18,841$574K0.2%-11.4%0.028%
2/4/2025Bank of New York Mellon Corp112,337$3.42M0.0%+17.8%0.169%
1/23/2025Fifth Third Securities Inc.14,323$437K0.0%+21.6%0.022%
1/21/2025Montecito Bank & Trust44,404$1.35M0.2%-3.6%0.067%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
1/15/2025Tompkins Financial Corp5,062$154K0.0%-7.1%0.008%
1/13/2025First Financial Corp IN21,293$649K0.3%+17.7%0.032%
1/10/2025Highline Wealth Partners LLC1,160$35K0.0%-37.3%0.002%
1/7/2025Rise Advisors LLC122,855$3.75M1.8%-6.6%0.185%
12/26/2024JPMorgan Chase & Co.388,693$12.84M0.0%-25.6%0.585%
11/14/2024Flow 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%
11/13/2024Private Trust Co. NA4,614$152K0.0%-18.5%0.007%
11/7/2024MAI Capital Management30,314$1.00M0.0%+5.8%0.046%
11/6/2024Mengis Capital Management Inc.16,896$558K0.1%-4.6%0.025%


XSOE Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund. The most heavily invested institutionals were Clal Insurance Enterprises Holdings Ltd ($41.98M), ESL Trust Services LLC ($38.45M), Gould Asset Management LLC CA ($9.84M), Ameriprise Financial Inc. ($8.29M), Bank of New York Mellon Corp ($8.12M), Invenio Wealth Partners LLC ($7.66M), and Evergreen Private Wealth LLC ($6.77M).Learn more on WisdomTree Emerging Markets ex-State-Owned Enterprises Fund's institutional investors.

Of the 29 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: Flow Traders U.S. LLC ($2.51M), OLD Mission Capital LLC ($91.08K), Bank of New York Mellon Corp ($70.69K), Montecito Bank & Trust ($42.75K), Gould Asset Management LLC CA ($33.83K), Sherry Group Inc. ($30.04K), and NBC Securities Inc. ($28.16K).

Institutional investors have bought a total of 269,692 shares in the last 24 months. This purchase volume represents approximately $10.24M in transactions.

Of the 24 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: JPMorgan Chase & Co. ($39.74K), Invenio Wealth Partners LLC ($25.99K), ESL Trust Services LLC ($23.47K), Gould Asset Management LLC CA ($23.09K), Captrust Financial Advisors ($13.70K), EverSource Wealth Advisors LLC ($11.29K), and Ameriprise Financial Inc. ($11.09K).

Institutional investors have sold a total of 202,879 shares in the last 24 months. This volume of shares sold represents approximately $7.59M in transactions.



This page (NYSEARCA:XSOE) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners