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

$30.64
+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)
24
Total
Institutional Inflows
(last 12 months)
$102.61M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$12.52M
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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%
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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%
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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 MarketBeat.com Staff

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