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

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(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (NYSEARCA:XSOE)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$25.33M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$16.53M
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XSOE Institutional Buying and Selling by Quarter

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Strategic Blueprint LLC11,593$342K0.0%-55.0%0.017%
4/18/2024Exchange 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%
2/15/2024OLD Mission Capital LLC652,257$18.84M0.3%-26.2%0.824%
2/12/2024ESL Trust Services LLC770,807$22.26M6.4%-0.2%0.973%
2/9/2024EverSource Wealth Advisors LLC25,902$748K0.1%+16.1%0.033%
2/9/2024Keystone Financial Group8,350$241K0.0%-11.6%0.011%
2/8/2024Exchange 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%
2/2/2024IAG Wealth Partners LLC6,855$198K0.0%-62.3%0.009%
2/1/2024Mengis Capital Management Inc.19,568$565K0.1%-6.3%0.025%
1/25/2024Strategic Blueprint LLC25,747$744K0.1%-63.9%0.033%
1/23/2024Webster 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%
1/10/2024Creative 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%
11/15/2023Integrated Wealth Concepts LLC219,673$5.86M0.1%+1.4%0.277%
11/14/2023Mendel Money Management28,038$748K0.4%+4.7%0.035%
11/9/2023White Pine Capital LLC8,098$216K0.1%-8.7%0.010%
11/9/2023Mengis Capital Management Inc.20,884$557K0.1%-5.0%0.026%
11/9/2023ESL Trust Services LLC772,118$20.59M6.6%+8.8%0.975%
11/8/2023Janney Montgomery Scott LLC13,186$352K0.0%-14.1%0.017%
11/4/2023 NBC Securities Inc.20,448$545K0.1%N/A0.026%
11/4/2023EverSource Wealth Advisors LLC22,317$595K0.1%+81.2%0.028%
11/2/2023FDx Advisors Inc.207,588$5.54M0.5%+1.4%0.262%
10/30/2023Exchange Capital Management Inc.28,107$750K0.1%+6.8%0.035%
10/24/2023Bank of New York Mellon Corp35,631$950K0.0%+30.8%0.045%
10/24/2023IAG 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%
10/18/2023Strategic 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%
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10/10/2023Webster Bank N. A.18,545$495K0.1%-17.0%0.023%
9/12/2023Farther Finance Advisors LLC2,020$56K0.0%-21.4%0.003%
8/14/2023Mendel Money Management26,791$749K0.4%+25.1%0.034%
8/10/2023IAG Wealth Partners LLC19,177$536K0.1%-31.2%0.024%
8/9/2023Flow Traders U.S. LLC604,152$16.89M0.7%N/A0.763%
8/7/2023Keystone Financial Group9,449$264K0.0%N/A0.012%
8/7/2023Clal Insurance Enterprises Holdings Ltd1,809,401$50.57M0.6%-1.3%2.285%
8/4/2023EverSource Wealth Advisors LLC12,315$344K0.0%+15.8%0.016%
8/2/2023MAI Capital Management42,960$1.20M0.0%+5.5%0.054%
7/31/2023WealthPLAN Partners LLC13,261$371K0.1%-7.2%0.017%
7/28/2023Private Trust Co. NA5,875$164K0.0%-18.7%0.007%
7/26/2023Creative Financial Designs Inc. ADV5,196$145K0.0%+20.8%0.007%
7/26/2023Janney Montgomery Scott LLC15,342$429K0.0%-3.1%0.019%
7/25/2023 Montecito Bank & Trust30,800$861K0.2%+1.8%0.039%
7/24/2023Exchange Capital Management Inc.26,311$735K0.1%+4.1%0.033%
7/19/2023Fifth Third Securities Inc.13,919$389K0.0%+5.4%0.018%
7/17/2023FDx Advisors Inc.204,754$5.72M0.3%-5.5%0.259%
7/17/2023Ayalon 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%
7/13/2023Webster 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%
5/11/2023EverSource Wealth Advisors LLC10,632$296K0.0%+32.4%0.014%
5/10/2023MAI Capital Management40,705$1.13M0.0%-5.8%0.052%
5/10/2023Mendel Money Management21,408$596K0.3%+9.2%0.027%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,696$75K0.0%+11,133.3%0.003%
5/10/2023WealthPLAN Partners LLC14,287$398K0.0%-47.4%0.018%
5/9/2023White Pine Capital LLC7,374$205K0.1%-10.2%0.009%
5/9/2023Clal Insurance Enterprises Holdings Ltd1,832,861$51.03M0.8%-5.2%2.347%
5/8/2023WealthPlan Investment Management LLC12,281$342K0.1%-54.8%0.016%
5/3/2023Exchange Capital Management Inc.25,274$704K0.1%+3.6%0.032%
5/3/2023Integrated Wealth Concepts LLC200,672$5.59M0.1%+3.8%0.257%
4/28/2023 AdvisorNet Financial Inc1,336$37K0.0%-52.1%0.002%
4/28/2023Janney 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%
4/28/2023Strategic Blueprint LLC82,692$2.30M0.2%+4.0%0.106%
4/25/2023IAG Wealth Partners LLC27,869$776K0.2%-25.0%0.036%
4/25/2023 Montecito Bank & Trust30,247$842K0.2%-3.2%0.039%
4/20/2023Smithbridge Asset Management Inc. DE11,327$315K0.1%N/A0.015%
4/20/2023 Tompkins Financial Corp24,749$689K0.1%-96.1%0.032%
4/17/2023Fifth 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%
4/12/2023Private Trust Co. NA7,223$201K0.0%-35.7%0.009%
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%
3/6/2023OLD Mission Capital LLC1,668,176$44.51M1.2%+61.0%2.136%
2/15/2023Flow Traders U.S. LLC294,074$7.85M0.4%+154.2%0.377%
2/14/2023Knightsbridge Asset Management LLC67,208$1.79M0.3%+275.3%0.086%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

Click here to see the details because there's a lot of money at stake.
2/13/2023Integrated Wealth Concepts LLC193,332$5.16M0.1%+11.2%0.248%
2/10/2023CoreCap Advisors LLC25,024$668K0.0%+5.2%0.032%
2/10/2023FDx Advisors Inc.216,729$5.78M0.3%+3.5%0.278%
2/9/2023Sowell Financial Services LLC32,885$877K0.1%N/A0.042%
2/9/2023EverSource Wealth Advisors LLC8,028$214K0.0%+12.2%0.010%
2/9/2023MAI Capital Management43,223$1.15M0.0%+52.2%0.055%
2/8/2023WASHINGTON TRUST Co1,048$28K0.0%-39.9%0.001%
2/8/2023IAG Wealth Partners LLC37,156$991K0.3%+74.9%0.048%
2/7/2023Fernwood Investment Management LLC7,783$208K0.1%-45.4%0.010%
2/2/2023ESL Trust Services LLC710,387$18.95M6.4%-0.2%0.910%
(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, 68 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 ($50.57M), Captrust Financial Advisors ($25.75M), ESL Trust Services LLC ($22.26M), OLD Mission Capital LLC ($18.84M), Flow Traders U.S. LLC ($16.89M), WESCAP Management Group Inc. ($8.45M), and West Wealth Group LLC ($8.01M).Learn more on XSOE's institutional investors.

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

Of the 46 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 ($1.39M), Flow Traders U.S. LLC ($782.52K), Integrated Wealth Concepts LLC ($160.54K), FDx Advisors Inc. ($146.93K), Tcwp LLC ($143.47K), Castleview Partners LLC ($130.66K), and Tompkins Financial Corp ($106.61K).

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

Institutional investors have bought a total of 3,629,745 shares in the last 24 months. This purchase volume represents approximately $99.54M in transactions.

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

Of the 50 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 4,726,879 shares in the last 24 months. This volume of shares sold represents approximately $132.62M in transactions.


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This page (NYSEARCA:XSOE) was last updated on 4/24/2024 by MarketBeat.com Staff

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