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

$47.38 -0.07 (-0.15%)
As of 03:27 PM Eastern
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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)
15
Total
Institutional Inflows
(last 12 months)
$9.68M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$5.84M
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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
7/7/2026 CoreCap Advisors LLC10,143$499K0.0%-2.5%0.022%
7/7/2026 First Financial Corp IN28,602$1.41M0.5%-2.8%0.063%
5/18/2026 EverSource Wealth Advisors LLC30,293$1.22M0.0%+1.9%0.067%
5/8/2026ESL 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%
2/17/2026Captrust 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%
2/10/2026Twin 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%
2/5/2026Western 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%
11/19/2025Captrust 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%
11/17/2025Flow Traders U.S. LLC78,428$2.98M0.1%N/A0.147%
11/17/2025Ameriprise 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%
11/4/2025ESL Trust Services LLC957,475$36.33M7.1%-2.4%1.790%
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10/30/2025Twin 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%
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%
8/15/2025Captrust Financial Advisors47,933$1.65M0.0%-10.7%0.088%
8/15/2025IHT Wealth Management LLC24,347$839K0.0%-3.7%0.045%
8/15/2025Ameriprise Financial Inc.229,700$7.92M0.0%+4.8%0.421%
8/14/2025ESL 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%
8/13/2025Twin 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%
8/1/2025FSA 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%
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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%
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%


XSOE Institutional Ownership - Frequently Asked Questions

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 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 ($54.21K), 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 253,318 shares in the last 24 months. This purchase volume represents approximately $9.68M in transactions.

Of the 23 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), ESL Trust Services LLC ($23.47K), Captrust Financial Advisors ($13.70K), Ameriprise Financial Inc. ($11.09K), Gould Asset Management LLC CA ($10.26K), Invenio Wealth Partners LLC ($9.92K), and EverSource Wealth Advisors LLC ($7.57K).

Institutional investors have sold a total of 151,833 shares in the last 24 months. This volume of shares sold represents approximately $5.84M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XSOE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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