WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) Institutional Ownership $31.84 -0.09 (-0.28%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (NYSEARCA:XSOE)Number ofInstitutional Buyers(last 12 months)24TotalInstitutional Inflows(last 12 months)$162.90MNumber ofInstitutional Sellers(last 12 months)16TotalInstitutional Outflows(last 12 months)$33.43M 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. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Captrust Financial Advisors36,496$1.11M0.0%-15.6%0.055% 2/17/2025 Ameriprise Financial Inc.325,310$9.92M0.0%+0.3%0.490% 2/14/2025 Integrated Wealth Concepts LLC31,054$947K0.0%+21.1%0.047% 2/13/2025 Keystone Financial Group12,782$390K0.0%N/A0.019% 2/12/2025 Invenio Wealth Partners LLC275,692$8.40M3.5%+6.5%0.415% 2/12/2025 OLD Mission Capital LLC75,702$2.31M0.0%-89.0%0.114% 2/12/2025 JPMorgan Chase & Co.116,240$3.54M0.0%-70.1%0.175% 2/10/2025 Farther Finance Advisors LLC2,359$72K0.0%+17.3%0.004% 2/10/2025 EverSource Wealth Advisors LLC41,605$1.27M0.1%+10.7%0.063% 2/6/2025 SBI Securities Co. Ltd.4,767$145K0.0%N/A0.007% Get the Latest News and Ratings for XSOE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree Emerging Markets ex-State-Owned Enterprises Fund and its competitors with MarketBeat's FREE daily newsletter. 2/4/2025 Exchange Capital Management Inc.42,442$1.29M0.2%+9.8%0.064% 2/4/2025 Twin Peaks Wealth Advisors LLC18,841$574K0.2%-11.4%0.028% 2/4/2025 Bank of New York Mellon Corp112,337$3.42M0.0%+17.8%0.169% 1/23/2025 Fifth Third Securities Inc.14,323$437K0.0%+21.6%0.022% 1/21/2025 Montecito Bank & Trust44,404$1.35M0.2%-3.6%0.067% 1/15/2025 Tompkins Financial Corp5,062$154K0.0%-7.1%0.008% 1/13/2025 First Financial Corp IN21,293$649K0.3%+17.7%0.032% 1/10/2025 Highline Wealth Partners LLC1,160$35K0.0%-37.3%0.002% 1/7/2025 Rise Advisors LLC122,855$3.75M1.8%-6.6%0.185% 12/26/2024 JPMorgan Chase & Co.388,693$12.84M0.0%-25.6%0.585% 11/14/2024 Flow Traders U.S. LLC2,427,717$80.19M4.1%N/A3.656% 11/14/2024 Captrust Financial Advisors43,262$1.43M0.0%-3.8%0.065% 11/13/2024 Private Trust Co. NA4,614$152K0.0%-18.5%0.007% 11/7/2024 MAI Capital Management30,314$1.00M0.0%+5.8%0.046% 11/6/2024 Mengis Capital Management Inc.16,896$558K0.1%-4.6%0.025% 11/5/2024 Prime Capital Investment Advisors LLC8,173$270K0.0%+7.9%0.012% 11/2/2024 ESL Trust Services LLC977,871$32.30M7.3%+0.1%1.473% 10/31/2024 Montecito Bank & Trust46,041$1.52M0.3%-0.9%0.069% 10/30/2024United Advisor Group LLC11,054$365K0.1%-8.1%0.017% 10/28/2024 Creative Financial Designs Inc. ADV871$29K0.0%-60.3%0.001% 10/25/2024 Highline Wealth Partners LLC1,851$61K0.0%N/A0.003% 10/11/2024 Rise Advisors LLC131,559$4.35M2.1%+6.2%0.198% 8/14/2024 Marshall Wace LLP10,334$317K0.0%N/A0.016% 8/14/2024 EverSource Wealth Advisors LLC36,401$1.13M0.1%+14.1%0.055% 7/31/2024 WR Wealth Planners LLC1,029$32K0.0%-31.8%0.002% 7/27/2024 Strategic Blueprint LLC7,231$221K0.0%-37.6%0.011% 7/26/2024 Bank of New York Mellon Corp83,417$2.56M0.0%+24.6%0.126% 7/23/2024 Exchange Capital Management Inc.34,617$1.06M0.2%+3.1%0.052% 7/15/2024 Fifth Third Securities Inc.12,114$371K0.0%-5.2%0.018% 7/12/2024 Webster Bank N. A.16,345$501K0.1%-2.6%0.025% Has Trump finally met his match? (Ad)Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance to walk away with gains as high as 235%, 459%, and 700% - all while the stock market got cut in half. Could he be right again?Click here for his emergency broadcast...7/11/2024 First Financial Corp IN15,389$471K0.2%+11.7%0.023% 7/9/2024 Rise Advisors LLC123,924$3.80M2.0%+5.4%0.187% 6/11/2024 EverSource Wealth Advisors LLC31,891$934K0.1%+23.1%0.048% 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% 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% 9/12/2023 Farther Finance Advisors LLC2,020$56K0.0%-21.4%0.003% Trump doesn’t give a damn (Ad)Porter Stansberry: “I met with Trump’s biggest backers… they’re scooping up these 10 stocks” I recently met with one of Trump’s longest-serving advisors. We helped put together a plan to help investors capitalize on Trump’s election. And we found out these 10 stocks are the most likely to boom…Go here now to find out the names of these 10 stocks.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% (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, 50 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($80.19M), Clal Insurance Enterprises Holdings Ltd ($50.57M), ESL Trust Services LLC ($32.30M), Ameriprise Financial Inc. ($9.92M), Invenio Wealth Partners LLC ($8.40M), FDx Advisors Inc. ($5.54M), and Gould Asset Management LLC CA ($4.17M).Learn more on XSOE's institutional investors. Which institutional investors have been buying WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock? Of the 35 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: Flow Traders U.S. LLC ($3.03M), OLD Mission Capital LLC ($3.01M), ESL Trust Services LLC ($200.28K), Gould Asset Management LLC CA ($141.41K), O Connor Financial Group LLC ($84.45K), Tompkins Financial Corp ($58.76K), and Rise Advisors LLC ($42.47K). How much institutional buying is happening at WisdomTree Emerging Markets ex-State-Owned Enterprises Fund? Institutional investors have bought a total of 6,841,159 shares in the last 24 months. This purchase volume represents approximately $206.93M in transactions. Which WisdomTree Emerging Markets ex-State-Owned Enterprises Fund major shareholders have been selling company stock? Of the 31 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 ($843.59K), Tompkins Financial Corp ($673.02K), JPMorgan Chase & Co. ($405.96K), Clal Insurance Enterprises Holdings Ltd ($123.46K), Strategic Blueprint LLC ($64.11K), IAG Wealth Partners LLC ($30.30K), and WealthPlan Investment Management LLC ($14.88K). How much institutional selling is happening at WisdomTree Emerging Markets ex-State-Owned Enterprises Fund? Institutional investors have sold a total of 2,251,515 shares in the last 24 months. This volume of shares sold represents approximately $66.22M in transactions. 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