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

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund logo
$29.75 +0.20 (+0.68%)
As of 04/17/2025 04:10 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)
23
Total
Institutional Inflows
(last 12 months)
$163.47M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$33.02M
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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
4/16/2025 Twin Peaks Wealth Advisors LLC12,217$366K0.2%-35.2%0.023%
4/14/2025 Farther Finance Advisors LLC4,091$127K0.0%+73.4%0.008%
4/10/2025 First Financial Corp IN24,223$748K0.4%+13.8%0.045%
4/9/2025 NBC 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%
2/10/2025 Farther 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%
2/4/2025 Twin 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%
1/21/2025 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%
1/7/2025Rise 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%
11/5/2024Prime Capital Investment Advisors LLC8,173$270K0.0%+7.9%0.012%
11/2/2024ESL 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%
10/28/2024Creative Financial Designs Inc. ADV871$29K0.0%-60.3%0.001%
10/25/2024 Highline Wealth Partners LLC1,851$61K0.0%N/A0.003%
10/11/2024Rise Advisors LLC131,559$4.35M2.1%+6.2%0.198%
8/14/2024Marshall Wace LLP10,334$317K0.0%N/A0.016%
8/14/2024EverSource Wealth Advisors LLC36,401$1.13M0.1%+14.1%0.055%
7/31/2024WR Wealth Planners LLC1,029$32K0.0%-31.8%0.002%
7/27/2024Strategic Blueprint LLC7,231$221K0.0%-37.6%0.011%
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7/26/2024Bank of New York Mellon Corp83,417$2.56M0.0%+24.6%0.126%
7/23/2024Exchange Capital Management Inc.34,617$1.06M0.2%+3.1%0.052%
7/15/2024Fifth 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%
7/11/2024 First Financial Corp IN15,389$471K0.2%+11.7%0.023%
7/9/2024Rise Advisors LLC123,924$3.80M2.0%+5.4%0.187%
6/11/2024EverSource Wealth Advisors LLC31,891$934K0.1%+23.1%0.048%
5/17/2024Comerica Bank14,439$425K0.0%+22.3%0.022%
5/14/2024OLD Mission Capital LLC3,026,723$89.17M1.5%+364.0%4.558%
5/11/2024ESL Trust Services LLC908,439$26.76M7.0%+17.9%1.368%
5/4/2024Gould 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%
4/23/2024Strategic 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%
4/9/2024Rise 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%
2/2/2024 IAG 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%
1/23/2024 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%
1/11/2024Rise 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%
11/8/2023 Janney Montgomery Scott LLC13,186$352K0.0%-14.1%0.017%
11/4/2023 NBC Securities Inc.20,448$545K0.1%N/A0.026%
11/4/2023EverSource 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%
10/24/2023 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%
10/18/2023Strategic Blueprint LLC71,344$1.90M0.2%+2.6%0.090%
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10/11/2023 First Financial Corp IN11,995$320K0.2%+3.5%0.015%
10/10/2023Rise 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%
8/14/2023Mendel Money Management26,791$749K0.4%+25.1%0.034%
8/10/2023 IAG Wealth Partners LLC19,177$536K0.1%-31.2%0.024%
8/9/2023Flow 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%
(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, 48 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 34 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 ($2.37M), ESL Trust Services LLC ($200.28K), Gould Asset Management LLC CA ($141.41K), Tompkins Financial Corp ($58.76K), NBC Securities Inc. ($53.83K), and Bank of New York Mellon Corp ($41.81K).

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

Institutional investors have bought a total of 6,171,428 shares in the last 24 months. This purchase volume represents approximately $189.11M in transactions.

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

Of the 30 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 2,252,875 shares in the last 24 months. This volume of shares sold represents approximately $66.28M in transactions.


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This page (NYSEARCA:XSOE) was last updated on 4/20/2025 by MarketBeat.com Staff
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