XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

213 hedge funds and large institutions have $1.13B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-5
Holders Change %
-2.29%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
77
Reduced
87
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$116M
2
Wells Fargo
2
Wells Fargo
California
$42.4M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$16.8M
4
MSRI
4
Michael S. Ryan Inc
New York
$16.1M
5
WIM
5
WealthPlan Investment Management
Nebraska
$2.57M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$440K
3
UBS Group
3
UBS Group
Switzerland
$39.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$96.2M
5
OMC
5
Old Mission Capital
Illinois
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$9.34M -$871K -25,253 -9%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.16M -$1.41M -45,646 -13%
SDH
28
Sloy Dahl & Holst
Washington
$8.19M +$463K +13,417 +6%
Ameriprise
29
Ameriprise
Minnesota
$7.92M +$361K +10,467 +5%
GA
30
Goldstein Advisors
Wisconsin
$7.71M -$54.2K -1,572 -0.7%
GAM
31
Gould Asset Management
California
$7.65M -$442K -12,831 -5%
IWP
32
Invenio Wealth Partners
Florida
$7.3M -$554K -16,066 -7%
MOS
33
MGO One Seven
Ohio
$6.9M +$93.4K +2,709 +1%
AAP
34
Arax Advisory Partners
Colorado
$6.7M +$1.79M +51,803 +36%
Betterment LLC
35
Betterment LLC
New York
$6.48M -$169K -4,902 -3%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$6.48M -$352K -10,207 -5%
WMG
37
WESCAP Management Group
California
$6.44M +$208K +6,021 +3%
AI
38
Atria Investments
North Carolina
$6.31M +$481K +13,954 +8%
HBS
39
Howard Bailey Securities
Indiana
$6.23M -$103K -2,982 -2%
EPW
40
Evergreen Private Wealth
Colorado
$6.19M +$175K +5,066 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$6.15M +$34.5K +1,002 +0.6%
SWP
42
Stratos Wealth Partners
Ohio
$5.76M +$405K +11,755 +8%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$5.22M +$654K +18,965 +14%
DFP
44
Defined Financial Planning
California
$4.98M +$288K +8,304 +6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$4.79M +$61.5K +1,784 +1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$4.39M -$544K -15,765 -11%
IA
47
IFP Advisors
Florida
$4.27M -$433K -12,567 -9%
DADC
48
D.A. Davidson & Co
Montana
$4.16M +$94K +2,726 +2%
BCM
49
Beaumont Capital Management
Massachusetts
$4.13M +$602K +17,451 +17%
Raymond James Financial
50
Raymond James Financial
Florida
$4.05M -$26.5K -769 -0.7%
1
2
3 4 5