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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

220 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $1.16B → $1.27B (+$112M)

1% more funds holding

Funds holding: 217 → 220 (+3)

0.12% less ownership

Funds ownership: 61.6% → 61.47% (-0.12%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 91

Holders
220
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
23
Increased
75
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$13.4M
2
UBS Group
UBS Group
Switzerland
+$5.31M
3
FTUS
Flow Traders U.S.
New York
+$2.81M
4
Wells Fargo
Wells Fargo
California
+$2.41M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.3M

Top Sellers

1
EWM
Evermay Wealth Management
Virginia
-$8.07M
2
AAP
Arax Advisory Partners
Colorado
-$6.7M
3
Bank of America
Bank of America
North Carolina
-$3.88M
4
OMC
Old Mission Capital
Illinois
-$3.03M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFTS
26
American Financial & Tax Strategies
New York
$9.89M -$505K -14,112 -5%
GAM
27
Gould Asset Management
California
$9.7M +$1.21M +33,825 +15%
SDH
28
Sloy Dahl & Holst
Washington
$9.08M +$62.7K +1,751 +0.7%
GA
29
Goldstein Advisors
Wisconsin
$8.59M +$103K +2,863 +1%
Ameriprise
30
Ameriprise
Minnesota
$8.29M -$397K -11,088 -5%
HBS
31
Howard Bailey Securities
Indiana
$8.06M -$482K -13,446 -6%
MOS
32
MGO One Seven
Ohio
$7.9M +$288K +8,043 +4%
IWP
33
Invenio Wealth Partners
Florida
$7.66M -$355K -9,923 -5%
EWM
34
Evermay Wealth Management
Virginia
$7.4M -$8.07M -225,265 -54%
Betterment LLC
35
Betterment LLC
New York
$7.21M +$76.2K +2,127 +1%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$6.91M -$206K -5,757 -3%
WMG
37
WESCAP Management Group
California
$6.86M -$209K -5,845 -3%
AI
38
Atria Investments
North Carolina
$6.75M -$186K -5,186 -3%
EPW
39
Evergreen Private Wealth
Colorado
$6.63M -$170K -4,740 -3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$6.62M -$138K -3,855 -2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$6.39M +$617K +17,227 +11%
SWP
42
Stratos Wealth Partners
Ohio
$5.85M -$459K -12,808 -8%
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.68M +$490K +13,689 +10%
JP Morgan Chase
44
JP Morgan Chase
New York
$5.29M +$20.5K +572 +0.4%
DFP
45
Defined Financial Planning
California
$5.27M -$253K -7,071 -5%
IA
46
IFP Advisors
Florida
$4.5M -$190K -5,302 -4%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$4.49M -$316K -8,823 -7%
DADC
48
D.A. Davidson & Co
Montana
$4.47M -$96K -2,680 -2%
SWM
49
Sentinel Wealth Management
Virginia
$4.16M +$327K +9,122 +9%
BCM
50
Beaumont Capital Management
Massachusetts
$4.09M -$431K -12,038 -10%
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XSOE Hedge Fund Activity: Q3 2025 in Review

220 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2025, worth a combined $1.27B — up 9.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XSOE positions and 16 closed out — a net gain of 7 holders — while 75 added to existing stakes and 91 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $13.4M. The largest seller was Evermay Wealth Management, cutting an estimated $8.07M.

  • 220 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2025, up from 217 in Q2 2025.
  • Funds reported $1.27B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2025, up 9.6% quarter-over-quarter.
  • 23 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2025 and 16 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2025 was OneDigital Investment Advisors, an estimated $13.4M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2025 was Evermay Wealth Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q3 2025.