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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
PAG
51
Private Advisor Group
New Jersey
$3.81M -$61.7K -1,724 -2%
IA
52
Insight Advisors
Pennsylvania
$3.81M +$6.73K +188 +0.2%
BRWA
53
B. Riley Wealth Advisors
Florida
$3.81M +$20.4K +570 +0.6%
SWM
54
SK Wealth Management
Rhode Island
$3.4M -$119K -3,309 -4%
PPWP
55
Premier Path Wealth Partners
New Jersey
$3.39M +$94.4K +2,636 +3%
Raymond James Financial
56
Raymond James Financial
Florida
$3.09M -$1.29M -35,886 -31%
SAM
57
Smartleaf Asset Management
Massachusetts
$3.02M +$73.8K +2,060 +3%
FTUS
58
Flow Traders U.S.
New York
$2.98M +$2.81M +78,428 New
AC
59
Addison Capital
Pennsylvania
$2.82M +$628K +17,533 +31%
CastleKeep Investment Advisors
60
CastleKeep Investment Advisors
Connecticut
$2.59M +$116K +3,245 +5%
EMAM
61
Encompass More Asset Management
California
$2.36M +$2.23M +62,277 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$2.23M +$1.09M +30,352 +106%
JSW
63
Journey Strategic Wealth
New Jersey
$2.23M -$40.2K -1,123 -2%
YWM
64
Yoder Wealth Management
California
$2.13M -$50.9K -1,420 -2%
EH
65
Equitable Holdings
New York
$2.09M +$205K +5,712 +12%
CIA
66
Concurrent Investment Advisors
Florida
$2.04M -$281K -7,844 -13%
GEA
67
Glen Eagle Advisors
New Jersey
$1.85M +$86.1K +2,403 +5%
Lido Advisors
68
Lido Advisors
California
$1.84M +$1.73M +48,421 New
XF
69
XML Financial
Maryland
$1.82M +$4.37K +122 +0.3%
MTWSIF
70
Mivtachim The Workers Social Insurance Fund
Israel
$1.79M – – –
C
71
Croban
Ohio
$1.74M +$570K +15,907 +53%
DWM
72
Drive Wealth Management
Utah
$1.73M -$79.1K -2,209 -5%
KOC
73
Koss-Olinger Consulting
Florida
$1.65M – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.63M -$181K -5,048 -11%
MBT
75
Montecito Bank & Trust
California
$1.61M +$1.52M +42,344 New
1 2
3
4 5

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.