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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

217 hedge funds and large institutions have $1.16B 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, 79 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $1.01B → $1.16B (+$155M)

1.07% more ownership

Funds ownership: 60.53%61.6% (+1.1%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 220217 (-3)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% 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
79
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
SFI Advisors
New Jersey
$868K +$5.89K +184 +0.7%
IWM
102
IHT Wealth Management
Illinois
$839K -$29.9K -934 -4%
NEWAS
103
N.E.W. Advisory Services
Wisconsin
$805K -$4.93K -154 -0.7%
Jane Street
104
Jane Street
New York
$750K +$696K +21,749 New
FFS
105
Fischer Financial Services
Pennsylvania
$731K +$135K +4,218 +25%
HighTower Advisors
106
HighTower Advisors
Illinois
$729K -$67.1K -2,097 -9%
EIP
107
Ellis Investment Partners
Pennsylvania
$721K -$19.5K -608 -3%
ES
108
ETF Store
Kansas
$714K +$12.6K +394 +2%
MML Investors Services
109
MML Investors Services
Massachusetts
$692K -$29.1K -910 -4%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$684K +$635K +19,835 New
RW
111
REDW Wealth
New Mexico
$661K
MFA
112
Mayflower Financial Advisors
Massachusetts
$638K -$75.8K -2,368 -11%
GWM
113
Geneos Wealth Management
Colorado
$617K -$513K -16,033 -47%
Legacy Financial Group (Iowa)
114
Legacy Financial Group (Iowa)
Iowa
$599K -$43.9K -1,370 -7%
FA
115
Fermata Advisors
California
$587K -$63.3K -1,977 -10%
MCM
116
Mengis Capital Management
Oregon
$565K +$9.29K +290 +2%
BCP
117
Blackhawk Capital Partners
Wisconsin
$564K +$12.7K +398 +2%
OFG
118
Opulen Financial Group
Virginia
$552K -$9.19K -287 -2%
AWM
119
Axxcess Wealth Management
California
$541K -$11.8K -367 -2%
AC
120
Avestar Capital
New York
$541K -$177K -5,532 -26%
SFS
121
Security Financial Services
Indiana
$529K -$5.44K -170 -1%
WP
122
WealthShield Partners
North Carolina
$526K -$45.5K -1,421 -9%
Comerica Bank
123
Comerica Bank
Texas
$511K +$224 +7 +0%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$505K -$42.9K -1,339 -8%
HI
125
Harbour Investments
Wisconsin
$482K -$19K -594 -4%

XSOE Hedge Fund Activity: Q2 2025 in Review

217 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2025, worth a combined $1.16B — up 15% from $1.01B a quarter earlier.

Fund positioning in XSOE was balanced in Q2 2025: 16 funds opened new positions, 16 closed out, 79 added to existing stakes and 89 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $30.4M. The largest seller was TownSquare Capital, exiting entirely with an estimated $18M sold.

  • 217 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2025, down from 220 in Q1 2025.
  • Funds reported $1.16B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2025, up 15% quarter-over-quarter.
  • 16 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2025 and 16 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2025 was OneDigital Investment Advisors, an estimated $30.4M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2025 was TownSquare Capital, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.