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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
RA
126
RFG Advisory
Alabama
$474K +$6.47K +202 +1%
WB
127
Webster Bank
Connecticut
$474K
USCWA
128
U.S. Capital Wealth Advisors
Texas
$470K
MWM
129
MBE Wealth Management
Wisconsin
$470K -$40.6K -1,267 -9%
CFG
130
Cornerstone Financial Group
Nebraska
$461K +$1.22K +38 +0.3%
O3W
131
Omni 360 Wealth
New Jersey
$442K +$2.05K +64 +0.5%
CCA
132
Clearwater Capital Advisors
Illinois
$440K -$10.5M -328,160 -96%
KFGK
133
Keystone Financial Group (Kentucky)
Kentucky
$440K -$64.3K -2,007 -14%
TPWA
134
Twin Peaks Wealth Advisors
California
$410K -$22K -688 -6%
CA
135
CoreCap Advisors
Michigan
$392K -$1.38K -43 -0.4%
RFG
136
REAP Financial Group
Texas
$387K -$22.8K -712 -6%
HAC
137
Harbor Advisory Corp
New Hampshire
$370K
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$368K +$132K +4,127 +63%
HA
139
Herold Advisors
New York
$365K -$167K -5,200 -33%
SPIA
140
Steward Partners Investment Advisory
New York
$361K
GSEP
141
Golden State Equity Partners
California
$337K -$736 -23 -0.2%
MWM
142
Modera Wealth Management
New Jersey
$324K
AFG
143
Atomi Financial Group
New York
$320K -$137K -4,282 -32%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$308K +$62.3K +1,945 +28%
Wealthfront Advisers
145
Wealthfront Advisers
California
$305K +$29.3K +915 +12%
PCIA
146
Prime Capital Investment Advisors
Kansas
$302K -$286K -8,931 -50%
MFG
147
Merit Financial Group
Georgia
$294K -$59.5K -1,858 -18%
RWP
148
Revolve Wealth Partners
New Jersey
$287K -$35.5K -1,108 -12%
SA
149
Sanctuary Advisors
Indiana
$286K -$35K -1,093 -12%
PCS
150
Personal CFO Solutions
New Jersey
$281K -$12.1K -379 -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.