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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
MWM
126
MBE Wealth Management
Wisconsin
$517K – – –
GSF
127
Grove Street Fiduciary
New Hampshire
$512K -$491K -13,714 -50%
RA
128
RFG Advisory
Alabama
$510K -$10.8K -302 -2%
O3W
129
Omni 360 Wealth
New Jersey
$504K +$16.6K +463 +4%
CFG
130
Cornerstone Financial Group
Nebraska
$501K -$5.66K -158 -1%
HA
131
Herold Advisors
New York
$493K +$86.1K +2,405 +23%
KFGK
132
Keystone Financial Group (Kentucky)
Kentucky
$484K +$72 +2 +0%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$461K -$557K -15,553 -56%
WEG
134
World Equity Group
Illinois
$431K +$162K +4,533 +66%
SPIA
135
Steward Partners Investment Advisory
New York
$417K +$19.3K +538 +5%
CA
136
CoreCap Advisors
Michigan
$414K -$16.4K -457 -4%
CCA
137
Clearwater Capital Advisors
Illinois
$408K -$71.6K -1,999 -16%
HAC
138
Harbor Advisory Corp
New Hampshire
$408K – – –
RFG
139
REAP Financial Group
Texas
$404K -$20.1K -562 -5%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$386K +$364K +10,174 New
Wealthfront Advisers
141
Wealthfront Advisers
California
$385K +$46.9K +1,309 +15%
TPWA
142
Twin Peaks Wealth Advisors
California
$374K -$59.9K -1,672 -15%
GSEP
143
Golden State Equity Partners
California
$371K – – –
PCIA
144
Prime Capital Investment Advisors
Kansas
$358K +$24.7K +690 +8%
MWM
145
Modera Wealth Management
New Jersey
$356K – – –
LWL
146
Leo Wealth LLC
Texas
$329K -$1.87M -52,332 -86%
Corient Private Wealth
147
Corient Private Wealth
Florida
$319K +$35.5K +990 +13%
MFG
148
Merit Financial Group
Georgia
$314K -$8.92K -249 -3%
WWM
149
Western Wealth Management
Colorado
$314K +$6.8K +190 +2%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$311K -$88.8K -2,480 -23%
4 5
6
7 8

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.