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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
WWM
151
Western Wealth Management
Colorado
$278K -$3.81K -119 -1%
MAC
152
Mason & Associates (California)
California
$274K
AWM
153
AE Wealth Management
Kansas
$259K +$33K +1,031 +16%
Corient Private Wealth
154
Corient Private Wealth
Florida
$256K -$59.6K -1,860 -20%
UAG
155
United Advisor Group
Ohio
$253K -$29.7K -928 -11%
PWA
156
Physician Wealth Advisors
Utah
$249K +$2.72K +85 +1%
SPC
157
Sigma Planning Corp
Michigan
$248K -$12K -376 -5%
SAI
158
Savvy Advisors Inc
New York
$245K -$7.3K -228 -3%
WEG
159
World Equity Group
Illinois
$236K +$219K +6,840 New
CAM
160
Cresset Asset Management
Illinois
$234K -$2.27K -71 -1%
DA
161
Detalus Advisors
Missouri
$232K +$216K +6,740 New
FSC
162
Full Sail Capital
Oklahoma
$225K
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$224K -$66.5K -2,077 -24%
PA
164
Procyon Advisors
Connecticut
$221K -$6.34K -198 -3%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$220K +$204K +6,386 New
IF
166
Integrity Financial
Wyoming
$219K -$1.57K -49 -0.8%
AWS
167
Atria Wealth Solutions
New York
$219K -$443K -13,832 -69%
RWM
168
Refined Wealth Management
Utah
$208K +$193K +6,031 New
FA
169
FSA Advisors
Michigan
$203K -$277K -8,640 -59%
Mariner
170
Mariner
Kansas
$202K +$188K +5,865 New
KAS
171
KPP Advisory Services
Kentucky
$201K +$187K +5,844 New
KFI
172
Key Financial Inc
Pennsylvania
$179K +$8.01K +250 +5%
SS
173
SBI Securities
Japan
$161K +$1.15K +36 +0.8%
PTC
174
Private Trust Company
Ohio
$157K +$2.24K +70 +2%
CIAS
175
Capital Investment Advisory Services
North Carolina
$153K +$43.1K +1,347 +44%

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.