We are live on ! Find out more
XSOE icon

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
MAC
151
Mason & Associates (California)
California
$301K – – –
SA
152
Sanctuary Advisors
Indiana
$295K -$17.9K -501 -6%
AWM
153
AE Wealth Management
Kansas
$281K -$3.12K -87 -1%
HF
154
HRT Financial
New York
$281K +$266K +7,415 New
Jane Street
155
Jane Street
New York
$280K -$515K -14,377 -66%
PWA
156
Physician Wealth Advisors
Utah
$279K +$5.41K +151 +2%
AFG
157
Atomi Financial Group
New York
$279K -$69.3K -1,935 -21%
UAG
158
United Advisor Group
Ohio
$278K -$501 -14 -0.2%
PCS
159
Personal CFO Solutions
New Jersey
$274K -$32.4K -905 -11%
DA
160
Detalus Advisors
Missouri
$269K +$12.3K +344 +5%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$259K -$74.7K -2,086 -23%
CAM
162
Cresset Asset Management
Illinois
$258K – – –
SPC
163
Sigma Planning Corp
Michigan
$258K -$14.2K -396 -6%
SAI
164
Savvy Advisors Inc
New York
$256K -$13.4K -373 -5%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$255K +$11.5K +322 +5%
FSC
166
Full Sail Capital
Oklahoma
$246K -$2.33K -65 -1%
PA
167
Procyon Advisors
Connecticut
$239K -$4.44K -124 -2%
RWM
168
Refined Wealth Management
Utah
$229K +$287 +8 +0.1%
Mariner
169
Mariner
Kansas
$226K +$2.87K +80 +1%
WS
170
Wedbush Securities
California
$225K +$212K +5,919 New
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$219K -$26.2K -732 -11%
WIC
172
Woodmont Investment Counsel
Tennessee
$218K +$206K +5,745 New
IF
173
Integrity Financial
Wyoming
$217K -$22.3K -622 -10%
KAS
174
KPP Advisory Services
Kentucky
$215K -$6.45K -180 -3%
KFI
175
Key Financial Inc
Pennsylvania
$213K +$13.4K +375 +7%
5 6
7
8 9

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.