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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

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: 6 → 7 (+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: 220 → 217 (-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
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$30.4M
2
Wells Fargo
Wells Fargo
California
+$16.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$15.4M
4
PCA
Pallas Capital Advisors
Massachusetts
+$5.36M
5
MSRI
Michael S. Ryan Inc
New York
+$5.03M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$18M
2
CCA
Clearwater Capital Advisors
Illinois
-$10.5M
3
UBS Group
UBS Group
Switzerland
-$9.95M
4
Morgan Stanley
Morgan Stanley
New York
-$7.06M
5
OMC
Old Mission Capital
Illinois
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
201
Investors Research Corp
Georgia
$8.96K – – –
CWP
202
Concord Wealth Partners
Virginia
$8.72K – – –
CFD
203
Creative Financial Designs
Indiana
$5.82K – – –
AA
204
Addison Advisors
Vermont
$5.17K – – –
GSWM
205
Golden State Wealth Management
California
$4.9K +$4.55K +142 New
TAM
206
Tucker Asset Management
Colorado
$4.48K -$9.93K -310 -70%
CA
207
Clearstead Advisors
Ohio
$4.38K – – –
JWA
208
JFS Wealth Advisors
Pennsylvania
$4.32K -$1.7K -53 -30%
WA
209
WPG Advisers
Maryland
$4.21K – – –
CSC
210
Caldwell Sutter Capital
California
$3.41K – – –
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$2.32K -$70.6K -2,205 -97%
NCM
212
Northwest Capital Management
Oregon
$2.24K – – –
GRP
213
Global Retirement Partners
California
$828 +$769 +24 New
NA
214
NewEdge Advisors
Louisiana
$690 – – –
BNP Paribas Financial Markets
215
BNP Paribas Financial Markets
France
$586 +$448 +14 +467%
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
$483 – – –
FGC
217
Financial Gravity Companies
Texas
$138 +$128 +4 New
LC
218
Luminist Capital
Michigan
$103 – – –
TC
219
TownSquare Capital
Utah
– -$18M -582,284 Closed
FTS
220
Fifth Third Securities
Ohio
– -$446K -14,447 Closed
FAIM
221
Financial Advocates Investment Management
Washington
– -$325K -10,535 Closed
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
– -$329K -10,256 Closed
HF
223
HRT Financial
New York
– -$261K -8,460 Closed
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
– -$205K -6,639 Closed
SIM
225
Synergy Investment Management
Florida
– -$22.1K -715 Closed
6 7 8
9
10

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.