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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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: 217220 (+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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Arcadia Investment Management
Michigan
$10.1K
C
202
Covestor
United Kingdom
$10K -$645 -18 -6%
CWP
203
Concord Wealth Partners
Virginia
$9.6K
Q1WB
204
Quest 10 Wealth Builders
Virginia
$8.42K -$9.03K -252 -53%
NWMP
205
Noble Wealth Management PBC
Colorado
$8.27K +$7.81K +218 New
CFD
206
Creative Financial Designs
Indiana
$6.4K
AA
207
Addison Advisors
Vermont
$5.69K
CA
208
Clearstead Advisors
Ohio
$4.82K
JWA
209
JFS Wealth Advisors
Pennsylvania
$4.77K +$36 +1 +0.8%
WA
210
WPG Advisers
Maryland
$4.63K
CSC
211
Caldwell Sutter Capital
California
$3.76K
HWA
212
Heritage Wealth Advisors
Virginia
$3.19K +$3.01K +84 New
TF
213
Tompkins Financial
New York
$3.07K -$21.6K -603 -88%
EWM
214
Evolution Wealth Management
Florida
$2.73K +$2.58K +72 New
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$2.57K +$36 +1 +1%
NCM
216
Northwest Capital Management
Oregon
$2.47K
GRP
217
Global Retirement Partners
California
$911
NA
218
NewEdge Advisors
Louisiana
$759
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$607 -$36 -1 -6%
FGAM
220
Financial Gravity Asset Management
Texas
$152 +$143 +4 New
LC
221
Luminist Capital
Michigan
$115
AAP
222
Arax Advisory Partners
Colorado
-$6.7M -194,450 Closed
OMC
223
Old Mission Capital
Illinois
-$3.03M -87,733 Closed
NAM
224
NorthCrest Asset Manangement
Minnesota
-$2.94M -84,220 Closed
AA
225
Armis Advisers
Georgia
-$1.36M -39,435 Closed

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.