Wisdmtree Emerg MKT Ex-St OwXSOEETF

13F holders, Q2 2026 (June 30)
235holders
18new positions
16sold out
1famous investor
$49.16avg. 13F price*

At the end of Q2 2026, 235 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, unchanged from Q1 2026. 18 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($145.2M), Bank of America Corp. ($87.4M) and LPL Financial LLC ($79.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Wisdmtree Emerg MKT Ex-St Ow
Filed as
WISDOMTREE TR (Q2 2026)
CUSIP
97717X578
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 233Q1 2024Q2 2024: 228Q2 2024Q3 2024: 230Q3 2024Q4 2024: 229Q4 2024Q1 2025: 221Q1 2025Q2 2025: 217Q2 2025Q3 2025: 220Q3 2025Q4 2025: 235Q4 2025Q1 2026: 235Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions18$13.0M
Exits16$18.0M

All 13F filers, Q1 2026 → Q2 2026: 1,544,572 shares bought and 2,501,039 shares sold, net −956,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 235 holders

Morgan Stanley 0.01% Reduce -1.1% 2,953,394 $145.2M
Bank of America Corp. 0.01% Reduce -4.0% 1,777,872 $87.4M
LPL Financial LLC 0.02% Add +33.4% 1,614,270 $79.4M
Valmark Advisers, Inc. 0.79% Reduce -7.9% 1,511,642 $74.3M
State of Wisconsin Investment Board 0.14% No change 1,408,892 $69.3M
UBS Group AG 0.01% Reduce -2.7% 1,393,826 $68.5M
Wells Fargo & Company 0.01% Reduce -16.7% 1,048,200 $51.6M
ESL Trust Services, LLC 8.04% Add +0.0% 958,864 $47.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.6% 652,209 $32.1M
HighPoint Advisor Group LLC 1.03% Add +37.4% 592,603 $29.1M
OneDigital Investment Advisors LLC 0.24% Reduce -2.1% 586,910 $28.9M
Warren Street Wealth Advisors, LLC 5.97% Reduce -1.0% 537,433 $26.4M
Pallas Capital Advisors LLC 0.80% Add +6.6% 525,395 $25.8M
Marathon Mission, Inc. 12.55% Add +0.6% 511,198 $25.1M
Susquehanna International Group, LLP 0.02% Add +213.6% 480,219 $23.6M
Meitav Investment House Ltd. 0.14% Reduce -27.5% 418,672 $20.6M
Howard Financial Services, LTD. 1.83% Add +10.7% 372,715 $18.3M
Osaic Holdings, Inc. 0.02% Reduce -26.5% 313,863 $15.4M
Cetera Investment Advisers 0.01% Reduce -7.7% 294,864 $14.5M
Stifel Financial Corp. 0.01% Reduce -0.5% 283,853 $14.0M
Transamerica Financial Advisors, LLC 1.10% Reduce -19.6% 265,023 $13.0M
Wealth Management Resources, Inc. 3.91% Reduce -18.6% 257,460 $12.7M
Invenio Wealth Partners LLC 4.39% Reduce -0.0% 249,481 $12.3M
American Financial & Tax Strategies Inc. 5.41% Reduce -0.6% 243,709 $12.0M
Mgo One Seven LLC 0.20% Add +12.7% 241,520 $11.9M
Sloy Dahl & Holst, LLC 1.42% Add +2.3% 233,875 $11.5M
Goldstein Advisors, LLC 1.02% Reduce -1.7% 226,328 $11.1M
Ameriprise Financial Inc. 0.00% Reduce -2.0% 224,459 $11.0M
Gould Asset Management LLC 1.72% Reduce -9.6% 221,964 $10.9M
Arax Advisory Partners 0.07% Add +6.9% 220,764 $10.9M
Elwood & Goetz Wealth Advisory Group, LLC 1.42% Reduce -68.5% 194,788 $9.6M
WESCAP Management Group, Inc. 1.68% Reduce -1.6% 183,570 $9.0M
Lodestar Private Asset Management LLC 0.76% Reduce -13.2% 178,086 $8.8M
Pinnacle Financial Partners, Inc. 0.06% Add +3.8% 176,341 $8.7M
Evergreen Private Wealth LLC 3.00% Reduce -2.4% 164,755 $8.1M
Stratos Wealth Partners, LTD. 0.08% Add +1.3% 162,840 $8.0M
Focus Partners Wealth 0.01% Reduce -3.5% 157,261 $7.7M
Jane Street Group, LLC 0.00% New 141,540 $7.0M
Encompass More Asset Management 1.01% Add +5.4% 139,500 $6.9M
Addison Capital Co 1.10% Add +3.8% 136,849 $6.7M
Betterment LLC 0.01% Reduce -23.9% 134,574 $6.6M
IFP Advisors, Inc 0.11% Reduce -1.6% 127,200 $6.3M
Sentinel Wealth Management, Inc. 4.18% Add +1.6% 120,549 $5.9M
D.A. Davidson & Co. 0.03% Reduce -0.3% 114,908 $5.7M
Envestnet Asset Management Inc. 0.00% Reduce -2.9% 110,258 $5.4M
Atria Investments, Inc 0.05% Reduce -32.1% 110,106 $5.4M
JPMorgan Chase & Co. 0.00% Add +28.4% 108,936 $5.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.21% Reduce -60.2% 104,763 $5.2M
Castlekeep Investment Advisors LLC 2.52% Add +6.8% 102,226 $5.0M
Equitable Holdings, Inc. 0.03% Reduce -1.2% 101,006 $5.0M
Smartleaf Asset Management LLC 0.15% No change 98,011 $4.7M
Raymond James Financial Inc. 0.00% Add +22.9% 91,312 $4.5M
Algorithmic Investment Models, LLC 5.17% Reduce -8.9% 90,817 $4.5M
Evermay Wealth Management LLC 0.45% Reduce -30.6% 88,858 $4.4M
HighTower Advisors, LLC 0.00% Add +11.8% 81,166 $4.0M
Mariner, LLC 0.00% Reduce -34.4% 79,500 $3.9M
Premier Path Wealth Partners, LLC 0.45% Add +13.3% 79,063 $3.9M
SK Wealth Management, LLC 0.81% Reduce -2.1% 77,358 $3.6M
Lido Advisors, LLC 0.01% Add +0.9% 70,543 $3.5M
Merit Financial Group, LLC 0.02% Reduce -51.1% 66,955 $3.3M
Yoder Wealth Management, Inc. 1.06% Reduce -0.0% 55,515 $2.7M
Drive Wealth Management, LLC 0.46% Reduce -3.8% 53,032 $2.6M
NewEdge Wealth, LLC 0.03% Reduce -7.8% 52,609 $2.6M
XML Financial, LLC 0.18% Add +2.7% 50,522 $2.5M
Private Advisor Group, LLC 0.01% Reduce -53.0% 49,618 $2.4M
Blackhawk Capital Partners, LLC 0.78% Add +5.7% 48,293 $2.4M
Fiduciary Financial Advisors 0.24% New 47,696 $2.3M
Karnit Road Accident Victims Compensation Fund 1.32% No change 47,241 $2.3M
Glen Eagle Advisors, LLC 0.29% Add +24.6% 46,291 $2.3M
BigSur Wealth Management LLC 0.53% Add +493.3% 44,500 $2.2M
O'shaughnessy Asset Management, LLC 0.01% Add +552.5% 40,079 $2.0M
Citadel Advisors 0.00% Reduce -37.1% 39,991 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 38,087 $1.9M
Condor Capital Management 0.14% Add +0.7% 37,232 $1.8M
MAI Capital Management 0.01% Add +1.7% 36,363 $1.8M
Client 1ST Advisory Group, LLC 0.47% No change 35,637 $1.8M
Baird Financial Group, Inc. 0.00% Add +93.8% 35,463 $1.7M
Montecito Bank & Trust 0.26% Reduce -9.3% 35,393 $1.7M
ETF Store, Inc. 1.45% Add +42.2% 35,339 $1.7M
Oxinas Partners, LLC 0.65% Reduce -5.9% 33,414 $1.6M
Keel Point, LLC 0.10% New 33,348 $1.6M
Robertson Stephens Wealth Management, LLC 0.04% Add +0.1% 33,174 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +2.9% 32,442 $1.6M
Captrust Financial Advisors 0.00% Reduce -4.0% 31,704 $1.6M
Western Wealth Management, LLC 0.05% Add +83.1% 31,673 $1.6M
Empowered Funds, LLC 0.01% Add +5.3% 31,512 $1.5M
EverSource Wealth Advisors, LLC 0.05% Add +1.6% 30,780 $1.5M
Beaumont Financial Advisors, LLC 0.10% Reduce -4.9% 30,464 $1.5M
Kestra Advisory Services, LLC 0.00% Reduce -29.6% 29,626 $1.5M
Integrated Wealth Concepts LLC 0.01% Add +2.9% 29,384 $1.4M
Sherry Group, Inc. 1.41% Reduce -0.8% 29,824 $1.4M
First Financial Corp. 0.49% Reduce -2.9% 28,602 $1.4M
Northbridge Financial Group, LLC 0.53% Add +3.5% 28,188 $1.4M
Beckerman Institutional, LLC 0.65% Reduce -1.5% 27,879 $1.4M
Per Stirling Capital Management, LLC. 0.12% Reduce -35.3% 25,662 $1.3M
Perigon Wealth Management, LLC 0.02% Reduce -4.3% 24,615 $1.2M
Fischer Financial Services, Inc. 0.30% Reduce -0.6% 24,202 $1.2M
Lanark Financial, Inc. 0.08% Reduce -8.6% 23,566 $1.2M
XY Planning Network, Inc. 0.14% Add +8.5% 22,844 $1.1M
Geneos Wealth Management Inc. 0.02% Add +10.1% 21,789 $1.1M

"% of holder's portfolio" is XSOE's weight in each manager's 13F, not the share of Wisdmtree Emerg MKT Ex-St Ow the manager owns.

Show all 235 holders