Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q1 2025 (March 31)221holders −8
15new positions
20sold out
$30.87avg. 13F price*
At the end of Q1 2025, 221 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, down 8 from Q4 2024. 15 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($93.0M), OneDigital Investment Advisors LLC ($74.2M) and Bank of America Corp. ($63.9M).
- Company
- Wisdmtree Emerg MKT Ex-St Ow
- Filed as
- WISDOMTREE TR (Q1 2025)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $50.6M |
| Exits | 20 | $38.0M |
All 13F filers, Q4 2024 → Q1 2025: 3,806,309 shares bought and 3,160,517 shares sold, net +645,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Morgan Stanley | 0.01% | Reduce -14.6% | 3,011,805 | $93.0M |
| OneDigital Investment Advisors LLC | 0.88% | Add +77.0% | 2,404,443 | $74.2M |
| Bank of America Corp. | 0.01% | Add +4.5% | 2,071,155 | $63.9M |
| Valmark Advisers, Inc. | 0.78% | Add +1.7% | 1,671,636 | $51.6M |
| LPL Financial LLC | 0.02% | Reduce -2.6% | 1,474,789 | $45.5M |
| UBS Group AG | 0.01% | Reduce -5.9% | 1,448,015 | $44.7M |
| State of Wisconsin Investment Board | 0.11% | New | 1,408,892 | $43.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.43% | Reduce -24.8% | 1,360,000 | $42.0M |
| Meitav Investment House Ltd. | 0.67% | No change | 1,181,001 | $36.5M |
| ESL Trust Services, LLC | 6.81% | Reduce -0.1% | 977,457 | $30.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.6% | 815,690 | $25.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.80% | No change | 713,416 | $22.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.2% | 712,659 | $22.0M |
| Townsquare Capital LLC | 0.19% | Add +5.6% | 582,284 | $18.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.29% | Add +3.3% | 568,521 | $17.6M |
| Warren Street Wealth Advisors, LLC | 6.58% | Add +6.4% | 544,307 | $16.8M |
| Transamerica Financial Advisors, LLC | 1.25% | Add +6.3% | 396,610 | $12.2M |
| Evermay Wealth Management LLC | 1.45% | Add +6.9% | 357,303 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Add +18.4% | 342,831 | $10.6M |
| Clearwater Capital Advisors, LLC | 1.02% | Add +5.3% | 340,918 | $10.5M |
| Pallas Capital Advisors LLC | 0.41% | Add +3.7% | 318,932 | $9.8M |
| Howard Financial Services, LTD. | 1.34% | Reduce -9.1% | 318,466 | $9.8M |
| Marathon Mission, Inc. | 6.68% | Add +2.2% | 309,368 | $9.6M |
| Cwm, LLC | 0.04% | Add +0.1% | 303,273 | $9.4M |
| Wealth Management Resources, Inc. | 3.37% | Add +0.4% | 301,013 | $9.3M |
| Stifel Financial Corp. | 0.01% | Reduce -22.7% | 296,096 | $9.1M |
| Lodestar Private Asset Management LLC | 1.10% | Add +0.8% | 283,986 | $8.8M |
| American Financial & Tax Strategies Inc. | 4.70% | Reduce -5.0% | 282,926 | $8.7M |
| Cetera Investment Advisers | 0.02% | Reduce -0.6% | 253,590 | $7.8M |
| Gould Asset Management LLC | 1.49% | Reduce -1.1% | 234,707 | $7.2M |
| Invenio Wealth Partners LLC | 2.95% | Reduce -17.4% | 227,781 | $7.0M |
| Goldstein Advisors, LLC | 1.02% | Add +10.6% | 225,083 | $6.9M |
| Sloy Dahl & Holst, LLC | 1.21% | Add +11.1% | 224,247 | $6.9M |
| Howard Bailey Securities, LLC | 2.27% | Add +7.5% | 220,444 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.6% | 219,233 | $6.8M |
| Focus Partners Wealth | 0.02% | Reduce -5.1% | 198,144 | $6.1M |
| Mgo One Seven LLC | 0.24% | Add +1480.3% | 197,347 | $6.1M |
| Betterment LLC | 0.01% | Add +5.7% | 192,882 | $6.0M |
| WESCAP Management Group, Inc. | 1.36% | Reduce -4.6% | 180,717 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 177,344 | $5.5M |
| Evergreen Private Wealth LLC | 2.52% | Add +1.6% | 174,443 | $5.4M |
| Atria Investments, Inc | 0.07% | Add +2.8% | 169,026 | $5.2M |
| Old Mission Capital LLC | 0.10% | Add +120.3% | 166,785 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +5.8% | 155,316 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.6% | 143,056 | $4.4M |
| Arax Advisory Partners | 0.28% | Add +10.5% | 142,647 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +17.9% | 137,106 | $4.2M |
| IFP Advisors, Inc | 0.13% | Reduce -1.6% | 136,447 | $4.2M |
| Defined Financial Planning LLC | 4.23% | Add +10.4% | 134,948 | $4.2M |
| Pinnacle Financial Partners Inc | 0.08% | Add +1.1% | 133,991 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +17.8% | 132,352 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.7% | 118,132 | $3.6M |
| D.A. Davidson & Co. | 0.03% | Add +2.1% | 117,783 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -18.4% | 105,231 | $3.2M |
| Summit Wealth Partners, LLC | 0.65% | Reduce -15.7% | 103,771 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +49.8% | 102,570 | $3.2M |
| Algorithmic Investment Models, LLC | 2.33% | New | 102,278 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +1162.8% | 102,159 | $3.2M |
| Insight Advisors, LLC/ PA | 0.52% | Add +10.9% | 96,646 | $3.0M |
| SK Wealth Management, LLC | 1.47% | Reduce -8.1% | 91,755 | $2.7M |
| Premier Path Wealth Partners, LLC | 0.42% | Add +6.0% | 87,111 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -61.4% | 85,859 | $2.7M |
| NorthCrest Asset Manangement, LLC | 0.08% | Reduce -7.4% | 83,465 | $2.6M |
| Smartleaf Asset Management LLC | 0.23% | Add +4.7% | 76,078 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.9% | 72,670 | $2.2M |
| Yoder Wealth Management, Inc. | 1.03% | Reduce -2.7% | 59,191 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | New | 53,936 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +47.1% | 53,700 | $1.7M |
| Addison Capital Co | 0.61% | Add +8.1% | 50,624 | $1.6M |
| Bison Wealth, LLC | 0.14% | Reduce -2.4% | 50,248 | $1.6M |
| Koss-Olinger Consulting, LLC | 0.13% | Add +0.4% | 49,383 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +2.3% | 49,160 | $1.5M |
| XML Financial, LLC | 0.14% | Add +1.2% | 48,157 | $1.5M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.24% | No change | 47,241 | $1.5M |
| Drive Wealth Management, LLC | 0.34% | Reduce -7.0% | 46,744 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 45,520 | $1.4M |
| Montecito Bank & Trust | 0.24% | Reduce -0.7% | 44,086 | $1.4M |
| Exchange Capital Management, Inc. | 0.22% | Add +3.7% | 44,010 | $1.4M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -12.7% | 42,924 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 41,034 | $1.3M |
| Glen Eagle Advisors, LLC | 0.21% | Add +71.2% | 40,252 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.17% | Add +8.8% | 37,829 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.45% | Reduce -1.1% | 37,669 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -56.0% | 36,733 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.8% | 36,333 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.0% | 36,011 | $1.1M |
| Oxinas Partners, LLC | 0.65% | Add +22.8% | 35,566 | $1.1M |
| Condor Capital Management | 0.10% | Add +3.7% | 35,101 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +122.4% | 34,817 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -2.5% | 31,781 | $981K |
| Skyline Advisors, Inc. | 0.38% | Add +4.5% | 31,425 | $970K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.1% | 31,398 | $969K |
| Beckerman Institutional, LLC | 0.66% | Add +0.6% | 29,542 | $912K |
| Croban | 0.81% | Add +24.0% | 28,639 | $884K |
| Lanark Financial, Inc. | 0.07% | — | 27,683 | $854K |
| Grove Street Fiduciary, LLC | 0.43% | Reduce -11.2% | 27,215 | $840K |
| Strategic Financial Concepts, LLC | 0.15% | Add +3.6% | 26,260 | $811K |
| IHT Wealth Management, LLC | 0.02% | Reduce -11.8% | 25,281 | $783K |
| Perigon Wealth Management, LLC | 0.02% | Add +10.8% | 25,188 | $778K |
| SFI Advisors, LLC | 0.57% | Reduce -2.3% | 24,999 | $772K |
"% 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.