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 |
| First Financial Corp. | 0.36% | Add +13.8% | 24,223 | $748K |
| N.E.W. Advisory Services LLC | 0.06% | Add +1.4% | 23,489 | $725K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 23,238 | $717K |
| Ellis Investment Partners, LLC | 0.14% | Add +16.1% | 21,532 | $665K |
| Avestar Capital, LLC | 0.06% | Reduce -18.1% | 21,209 | $655K |
| MML Investors Services, LLC | 0.00% | Add +25.4% | 20,967 | $647K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -16.1% | 20,865 | $644K |
| ETF Store, Inc. | 0.77% | Reduce -13.5% | 20,317 | $627K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +94.2% | 20,177 | $623K |
| REDW Wealth LLC | 0.22% | No change | 19,162 | $592K |
| Fermata Advisors, LLC | 0.11% | Reduce -83.9% | 18,992 | $586K |
| Legacy Financial Group LLC | 0.09% | Reduce -27.3% | 18,745 | $579K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +87.3% | 17,688 | $546K |
| Fischer Financial Services, Inc. | 0.17% | No change | 16,982 | $524K |
| WealthShield Partners, LLC | 0.07% | Reduce -1.3% | 16,685 | $515K |
| Opulen Financial Group LLC | 0.46% | Add +3.6% | 16,306 | $503K |
| Mengis Capital Management, Inc. | 0.10% | Reduce -3.0% | 16,107 | $497K |
| Axxcess Wealth Management, LLC | 0.01% | New | 16,045 | $495K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -43.0% | 15,971 | $493K |
| Blackhawk Capital Partners, LLC | 0.25% | Reduce -0.3% | 15,951 | $492K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.0% | 15,878 | $490K |
| Herold Advisors, Inc. | 0.11% | Add +2.6% | 15,793 | $488K |
| Security Financial Services, INC. | 0.10% | Add +9.0% | 15,524 | $479K |
| MBE Wealth Management, LLC | 0.22% | No change | 14,891 | $460K |
| Comerica Bank | 0.00% | Reduce -0.1% | 14,824 | $458K |
| Keystone Financial Group | 0.05% | Add +15.5% | 14,764 | $458K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.9% | 14,571 | $450K |
| FSA Advisors, Inc. | 0.36% | Reduce -38.7% | 14,532 | $449K |
| Fifth Third Securities, Inc. | 0.04% | Add +0.9% | 14,447 | $446K |
| Cornerstone Financial Group, LLC | 0.39% | Reduce -8.3% | 13,338 | $437K |
| Webster Bank, N. A. | 0.05% | Reduce -15.9% | 13,740 | $424K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,630 | $421K |
| Compound Planning, Inc. | 0.02% | Reduce -6.8% | 13,564 | $419K |
| RFG Advisory, LLC | 0.01% | Reduce -1.8% | 13,540 | $418K |
| OMNI 360 Wealth, Inc. | 0.26% | Add +2.6% | 12,749 | $394K |
| REAP Financial Group, LLC | 0.09% | Reduce -14.4% | 11,933 | $368K |
| Twin Peaks Wealth Advisors, LLC | 0.17% | Reduce -35.2% | 12,217 | $366K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.5% | 11,416 | $352K |
| Castlekeep Investment Advisors LLC | 0.18% | New | 11,208 | $346K |
| Harbor Advisory Corp. | 0.11% | No change | 10,745 | $332K |
| Thrivent Financial for Lutherans | 0.00% | No change | 10,256 | $329K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -19.4% | 10,588 | $327K |
| Financial Advocates Investment Management | 0.02% | Reduce -16.2% | 10,535 | $325K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.3% | 10,465 | $323K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.3% | 10,392 | $321K |
| Ascentis Independent Advisors | 0.06% | Reduce -2.5% | 9,796 | $302K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -6.4% | 9,439 | $291K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,390 | $290K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.8% | 9,375 | $289K |
| Corient Private Wealth LP | 0.00% | Reduce -4.4% | 9,287 | $287K |
| Personal Cfo Solutions, LLC | 0.05% | New | 8,517 | $263K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 8,505 | $263K |
| HRT Financial LP | 0.00% | New | 8,460 | $261K |
| Leo Wealth, LLC | 0.04% | Reduce -85.8% | 8,335 | $257K |
| United Advisor Group, LLC | 0.05% | Reduce -16.1% | 8,274 | $255K |
| Western Wealth Management, LLC | 0.02% | Reduce -9.3% | 8,194 | $253K |
| Mason & Associates Inc | 0.06% | Reduce -0.3% | 7,942 | $245K |
| Wealthfront Advisers LLC | 0.00% | New | 7,936 | $245K |
| Sigma Planning Corp | 0.01% | New | 7,559 | $233K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.7% | 7,340 | $227K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.0% | 7,130 | $220K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +88.7% | 6,975 | $215K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,866 | $212K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,639 | $205K |
| Procyon Advisors, LLC | 0.01% | Reduce -27.5% | 6,617 | $204K |
| Qube Research & Technologies Ltd | 0.00% | Add +457.7% | 6,553 | $202K |
| Full Sail Capital, LLC | 0.01% | New | 6,540 | $202K |
| AE Wealth Management LLC | 0.00% | Reduce -24.6% | 6,474 | $200K |
| Integrity Financial Corp | 0.11% | Reduce -18.2% | 6,395 | $197K |
| Tompkins Financial Corp. | 0.02% | Add +16.3% | 5,888 | $182K |
| Key Financial Inc | 0.03% | No change | 4,939 | $152K |
| FMR LLC | 0.00% | Add +18.3% | 4,716 | $146K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.6% | 4,643 | $143K |
| Private Trust Co. NA | 0.01% | Reduce -1.8% | 4,481 | $138K |
| Gen-Wealth Partners Inc | 0.06% | No change | 4,290 | $132K |
| Farther Finance Advisors, LLC | 0.00% | Add +73.4% | 4,091 | $127K |
| US Bancorp \de | 0.00% | Add +0.1% | 3,304 | $102K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +25.4% | 3,083 | $95K |
| Transce3nd, LLC | 0.04% | Reduce -18.8% | 2,540 | $78K |
| Arlington Trust Co LLC | 0.02% | No change | 2,500 | $77K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,351 | $73K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.2% | 2,272 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.9% | 1,451 | $45K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,405 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,341 | $41K |
| Assetmark, Inc. | 0.00% | Add +2.1% | 1,268 | $39K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 1,214 | $37K |
| Highline Wealth Partners LLC | 0.01% | Add +0.1% | 1,161 | $36K |
| Synergy Investment Management, LLC | 0.01% | Reduce -10.6% | 715 | $22K |
| Kathleen S. Wright Associates Inc. | 0.01% | Reduce -74.1% | 700 | $22K |
| Spire Wealth Management | 0.00% | No change | 485 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 484 | $15K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -3.7% | 474 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 440 | $14K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $8K |
| Investors Research Corp | 0.00% | No change | 260 | $8K |
| Covestor Ltd | 0.01% | Add +9.6% | 251 | $8K |
| Concord Wealth Partners | 0.00% | Reduce -0.4% | 253 | $8K |
| Bank of Montreal | 0.00% | No change | 240 | $7K |
| Noble Wealth Management PBC | 0.00% | No change | 218 | $7K |
| Heck Capital Advisors, LLC | 0.00% | No change | 184 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 178 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -27.5% | 169 | $5K |
| Addison Advisors LLC | 0.00% | No change | 150 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 130 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 127 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -26.1% | 122 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +50.0% | 99 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 88 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +42.3% | 74 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 65 | $2K |
| Clarity Asset Management, Inc. | 0.00% | No change | 61 | $2K |
| NorthRock Partners, LLC | 0.00% | New | 58 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 56 | $2K |
| Allworth Financial LP | 0.00% | No change | 46 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 20 | $617 |
| Beacon Capital Management, LLC | 0.00% | No change | 14 | $432 |
| NFSG Corp | 0.00% | Reduce -90.3% | 12 | $370 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 4 | $123 |
| Luminist Capital LLC | 0.00% | No change | 3 | $93 |
| BNP Paribas Financial Markets | 0.00% | Reduce -72.7% | 3 | $93 |
"% 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.