Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q2 2025 (June 30)217holders −4
12new positions
16sold out
$34.48avg. 13F price*
At the end of Q2 2025, 217 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, down 4 from Q1 2025. 12 opened new positions and 16 sold out. The largest holders were OneDigital Investment Advisors LLC ($115.7M), Morgan Stanley ($96.2M) and Bank of America Corp. ($72.3M).
- Company
- Wisdmtree Emerg MKT Ex-St Ow
- Filed as
- WISDOMTREE TR (Q2 2025)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.8M |
| Exits | 16 | $19.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,020,068 shares bought and 2,093,220 shares sold, net +926,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| OneDigital Investment Advisors LLC | 1.28% | Add +39.5% | 3,354,992 | $115.7M |
| Morgan Stanley | 0.01% | Reduce -7.3% | 2,791,292 | $96.2M |
| Bank of America Corp. | 0.01% | Add +1.3% | 2,097,871 | $72.3M |
| Valmark Advisers, Inc. | 0.79% | Reduce -2.1% | 1,636,879 | $56.4M |
| LPL Financial LLC | 0.02% | Add +3.5% | 1,526,904 | $52.6M |
| State of Wisconsin Investment Board | 0.12% | No change | 1,408,892 | $48.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.46% | No change | 1,360,000 | $46.9M |
| Wells Fargo & Company | 0.01% | Add +72.6% | 1,229,915 | $42.4M |
| Meitav Investment House Ltd. | 0.55% | No change | 1,181,001 | $40.7M |
| UBS Group AG | 0.01% | Reduce -21.5% | 1,137,325 | $39.2M |
| ESL Trust Services, LLC | 6.91% | Add +0.4% | 980,944 | $33.8M |
| Osaic Holdings, Inc. | 0.05% | Add +140.2% | 823,435 | $28.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.1% | 798,883 | $27.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.78% | No change | 713,416 | $24.6M |
| Warren Street Wealth Advisors, LLC | 6.66% | Add +7.0% | 582,183 | $20.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.25% | Add +0.4% | 570,881 | $19.7M |
| Pallas Capital Advisors LLC | 0.64% | Add +52.4% | 486,194 | $16.8M |
| Marathon Mission, Inc. | 10.22% | Add +50.8% | 466,508 | $16.1M |
| Evermay Wealth Management LLC | 1.78% | Add +17.6% | 420,326 | $14.5M |
| Transamerica Financial Advisors, LLC | 1.27% | Reduce -1.0% | 392,484 | $13.5M |
| Wealth Management Resources, Inc. | 3.67% | Add +3.7% | 312,094 | $10.8M |
| Howard Financial Services, LTD. | 1.38% | Reduce -4.4% | 304,366 | $10.5M |
| Lodestar Private Asset Management LLC | 1.18% | Add +4.7% | 297,337 | $10.3M |
| Cwm, LLC | 0.04% | Reduce -3.5% | 292,746 | $10.1M |
| Cetera Investment Advisers | 0.02% | Add +12.8% | 286,169 | $9.9M |
| American Financial & Tax Strategies Inc. | 4.89% | Reduce -2.9% | 274,710 | $9.5M |
| Stifel Financial Corp. | 0.01% | Reduce -8.5% | 270,843 | $9.3M |
| Sloy Dahl & Holst, LLC | 1.14% | Add +6.0% | 237,664 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 229,700 | $7.9M |
| Howard Bailey Securities, LLC | 2.40% | Add +2.5% | 225,855 | $7.8M |
| Goldstein Advisors, LLC | 1.04% | Reduce -0.7% | 223,511 | $7.7M |
| Gould Asset Management LLC | 1.50% | Reduce -5.5% | 221,876 | $7.7M |
| Invenio Wealth Partners LLC | 2.90% | Reduce -7.0% | 211,715 | $7.3M |
| Mgo One Seven LLC | 0.22% | Add +1.4% | 200,056 | $6.9M |
| Arax Advisory Partners | 0.31% | Add +36.3% | 194,450 | $6.7M |
| Betterment LLC | 0.01% | Reduce -2.5% | 187,980 | $6.5M |
| Focus Partners Wealth | 0.01% | Reduce -5.2% | 187,937 | $6.5M |
| WESCAP Management Group, Inc. | 1.47% | Add +3.3% | 186,738 | $6.4M |
| Atria Investments, Inc | 0.07% | Add +8.3% | 182,980 | $6.3M |
| Evergreen Private Wealth LLC | 2.59% | Add +2.9% | 179,509 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 178,346 | $6.1M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +7.6% | 167,071 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Add +14.3% | 151,317 | $5.2M |
| Defined Financial Planning LLC | 4.42% | Add +6.2% | 143,252 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 138,890 | $4.8M |
| Pinnacle Financial Partners Inc | 0.10% | Add +1.6% | 136,092 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 127,291 | $4.4M |
| IFP Advisors, Inc | 0.12% | Reduce -9.2% | 123,880 | $4.3M |
| D.A. Davidson & Co. | 0.03% | Add +2.3% | 120,509 | $4.2M |
| Algorithmic Investment Models, LLC | 2.82% | Add +17.1% | 119,729 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 117,363 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.9% | 102,180 | $3.5M |
| Sentinel Wealth Management, Inc. | 3.25% | — | 100,449 | $3.5M |
| Insight Advisors, LLC/ PA | 0.56% | Add +3.6% | 100,150 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -2.7% | 99,757 | $3.4M |
| SK Wealth Management, LLC | 1.37% | Add +0.1% | 91,809 | $3.2M |
| Old Mission Capital LLC | 0.08% | Reduce -47.4% | 87,733 | $3.0M |
| Premier Path Wealth Partners, LLC | 0.42% | Reduce -0.3% | 86,827 | $3.0M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +0.9% | 84,220 | $2.9M |
| Smartleaf Asset Management LLC | 0.24% | Add +2.2% | 77,764 | $2.7M |
| WealthPlan Investment Management, LLC | 0.19% | Add +604.9% | 74,634 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.6% | 73,084 | $2.5M |
| Castlekeep Investment Advisors LLC | 1.10% | Add +479.5% | 64,947 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +14.2% | 61,603 | $2.1M |
| Leo Wealth, LLC | 0.16% | Add +631.8% | 60,997 | $2.1M |
| Journey Strategic Wealth LLC | 0.07% | Add +39.8% | 59,990 | $2.1M |
| Yoder Wealth Management, Inc. | 1.03% | Reduce -2.5% | 57,736 | $2.0M |
| Addison Capital Co | 0.68% | Add +12.0% | 56,683 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +0.6% | 49,464 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -10.7% | 47,933 | $1.7M |
| Drive Wealth Management, LLC | 0.36% | Add +2.5% | 47,901 | $1.7M |
| Koss-Olinger Consulting, LLC | 0.14% | Reduce -3.1% | 47,864 | $1.7M |
| XML Financial, LLC | 0.14% | Reduce -0.9% | 47,729 | $1.6M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.25% | No change | 47,241 | $1.6M |
| Glen Eagle Advisors, LLC | 0.25% | Add +14.9% | 46,265 | $1.6M |
| Exchange Capital Management, Inc. | 0.24% | Add +4.3% | 45,901 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.8% | 40,609 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.3% | 39,713 | $1.4M |
| Bison Wealth, LLC | 0.11% | Reduce -21.5% | 39,435 | $1.4M |
| Summit Wealth Partners, LLC | 0.25% | Reduce -62.7% | 38,699 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.17% | Reduce -0.8% | 37,528 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -9.1% | 37,311 | $1.3M |
| Client 1ST Advisory Group, LLC | 0.46% | Reduce -1.6% | 37,068 | $1.3M |
| Condor Capital Management | 0.11% | Add +1.6% | 35,668 | $1.2M |
| Oxinas Partners, LLC | 0.63% | Reduce -0.6% | 35,372 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -3.6% | 33,556 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -9.2% | 33,366 | $1.2M |
| Skyline Advisors, Inc. | 0.42% | Add +6.1% | 33,333 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -2.7% | 30,933 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.3% | 30,673 | $1.1M |
| Croban | 0.89% | Add +5.0% | 30,077 | $1.0M |
| Beckerman Institutional, LLC | 0.67% | Reduce -0.2% | 29,478 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.5% | 28,996 | $1000K |
| Royal Bank of Canada | 0.00% | Reduce -66.7% | 28,561 | $984K |
| Lanark Financial, Inc. | 0.08% | Add +1.8% | 28,172 | $971K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.9% | 27,697 | $955K |
| Grove Street Fiduciary, LLC | 0.45% | No change | 27,215 | $938K |
| Perigon Wealth Management, LLC | 0.02% | Add +7.1% | 26,969 | $930K |
| First Financial Corp. | 0.40% | Add +8.4% | 26,270 | $906K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -0.6% | 26,103 | $900K |
"% 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.