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 |
| SFI Advisors, LLC | 0.60% | Add +0.7% | 25,183 | $868K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.7% | 24,347 | $839K |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -0.7% | 23,335 | $805K |
| Jane Street Group, LLC | 0.00% | New | 21,749 | $750K |
| Fischer Financial Services, Inc. | 0.21% | Add +24.8% | 21,200 | $731K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.0% | 21,141 | $729K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -2.8% | 20,924 | $721K |
| ETF Store, Inc. | 0.83% | Add +1.9% | 20,711 | $714K |
| MML Investors Services, LLC | 0.00% | Reduce -4.3% | 20,057 | $692K |
| Main Street Financial Solutions, LLC | 0.05% | New | 19,835 | $684K |
| REDW Wealth LLC | 0.26% | No change | 19,162 | $661K |
| Mayflower Financial Advisors, LLC | 0.09% | Reduce -11.3% | 18,497 | $638K |
| Geneos Wealth Management Inc. | 0.02% | Add +12.7% | 17,895 | $617K |
| Legacy Financial Group LLC | 0.08% | Reduce -7.3% | 17,375 | $599K |
| Fermata Advisors, LLC | 0.16% | Reduce -10.4% | 17,015 | $587K |
| Mengis Capital Management, Inc. | 0.12% | Add +1.8% | 16,397 | $565K |
| Blackhawk Capital Partners, LLC | 0.26% | Add +2.5% | 16,349 | $564K |
| Opulen Financial Group LLC | 0.45% | Reduce -1.8% | 16,019 | $552K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.3% | 15,678 | $541K |
| Avestar Capital, LLC | 0.04% | Reduce -26.1% | 15,677 | $541K |
| Security Financial Services, INC. | 0.09% | Reduce -1.1% | 15,354 | $529K |
| WealthShield Partners, LLC | 0.06% | Reduce -8.5% | 15,264 | $526K |
| Comerica Bank | 0.00% | Add +0.1% | 14,831 | $511K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -8.4% | 14,632 | $505K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.1% | 13,977 | $482K |
| RFG Advisory, LLC | 0.01% | Add +1.5% | 13,742 | $474K |
| Webster Bank, N. A. | 0.05% | No change | 13,740 | $474K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,630 | $470K |
| MBE Wealth Management, LLC | 0.20% | Reduce -8.5% | 13,624 | $470K |
| Cornerstone Financial Group, LLC | 0.39% | Add +0.3% | 13,376 | $461K |
| OMNI 360 Wealth, Inc. | 0.27% | Add +0.5% | 12,813 | $442K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -96.3% | 12,758 | $440K |
| Keystone Financial Group | 0.04% | Reduce -13.6% | 12,757 | $440K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Reduce -5.6% | 11,529 | $410K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.4% | 11,373 | $392K |
| REAP Financial Group, LLC | 0.09% | Reduce -6.0% | 11,221 | $387K |
| Harbor Advisory Corp. | 0.12% | No change | 10,745 | $370K |
| Qube Research & Technologies Ltd | 0.00% | Add +63.0% | 10,680 | $368K |
| Herold Advisors, Inc. | 0.08% | Reduce -32.9% | 10,593 | $365K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,465 | $361K |
| Ascentis Independent Advisors | 0.06% | Reduce -0.2% | 9,773 | $337K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,390 | $324K |
| Compound Planning, Inc. | 0.01% | Reduce -31.6% | 9,282 | $320K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.9% | 8,920 | $308K |
| Wealthfront Advisers LLC | 0.00% | Add +11.5% | 8,851 | $305K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -50.5% | 8,757 | $302K |
| Merit Financial Group, LLC | 0.00% | Reduce -17.9% | 8,534 | $294K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -11.7% | 8,331 | $287K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.7% | 8,282 | $286K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -4.5% | 8,138 | $281K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.4% | 8,075 | $278K |
| Mason & Associates Inc | 0.06% | No change | 7,942 | $274K |
| AE Wealth Management LLC | 0.00% | Add +15.9% | 7,505 | $259K |
| Corient Private Wealth LP | 0.00% | Reduce -20.0% | 7,427 | $256K |
| United Advisor Group, LLC | 0.04% | Reduce -11.2% | 7,346 | $253K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +1.2% | 7,215 | $249K |
| Sigma Planning Corp | 0.01% | Reduce -5.0% | 7,183 | $248K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.1% | 7,112 | $245K |
| World Equity Group, Inc. | 0.06% | New | 6,840 | $236K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.0% | 6,795 | $234K |
| Detalus Advisors, LLC | 0.07% | New | 6,740 | $232K |
| Full Sail Capital, LLC | 0.01% | No change | 6,540 | $225K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -24.4% | 6,428 | $224K |
| Procyon Advisors, LLC | 0.02% | Reduce -3.0% | 6,419 | $221K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,386 | $220K |
| Integrity Financial Corp | 0.11% | Reduce -0.8% | 6,346 | $219K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -68.5% | 6,345 | $219K |
| Refined Wealth Management | 0.14% | New | 6,031 | $208K |
| FSA Advisors, Inc. | 0.17% | Reduce -59.5% | 5,892 | $203K |
| Mariner, LLC | 0.00% | New | 5,865 | $202K |
| KPP Advisory Services LLC | 0.03% | New | 5,844 | $201K |
| Key Financial Inc | 0.04% | Add +5.1% | 5,189 | $179K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.8% | 4,679 | $161K |
| Private Trust Co. NA | 0.01% | Add +1.6% | 4,551 | $157K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +43.7% | 4,430 | $153K |
| Gen-Wealth Partners Inc | 0.06% | No change | 4,290 | $148K |
| FMR LLC | 0.00% | Reduce -9.7% | 4,257 | $147K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.3% | 3,876 | $134K |
| US Bancorp \de | 0.00% | Add +1.3% | 3,346 | $115K |
| Allworth Financial LP | 0.00% | Add +6521.7% | 3,046 | $105K |
| Transce3nd, LLC | 0.04% | Add +0.4% | 2,551 | $88K |
| Arlington Trust Co LLC | 0.02% | No change | 2,500 | $86K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,351 | $81K |
| Assetmark, Inc. | 0.00% | Add +45.9% | 1,850 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,405 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,341 | $46K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 1,219 | $42K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,083 | $37K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -34.6% | 949 | $33K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 700 | $24K |
| Tompkins Financial Corp. | 0.00% | Reduce -88.4% | 684 | $24K |
| TCTC Holdings, LLC | 0.00% | New | 591 | $20K |
| Highline Wealth Partners LLC | 0.01% | Reduce -49.3% | 589 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.8% | 488 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 474 | $16K |
| Creekmur Asset Management LLC | 0.00% | New | 428 | $15K |
| Principal Securities, Inc. | 0.00% | Add +204.6% | 396 | $14K |
| Covestor Ltd | 0.01% | Add +11.9% | 281 | $10K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $9K |
| Investors Research Corp | 0.00% | No change | 260 | $9K |
| Concord Wealth Partners | 0.00% | No change | 253 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 169 | $6K |
| Addison Advisors LLC | 0.00% | No change | 150 | $5K |
| Golden State Wealth Management, LLC | 0.00% | New | 142 | $5K |
| Tucker Asset Management LLC | 0.00% | Reduce -70.5% | 130 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 127 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -29.8% | 125 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 122 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 99 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -97.0% | 67 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 65 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 24 | $828 |
| NewEdge Advisors, LLC | 0.00% | No change | 20 | $690 |
| BNP Paribas Financial Markets | 0.00% | Add +466.7% | 17 | $586 |
| Beacon Capital Management, LLC | 0.00% | No change | 14 | $483 |
| Financial Gravity Companies, Inc. | 0.00% | — | 4 | $138 |
| Luminist Capital LLC | 0.00% | No change | 3 | $103 |
"% 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.