Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q3 2025 (September 30)220holders +3
20new positions
16sold out
1famous investor
$37.88avg. 13F price*
At the end of Q3 2025, 220 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, up 3 from Q2 2025. 20 opened new positions and 16 sold out. The largest holders were OneDigital Investment Advisors LLC ($141.5M), Morgan Stanley ($104.1M) and Bank of America Corp. ($75.5M). 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 (Q3 2025)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $13.1M |
| Exits | 16 | $15.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,362,045 shares bought and 1,346,323 shares sold, net +15,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| OneDigital Investment Advisors LLC | 1.45% | Add +11.1% | 3,728,325 | $141.5M |
| Morgan Stanley | 0.01% | Reduce -1.7% | 2,744,055 | $104.1M |
| Bank of America Corp. | 0.01% | Reduce -5.2% | 1,989,454 | $75.5M |
| Valmark Advisers, Inc. | 0.82% | Add +1.5% | 1,661,130 | $63.0M |
| LPL Financial LLC | 0.02% | Add +2.3% | 1,561,515 | $59.2M |
| State of Wisconsin Investment Board | 0.12% | No change | 1,408,892 | $53.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.39% | No change | 1,360,000 | $51.6M |
| Wells Fargo & Company | 0.01% | Add +5.5% | 1,297,118 | $49.2M |
| UBS Group AG | 0.01% | Add +13.0% | 1,285,465 | $48.8M |
| Meitav Investment House Ltd. | 0.59% | Add +0.0% | 1,181,142 | $44.8M |
| ESL Trust Services, LLC | 7.13% | Reduce -2.4% | 957,475 | $36.3M |
| Osaic Holdings, Inc. | 0.04% | Add +1.1% | 832,178 | $29.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.0% | 726,638 | $27.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.82% | No change | 713,416 | $27.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.32% | Add +3.9% | 593,400 | $22.5M |
| Warren Street Wealth Advisors, LLC | 6.59% | Reduce -0.5% | 579,265 | $22.0M |
| Pallas Capital Advisors LLC | 0.71% | Add +4.4% | 507,496 | $19.3M |
| Marathon Mission, Inc. | 10.50% | Reduce -0.6% | 463,862 | $17.6M |
| Transamerica Financial Advisors, LLC | 1.24% | Add +0.5% | 394,242 | $15.0M |
| Cetera Investment Advisers | 0.02% | Add +22.4% | 350,269 | $13.3M |
| Wealth Management Resources, Inc. | 3.93% | Add +2.6% | 320,159 | $12.1M |
| Lodestar Private Asset Management LLC | 1.23% | Add +4.0% | 309,270 | $11.7M |
| Howard Financial Services, LTD. | 1.40% | Reduce -0.9% | 301,603 | $11.4M |
| Cwm, LLC | 0.03% | Reduce -5.7% | 276,048 | $10.5M |
| Stifel Financial Corp. | 0.01% | Reduce -0.9% | 268,340 | $10.2M |
| American Financial & Tax Strategies Inc. | 4.93% | Reduce -5.1% | 260,598 | $9.9M |
| Gould Asset Management LLC | 1.80% | Add +15.3% | 255,701 | $9.7M |
| Sloy Dahl & Holst, LLC | 0.96% | Add +0.7% | 239,415 | $9.1M |
| Goldstein Advisors, LLC | 1.04% | Add +1.3% | 226,374 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 218,612 | $8.3M |
| Howard Bailey Securities, LLC | 2.29% | Reduce -6.0% | 212,409 | $8.1M |
| Mgo One Seven LLC | 0.18% | Add +4.0% | 208,099 | $7.9M |
| Invenio Wealth Partners LLC | 2.79% | Reduce -4.7% | 201,792 | $7.7M |
| Evermay Wealth Management LLC | 0.85% | Reduce -53.6% | 195,061 | $7.4M |
| Betterment LLC | 0.01% | Add +1.1% | 190,107 | $7.2M |
| Focus Partners Wealth | 0.01% | Reduce -3.1% | 182,180 | $6.9M |
| WESCAP Management Group, Inc. | 1.44% | Reduce -3.1% | 180,893 | $6.9M |
| Atria Investments, Inc | 0.08% | Reduce -2.8% | 177,794 | $6.7M |
| Evergreen Private Wealth LLC | 2.69% | Reduce -2.6% | 174,769 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 174,491 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Add +11.4% | 168,544 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -7.7% | 154,263 | $5.9M |
| Pinnacle Financial Partners Inc | 0.14% | Add +10.1% | 149,781 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 139,462 | $5.3M |
| Defined Financial Planning LLC | 4.37% | Reduce -4.9% | 136,181 | $5.3M |
| IFP Advisors, Inc | 0.12% | Reduce -4.3% | 118,578 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 118,468 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.2% | 117,829 | $4.5M |
| Sentinel Wealth Management, Inc. | 3.61% | Add +9.1% | 109,571 | $4.2M |
| Algorithmic Investment Models, LLC | 2.71% | Reduce -10.1% | 107,691 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.7% | 100,456 | $3.8M |
| Insight Advisors, LLC/ PA | 0.58% | Add +0.2% | 100,338 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +0.6% | 100,327 | $3.8M |
| SK Wealth Management, LLC | 1.27% | Reduce -3.6% | 88,500 | $3.4M |
| Premier Path Wealth Partners, LLC | 0.44% | Add +3.0% | 89,463 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -30.6% | 81,477 | $3.1M |
| Smartleaf Asset Management LLC | 0.19% | Add +2.6% | 79,824 | $3.0M |
| Flow Traders U.S. LLC | 0.12% | New | 78,428 | $3.0M |
| Addison Capital Co | 0.83% | Add +30.9% | 74,216 | $2.8M |
| Castlekeep Investment Advisors LLC | 1.21% | Add +5.0% | 68,192 | $2.6M |
| Encompass More Asset Management | 0.45% | New | 62,277 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +106.3% | 58,913 | $2.2M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -1.9% | 58,867 | $2.2M |
| Yoder Wealth Management, Inc. | 1.01% | Reduce -2.5% | 56,316 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +11.6% | 55,176 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -12.7% | 53,759 | $2.0M |
| Glen Eagle Advisors, LLC | 0.26% | Add +5.2% | 48,668 | $1.8M |
| Lido Advisors, LLC | 0.01% | New | 48,421 | $1.8M |
| XML Financial, LLC | 0.15% | Add +0.3% | 47,851 | $1.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.26% | No change | 47,241 | $1.8M |
| Croban | 1.16% | Add +52.9% | 45,984 | $1.7M |
| Drive Wealth Management, LLC | 0.37% | Reduce -4.6% | 45,692 | $1.7M |
| Koss-Olinger Consulting, LLC | 0.14% | No change | 47,864 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -10.5% | 42,885 | $1.6M |
| Montecito Bank & Trust | 0.25% | — | 42,344 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.6% | 40,346 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.18% | Add +4.8% | 39,346 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.7% | 38,303 | $1.5M |
| Client 1ST Advisory Group, LLC | 0.47% | No change | 37,068 | $1.4M |
| Skyline Advisors, Inc. | 0.47% | Add +7.9% | 35,976 | $1.4M |
| Condor Capital Management | 0.11% | Add +0.6% | 35,875 | $1.4M |
| Oxinas Partners, LLC | 0.73% | Add +1.0% | 35,740 | $1.4M |
| Blackhawk Capital Partners, LLC | 0.51% | Add +111.6% | 34,601 | $1.3M |
| MAI Capital Management | 0.01% | Add +8.5% | 33,554 | $1.3M |
| Summit Wealth Partners, LLC | 0.23% | Reduce -14.2% | 33,216 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -0.8% | 33,087 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -3.1% | 32,520 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -17.6% | 30,757 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +8.7% | 30,624 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.5% | 28,858 | $1.1M |
| Beckerman Institutional, LLC | 0.64% | Reduce -3.0% | 28,587 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.0% | 28,534 | $1.1M |
| Citadel Advisors | 0.00% | New | 27,079 | $1.0M |
| First Financial Corp. | 0.38% | Reduce -2.3% | 25,672 | $974K |
| Thrivent Financial for Lutherans | 0.00% | New | 25,583 | $971K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.5% | 25,489 | $967K |
| N.E.W. Advisory Services LLC | 0.08% | Add +6.9% | 24,939 | $946K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.1% | 24,328 | $926K |
| SFI Advisors, LLC | 0.58% | Reduce -4.2% | 24,137 | $916K |
| Fischer Financial Services, Inc. | 0.24% | Add +9.7% | 23,263 | $883K |
"% 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.