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

050100150200250 Q1 2024: 233Q1 2024Q2 2024: 228Q2 2024Q3 2024: 230Q3 2024Q4 2024: 229Q4 2024Q1 2025: 221Q1 2025Q2 2025: 217Q2 2025Q3 2025: 220Q3 2025Q4 2025: 235Q4 2025Q1 2026: 235Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$13.1M
Exits16$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
Strategic Wealth Partners, Ltd. 0.06% New 22,449 $852K
Ellis Investment Partners, LLC 0.15% Add +1.7% 21,281 $807K
ETF Store, Inc. 0.86% Add +2.7% 21,262 $807K
HighTower Advisors, LLC 0.00% Reduce -1.5% 20,833 $790K
WealthPlan Investment Management, LLC 0.05% Reduce -72.3% 20,705 $786K
Main Street Financial Solutions, LLC 0.05% No change 19,835 $753K
REDW Wealth LLC 0.27% No change 19,162 $727K
Legacy Financial Group LLC 0.09% Add +3.3% 17,955 $681K
Geneos Wealth Management Inc. 0.02% Reduce -0.8% 17,755 $674K
Security Financial Services, INC. 0.10% Add +8.2% 16,612 $630K
Belpointe Asset Management LLC 0.02% New 16,561 $628K
Summit Financial, LLC 0.01% New 16,349 $620K
Mengis Capital Management, Inc. 0.12% Reduce -0.9% 16,245 $616K
Opulen Financial Group LLC 0.46% Add +0.1% 16,042 $609K
MML Investors Services, LLC 0.00% Reduce -21.3% 15,792 $599K
Mayflower Financial Advisors, LLC 0.07% Reduce -16.1% 15,516 $589K
Fermata Advisors, LLC 0.15% Reduce -9.1% 15,466 $587K
Avestar Capital, LLC 0.04% Reduce -2.0% 15,360 $583K
WealthShield Partners, LLC 0.07% Reduce -0.2% 15,233 $578K
Harbour Investments, Inc. 0.01% Add +8.5% 15,159 $575K
Axxcess Wealth Management, LLC 0.01% Reduce -7.6% 14,481 $549K
Comerica Bank 0.00% Reduce -2.6% 14,452 $548K
Webster Bank, N. A. 0.05% Add +4.4% 14,345 $544K
Revolve Wealth Partners, LLC 0.06% Add +65.2% 13,765 $522K
U.S. Capital Wealth Advisors, LLC 0.01% No change 13,630 $517K
MBE Wealth Management, LLC 0.22% No change 13,624 $517K
Grove Street Fiduciary, LLC 0.24% Reduce -50.4% 13,501 $512K
RFG Advisory, LLC 0.01% Reduce -2.2% 13,440 $510K
OMNI 360 Wealth, Inc. 0.28% Add +3.6% 13,276 $504K
Cornerstone Financial Group, LLC 0.39% Reduce -1.2% 13,218 $501K
Herold Advisors, Inc. 0.11% Add +22.7% 12,998 $493K
Keystone Financial Group 0.04% Add +0.0% 12,759 $484K
Susquehanna International Group, LLP 0.00% Reduce -56.1% 12,144 $461K
World Equity Group, Inc. 0.10% Add +66.3% 11,373 $431K
Steward Partners Investment Advisory, LLC 0.00% Add +5.1% 11,003 $417K
CoreCap Advisors, LLC 0.02% Reduce -4.0% 10,916 $414K
Clearwater Capital Advisors, LLC 0.03% Reduce -15.7% 10,759 $408K
Harbor Advisory Corp. 0.12% No change 10,745 $408K
REAP Financial Group, LLC 0.09% Reduce -5.0% 10,659 $404K
Mercer Global Advisors Inc. 0.00% New 10,174 $386K
Wealthfront Advisers LLC 0.00% Add +14.8% 10,160 $385K
Twin Peaks Wealth Advisors, LLC 0.13% Reduce -14.5% 9,857 $374K
Ascentis Independent Advisors 0.06% No change 9,773 $371K
Prime Capital Investment Advisors, LLC 0.00% Add +7.9% 9,447 $358K
Modera Wealth Management, LLC 0.00% No change 9,390 $356K
Leo Wealth, LLC 0.04% Reduce -85.8% 8,665 $329K
Corient Private Wealth LP 0.00% Add +13.3% 8,417 $319K
Merit Financial Group, LLC 0.00% Reduce -2.9% 8,285 $314K
Western Wealth Management, LLC 0.02% Add +2.4% 8,265 $314K
Qube Research & Technologies Ltd 0.00% Reduce -23.2% 8,200 $311K
Mason & Associates Inc 0.06% No change 7,942 $301K
Sanctuary Advisors, LLC 0.00% Reduce -6.0% 7,781 $295K
AE Wealth Management LLC 0.00% Reduce -1.2% 7,418 $281K
HRT Financial LP 0.00% New 7,415 $281K
Jane Street Group, LLC 0.00% Reduce -66.1% 7,372 $280K
Physician Wealth Advisors, Inc. 0.04% Add +2.1% 7,366 $279K
Compound Planning, Inc. 0.01% Reduce -20.9% 7,347 $279K
United Advisor Group, LLC 0.04% Reduce -0.2% 7,332 $278K
Personal Cfo Solutions, LLC 0.05% Reduce -11.1% 7,233 $274K
Detalus Advisors, LLC 0.07% Add +5.1% 7,084 $269K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -23.4% 6,834 $259K
Cresset Asset Management, LLC 0.00% No change 6,795 $258K
Sigma Planning Corp 0.01% Reduce -5.5% 6,787 $258K
Savvy Advisors, Inc. 0.01% Reduce -5.2% 6,739 $256K
Janney Montgomery Scott LLC 0.00% Add +5.0% 6,708 $255K
Full Sail Capital, LLC 0.01% Reduce -1.0% 6,475 $246K
Procyon Advisors, LLC 0.01% Reduce -1.9% 6,295 $239K
Refined Wealth Management 0.15% Add +0.1% 6,039 $229K
Mariner, LLC 0.00% Add +1.4% 5,945 $226K
Wedbush Securities Inc. 0.01% New 5,919 $225K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -11.4% 5,696 $219K
Woodmont Investment Counsel LLC 0.01% New 5,745 $218K
Integrity Financial Corp 0.10% Reduce -9.8% 5,724 $217K
KPP Advisory Services LLC 0.03% Reduce -3.1% 5,664 $215K
Key Financial Inc 0.04% Add +7.2% 5,564 $213K
Foundations Investment Advisors, LLC 0.00% New 5,602 $213K
Moneco Advisors, LLC 0.02% New 5,374 $204K
Knightsbridge Asset Management, LLC 0.03% New 5,371 $204K
Capital Investment Advisory Services, LLC 0.01% Add +6.5% 4,718 $179K
SBI Securities Co., Ltd. 0.00% Reduce -0.3% 4,667 $177K
FMR LLC 0.00% Add +5.3% 4,483 $170K
Private Trust Co. NA 0.01% Reduce -2.0% 4,458 $169K
O'shaughnessy Asset Management, LLC 0.00% Add +357.4% 4,341 $165K
Gen-Wealth Partners Inc 0.06% No change 4,290 $163K
Assetmark, Inc. 0.00% Add +66.4% 3,079 $117K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +30.1% 3,058 $116K
Allworth Financial LP 0.00% No change 3,046 $116K
Farther Finance Advisors, LLC 0.00% Reduce -22.8% 2,991 $113K
Arlington Trust Co LLC 0.02% No change 2,500 $95K
US Bancorp \de 0.00% Reduce -50.6% 1,653 $63K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,406 $53K
PNC Financial Services Group, Inc. 0.00% No change 1,341 $51K
Larson Financial Group LLC 0.00% Add +0.5% 1,225 $46K
Fifth Third Bancorp 0.00% New 1,199 $45K
Kathleen S. Wright Associates Inc. 0.01% No change 700 $27K
CX Institutional 0.00% New 495 $19K
Advisory Services Network, LLC 0.00% New 500 $19K
Highline Wealth Partners LLC 0.01% Reduce -16.8% 490 $19K
Principal Securities, Inc. 0.00% Reduce -6.3% 371 $14K
Arcadia Investment Management Corp. 0.00% No change 267 $10K
Covestor Ltd 0.01% Reduce -6.4% 263 $10K
Concord Wealth Partners 0.00% No change 253 $10K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -53.2% 222 $8K
Noble Wealth Management PBC 0.00% — 218 $8K
Creative Financial Designs Inc. 0.00% No change 169 $6K
Addison Advisors LLC 0.00% No change 150 $6K
Clearstead Advisors, LLC 0.00% No change 127 $5K
JFS Wealth Advisors, LLC 0.00% Add +0.8% 126 $5K
WPG Advisers, LLC 0.00% No change 122 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 99 $4K
Heritage Wealth Advisors 0.00% New 84 $3K
Tompkins Financial Corp. 0.00% Reduce -88.2% 81 $3K
Evolution Wealth Management Inc. 0.00% New 72 $3K
CIBC Private Wealth Group LLC 0.00% Add +1.5% 68 $3K
Northwest Capital Management Inc 0.00% No change 65 $2K
Global Retirement Partners, LLC 0.00% No change 24 $911
NewEdge Advisors, LLC 0.00% No change 20 $759
BNP Paribas Financial Markets 0.00% Reduce -5.9% 16 $607
Financial Gravity Asset Management, Inc. 0.00% — 4 $152
Luminist Capital LLC 0.00% No change 3 $115

"% 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.