Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q2 2026 (June 30)235holders
18new positions
16sold out
1famous investor
$49.16avg. 13F price*
At the end of Q2 2026, 235 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, unchanged from Q1 2026. 18 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($145.2M), Bank of America Corp. ($87.4M) and LPL Financial LLC ($79.4M). 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 (Q2 2026)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $13.0M |
| Exits | 16 | $18.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,544,572 shares bought and 2,501,039 shares sold, net −956,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Morgan Stanley | 0.01% | Reduce -1.1% | 2,953,394 | $145.2M |
| Bank of America Corp. | 0.01% | Reduce -4.0% | 1,777,872 | $87.4M |
| LPL Financial LLC | 0.02% | Add +33.4% | 1,614,270 | $79.4M |
| Valmark Advisers, Inc. | 0.79% | Reduce -7.9% | 1,511,642 | $74.3M |
| State of Wisconsin Investment Board | 0.14% | No change | 1,408,892 | $69.3M |
| UBS Group AG | 0.01% | Reduce -2.7% | 1,393,826 | $68.5M |
| Wells Fargo & Company | 0.01% | Reduce -16.7% | 1,048,200 | $51.6M |
| ESL Trust Services, LLC | 8.04% | Add +0.0% | 958,864 | $47.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.6% | 652,209 | $32.1M |
| HighPoint Advisor Group LLC | 1.03% | Add +37.4% | 592,603 | $29.1M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -2.1% | 586,910 | $28.9M |
| Warren Street Wealth Advisors, LLC | 5.97% | Reduce -1.0% | 537,433 | $26.4M |
| Pallas Capital Advisors LLC | 0.80% | Add +6.6% | 525,395 | $25.8M |
| Marathon Mission, Inc. | 12.55% | Add +0.6% | 511,198 | $25.1M |
| Susquehanna International Group, LLP | 0.02% | Add +213.6% | 480,219 | $23.6M |
| Meitav Investment House Ltd. | 0.14% | Reduce -27.5% | 418,672 | $20.6M |
| Howard Financial Services, LTD. | 1.83% | Add +10.7% | 372,715 | $18.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -26.5% | 313,863 | $15.4M |
| Cetera Investment Advisers | 0.01% | Reduce -7.7% | 294,864 | $14.5M |
| Stifel Financial Corp. | 0.01% | Reduce -0.5% | 283,853 | $14.0M |
| Transamerica Financial Advisors, LLC | 1.10% | Reduce -19.6% | 265,023 | $13.0M |
| Wealth Management Resources, Inc. | 3.91% | Reduce -18.6% | 257,460 | $12.7M |
| Invenio Wealth Partners LLC | 4.39% | Reduce -0.0% | 249,481 | $12.3M |
| American Financial & Tax Strategies Inc. | 5.41% | Reduce -0.6% | 243,709 | $12.0M |
| Mgo One Seven LLC | 0.20% | Add +12.7% | 241,520 | $11.9M |
| Sloy Dahl & Holst, LLC | 1.42% | Add +2.3% | 233,875 | $11.5M |
| Goldstein Advisors, LLC | 1.02% | Reduce -1.7% | 226,328 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 224,459 | $11.0M |
| Gould Asset Management LLC | 1.72% | Reduce -9.6% | 221,964 | $10.9M |
| Arax Advisory Partners | 0.07% | Add +6.9% | 220,764 | $10.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.42% | Reduce -68.5% | 194,788 | $9.6M |
| WESCAP Management Group, Inc. | 1.68% | Reduce -1.6% | 183,570 | $9.0M |
| Lodestar Private Asset Management LLC | 0.76% | Reduce -13.2% | 178,086 | $8.8M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +3.8% | 176,341 | $8.7M |
| Evergreen Private Wealth LLC | 3.00% | Reduce -2.4% | 164,755 | $8.1M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +1.3% | 162,840 | $8.0M |
| Focus Partners Wealth | 0.01% | Reduce -3.5% | 157,261 | $7.7M |
| Jane Street Group, LLC | 0.00% | New | 141,540 | $7.0M |
| Encompass More Asset Management | 1.01% | Add +5.4% | 139,500 | $6.9M |
| Addison Capital Co | 1.10% | Add +3.8% | 136,849 | $6.7M |
| Betterment LLC | 0.01% | Reduce -23.9% | 134,574 | $6.6M |
| IFP Advisors, Inc | 0.11% | Reduce -1.6% | 127,200 | $6.3M |
| Sentinel Wealth Management, Inc. | 4.18% | Add +1.6% | 120,549 | $5.9M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.3% | 114,908 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 110,258 | $5.4M |
| Atria Investments, Inc | 0.05% | Reduce -32.1% | 110,106 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +28.4% | 108,936 | $5.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.21% | Reduce -60.2% | 104,763 | $5.2M |
| Castlekeep Investment Advisors LLC | 2.52% | Add +6.8% | 102,226 | $5.0M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.2% | 101,006 | $5.0M |
| Smartleaf Asset Management LLC | 0.15% | No change | 98,011 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +22.9% | 91,312 | $4.5M |
| Algorithmic Investment Models, LLC | 5.17% | Reduce -8.9% | 90,817 | $4.5M |
| Evermay Wealth Management LLC | 0.45% | Reduce -30.6% | 88,858 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +11.8% | 81,166 | $4.0M |
| Mariner, LLC | 0.00% | Reduce -34.4% | 79,500 | $3.9M |
| Premier Path Wealth Partners, LLC | 0.45% | Add +13.3% | 79,063 | $3.9M |
| SK Wealth Management, LLC | 0.81% | Reduce -2.1% | 77,358 | $3.6M |
| Lido Advisors, LLC | 0.01% | Add +0.9% | 70,543 | $3.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -51.1% | 66,955 | $3.3M |
| Yoder Wealth Management, Inc. | 1.06% | Reduce -0.0% | 55,515 | $2.7M |
| Drive Wealth Management, LLC | 0.46% | Reduce -3.8% | 53,032 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | Reduce -7.8% | 52,609 | $2.6M |
| XML Financial, LLC | 0.18% | Add +2.7% | 50,522 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -53.0% | 49,618 | $2.4M |
| Blackhawk Capital Partners, LLC | 0.78% | Add +5.7% | 48,293 | $2.4M |
| Fiduciary Financial Advisors | 0.24% | New | 47,696 | $2.3M |
| Karnit Road Accident Victims Compensation Fund | 1.32% | No change | 47,241 | $2.3M |
| Glen Eagle Advisors, LLC | 0.29% | Add +24.6% | 46,291 | $2.3M |
| BigSur Wealth Management LLC | 0.53% | Add +493.3% | 44,500 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +552.5% | 40,079 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -37.1% | 39,991 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 38,087 | $1.9M |
| Condor Capital Management | 0.14% | Add +0.7% | 37,232 | $1.8M |
| MAI Capital Management | 0.01% | Add +1.7% | 36,363 | $1.8M |
| Client 1ST Advisory Group, LLC | 0.47% | No change | 35,637 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +93.8% | 35,463 | $1.7M |
| Montecito Bank & Trust | 0.26% | Reduce -9.3% | 35,393 | $1.7M |
| ETF Store, Inc. | 1.45% | Add +42.2% | 35,339 | $1.7M |
| Oxinas Partners, LLC | 0.65% | Reduce -5.9% | 33,414 | $1.6M |
| Keel Point, LLC | 0.10% | New | 33,348 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.1% | 33,174 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 32,442 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -4.0% | 31,704 | $1.6M |
| Western Wealth Management, LLC | 0.05% | Add +83.1% | 31,673 | $1.6M |
| Empowered Funds, LLC | 0.01% | Add +5.3% | 31,512 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +1.6% | 30,780 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -4.9% | 30,464 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -29.6% | 29,626 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.9% | 29,384 | $1.4M |
| Sherry Group, Inc. | 1.41% | Reduce -0.8% | 29,824 | $1.4M |
| First Financial Corp. | 0.49% | Reduce -2.9% | 28,602 | $1.4M |
| Northbridge Financial Group, LLC | 0.53% | Add +3.5% | 28,188 | $1.4M |
| Beckerman Institutional, LLC | 0.65% | Reduce -1.5% | 27,879 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.12% | Reduce -35.3% | 25,662 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.3% | 24,615 | $1.2M |
| Fischer Financial Services, Inc. | 0.30% | Reduce -0.6% | 24,202 | $1.2M |
| Lanark Financial, Inc. | 0.08% | Reduce -8.6% | 23,566 | $1.2M |
| XY Planning Network, Inc. | 0.14% | Add +8.5% | 22,844 | $1.1M |
| Geneos Wealth Management Inc. | 0.02% | Add +10.1% | 21,789 | $1.1M |
| Summit Wealth Partners, LLC | 0.15% | Reduce -14.8% | 21,752 | $1.1M |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -1.8% | 21,578 | $1.1M |
| Ellis Investment Partners, LLC | 0.16% | Add +0.2% | 21,494 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -11.3% | 21,344 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +38.5% | 21,017 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +108.5% | 20,777 | $1.0M |
| Retirement Planning Group, LLC | 0.02% | Add +8.3% | 19,964 | $982K |
| Arsenal Capital Advisors LLC | 0.58% | No change | 19,835 | $975K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -31.9% | 19,011 | $935K |
| SFI Advisors, LLC | 0.81% | No change | 18,992 | $934K |
| Legacy Financial Group LLC | 0.10% | Reduce -0.2% | 17,269 | $849K |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 16,937 | $833K |
| Mengis Capital Management, Inc. | 0.12% | Add +0.1% | 16,261 | $800K |
| Avestar Capital, LLC | 0.05% | Add +4.1% | 15,911 | $783K |
| Skyline Advisors, Inc. | 0.24% | Reduce -20.4% | 15,581 | $766K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.9% | 15,573 | $766K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.2% | 15,491 | $762K |
| Webster Bank, N. A. | 0.06% | Reduce -1.3% | 15,040 | $740K |
| Summit Financial, LLC | 0.01% | Reduce -1.5% | 14,821 | $729K |
| Opulen Financial Group LLC | 0.45% | Reduce -4.8% | 14,636 | $720K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.8% | 14,628 | $719K |
| Alchemi Wealth, LLC | 0.34% | Add +29.3% | 14,584 | $717K |
| Wealthfront Advisers LLC | 0.00% | Add +12.1% | 14,583 | $717K |
| OMNI 360 Wealth, Inc. | 0.33% | Add +2.9% | 14,466 | $711K |
| World Equity Group, Inc. | 0.16% | Reduce -5.3% | 14,284 | $703K |
| REDW Wealth LLC | 0.24% | No change | 13,762 | $677K |
| Royal Bank of Canada | 0.00% | Reduce -5.4% | 13,677 | $672K |
| Howard Bailey Securities, LLC | 0.25% | Reduce -19.8% | 13,646 | $671K |
| MBE Wealth Management, LLC | 0.23% | No change | 13,586 | $668K |
| Keystone Financial Group | 0.04% | Add +0.0% | 13,491 | $663K |
| RFG Advisory, LLC | 0.01% | Reduce -1.8% | 13,375 | $658K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -5.2% | 13,130 | $646K |
| Cornerstone Financial Group, LLC | 0.39% | Add +0.4% | 12,770 | $628K |
| TopTier Wealth Management, LLC | 0.38% | Reduce -1.1% | 12,766 | $628K |
| Fermata Advisors, LLC | 0.13% | Reduce -0.0% | 12,696 | $624K |
| Bison Wealth, LLC | 0.06% | Reduce -2.6% | 12,733 | $616K |
| Axxcess Wealth Management, LLC | 0.01% | New | 11,988 | $590K |
| Security Financial Services, INC. | 0.08% | Reduce -4.7% | 11,817 | $581K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -30.2% | 10,957 | $539K |
| Harbor Advisory Corp. | 0.14% | No change | 10,745 | $528K |
| HRT Financial LP | 0.00% | Add +83.3% | 10,520 | $517K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.5% | 10,143 | $499K |
| Grove Street Fiduciary, LLC | 0.21% | No change | 10,073 | $495K |
| Key Financial Inc | 0.08% | Add +13.6% | 10,053 | $494K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.4% | 9,858 | $485K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -8.2% | 9,575 | $471K |
| Farther Finance Advisors, LLC | 0.00% | Add +89.6% | 9,336 | $459K |
| Herold Advisors, Inc. | 0.09% | Reduce -20.2% | 8,956 | $441K |
| Belpointe Asset Management LLC | 0.01% | Add +65.6% | 8,655 | $426K |
| AE Wealth Management LLC | 0.00% | Add +19.3% | 8,540 | $420K |
| Snowden Capital Advisors LLC | 0.01% | Add +42.8% | 8,336 | $410K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 8,331 | $410K |
| Mason & Associates Inc | 0.06% | No change | 7,942 | $391K |
| Twin Peaks Wealth Advisors, LLC | 0.09% | Add +0.5% | 7,747 | $381K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +1.3% | 7,615 | $374K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 7,384 | $363K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -1.5% | 6,968 | $343K |
| Compound Planning, Inc. | 0.01% | Add +0.3% | 6,938 | $341K |
| FMR LLC | 0.00% | Add +17.0% | 6,895 | $339K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 6,789 | $334K |
| Modera Wealth Management, LLC | 0.00% | Reduce -31.4% | 6,440 | $317K |
| Impact Capital Partners LLC | 0.08% | New | 6,242 | $307K |
| REAP Financial Group, LLC | 0.05% | Reduce -30.8% | 6,065 | $298K |
| Wedbush Securities Inc. | 0.01% | Add +11.1% | 6,050 | $298K |
| Savvy Advisors, Inc. | 0.01% | Reduce -3.1% | 6,052 | $298K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -20.3% | 6,021 | $296K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 5,745 | $283K |
| United Advisor Group, LLC | 0.03% | Add +0.1% | 5,559 | $273K |
| KPP Advisory Services LLC | 0.03% | No change | 5,537 | $272K |
| Sunpointe, LLC | 0.08% | No change | 5,462 | $269K |
| VestGen Advisors, LLC | 0.01% | Reduce -6.0% | 5,449 | $268K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.0% | 5,395 | $265K |
| Integrity Financial Corp | 0.13% | Reduce -2.1% | 5,394 | $265K |
| Moneco Advisors, LLC | 0.02% | Add +0.0% | 5,376 | $264K |
| Knightsbridge Asset Management, LLC | 0.03% | No change | 5,371 | $264K |
| Detalus Advisors, LLC | 0.05% | Add +4.5% | 5,281 | $260K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 5,238 | $258K |
| Park Avenue Securities LLC | 0.00% | New | 5,138 | $253K |
| Sfmg, LLC | 0.02% | Add +0.3% | 5,055 | $249K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.0% | 5,127 | $245K |
| SGL Investment Advisors, Inc. | 0.08% | Reduce -1.3% | 5,038 | $234K |
| Refined Wealth Management | 0.14% | New | 4,570 | $225K |
| Croban | 0.10% | New | 4,555 | $224K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 4,547 | $224K |
| Private Trust Co. NA | 0.02% | No change | 4,427 | $218K |
| Two Sigma Securities, LLC | 0.02% | Reduce -38.4% | 4,341 | $213K |
| Gen-Wealth Partners Inc | 0.06% | No change | 4,290 | $211K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -61.4% | 3,763 | $185K |
| Assetmark, Inc. | 0.00% | Reduce -1.7% | 3,319 | $163K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 3,058 | $150K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $148K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +27.2% | 2,519 | $124K |
| Avalon Trust Co | 0.01% | No change | 2,107 | $104K |
| Tounjian Advisory Partners, LLC | 0.04% | New | 2,077 | $102K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -52.9% | 2,066 | $102K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,934 | $95K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.7% | 1,400 | $69K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,341 | $66K |
| Larson Financial Group LLC | 0.00% | Reduce -3.5% | 1,191 | $59K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,000 | $49K |
| Russell Investments Group, Ltd. | 0.00% | New | 861 | $42K |
| Institute for Wealth Management, LLC. | 0.00% | New | 650 | $32K |
| AlphaCore Capital LLC | 0.00% | No change | 556 | $27K |
| Evolution Wealth Management Inc. | 0.01% | No change | 469 | $23K |
| Vanguard Advisers Inc. | 0.00% | Add +20.2% | 411 | $20K |
| Highline Wealth Partners LLC | 0.00% | Add +0.5% | 396 | $19K |
| Covestor Ltd | 0.01% | Reduce -17.4% | 337 | $17K |
| Synergy Investment Management, LLC | 0.00% | Add +0.7% | 302 | $15K |
| BlackRock, Inc. | 0.00% | No change | 262 | $13K |
| Concord Wealth Partners | 0.00% | New | 253 | $12K |
| Noble Wealth Management PBC | 0.00% | No change | 218 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 210 | $10K |
| Global Retirement Partners, LLC | 0.00% | — | 210 | $10K |
| Gill Capital Partners, LLC | 0.00% | No change | 181 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 163 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 151 | $7K |
| Addison Advisors LLC | 0.00% | No change | 150 | $7K |
| Triumph Capital Management | 0.00% | No change | 149 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 127 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 127 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 99 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 83 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -41.0% | 72 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 68 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 60 | $3K |
| Napier Financial, LLC | 0.00% | No change | 34 | $2K |
| US Bancorp \de | 0.00% | No change | 32 | $2K |
| Planning Strategies Inc. | 0.00% | — | 31 | $2K |
| SHP Wealth Management | 0.00% | No change | 21 | $1K |
| CX Institutional | 0.00% | Reduce -80.7% | 29 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 20 | $984 |
| Kingdom Financial Group LLC. | 0.00% | No change | 10 | $503 |
| Main Street Group, LTD | 0.00% | New | 9 | $445 |
| Financial Gravity Companies, Inc. | 0.00% | — | 4 | $197 |
| Luminist Capital LLC | 0.00% | New | 3 | $148 |
"% 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.