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XSOE WISDOMTREE TR

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EM EX ST-OWNED (fund)

222 managers (223 13F filers) reported a position in XSOE shares at 2025-03-31, 32,666,783 shares in all. 15 filers opened a position and 20 filers sold out during the quarter.

Managers
222
13F filers
223
New
15
Added
88
Reduced
85
Sold out
20
Shares held by filers
32,666,783

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JFS WEALTH ADVISORS, LLC178$5.48K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV169$5.21K<0.01%-6413F-HRTimeline
Addison Advisors LLC150$4.63K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC130$3.96K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC127$3.92K<0.01%013F-HRTimeline
WPG Advisers, LLC122$3.77K<0.01%-4313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.99$3.06K<0.01%+3313F-HRTimeline
Plante Moran Financial Advisors, LLC88$2.72K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74$2.29K<0.01%+2213F-HR/ATimelineGroup
Northwest Capital Management Inc65$2.01K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.61$1.89K<0.01%013F-HRTimeline
NorthRock Partners, LLC58$1.79K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC56$1.73K<0.01%new13F-HRTimeline
Allworth Financial LP46$1.42K<0.01%013F-HRTimeline
NewEdge Advisors, LLC20$617<0.01%013F-HRTimeline
Beacon Capital Management, LLC14$432<0.01%013F-HRTimeline
NFSG Corp12$370<0.01%-11213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4$123<0.01%13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$93<0.01%-813F-HRTimelineGroup
Luminist Capital LLC3$93<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Financial Management Professionals, Inc.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.