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Disclosery

XSOE WISDOMTREE TR

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EM EX ST-OWNED (fund)

230 managers (230 13F filers) reported a position in XSOE shares at 2024-12-31, 32,000,819 shares in all. 10 filers opened a position and 21 filers sold out during the quarter.

Managers
230
13F filers
230
New
10
Added
74
Reduced
94
Sold out
21
Shares held by filers
32,000,819

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,526,624$107M0.01%+153,03813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,981,983$60.4M0.01%-48,43313F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,809,401$55.2M0.5%013F-HRTimelineGroup
Valmark Advisers, Inc.1,643,922$50.1M0.78%+55,02713F-HRTimeline
UBS Group AGin group UBS Group AG1,538,297$46.9M0.01%-8,41313F-HRTimelineGroup
LPL Financial LLC1,514,887$46.2M0.02%+104,49213F-HRTimeline
OneDigital Investment Advisors LLC1,358,764$41.4M0.48%+30,70913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,181,001$36M0.61%-69,12213F-HRTimelineGroup
ESL Trust Services, LLC977,957$29.8M6.64%+8613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co787,211$24M<0.01%+83,35813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN714,196$21.8M0.01%-231,46513F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…in group Kranot Hishtalmut Le Morim Ve…713,416$21.8M1.72%013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC551,560$16.8M0.19%+102,28913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…550,324$16.8M4.09%+24,52913F-HRTimeline
Warren Street Wealth Advisors, LLC511,740$15.6M6.4%+13,27413F-HRTimeline
FLOW TRADERS U.S. LLC432,658$13.2M0.52%-1,995,05913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP382,948$11.7M0.01%-41,23313F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…372,948$11.4M1.12%-6,70513F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.350,160$10.7M1.45%-31,37313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC334,120$10.2M1.54%+26,70413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC325,310$9.91M<0.01%+89913F-HRTimelineGroup
Clearwater Capital Advisors, LLC323,840$9.87M0.97%+37,19913F-HRTimeline
Pallas Capital Advisors LLC307,568$9.37M0.4%+16413F-HRTimeline
CWM, LLCin group CWM, LLC303,028$9.24M0.04%+301,24613F-HRTimelineGroup
Marathon Mission, Inc.302,802$9.23M6.28%+9,97313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.299,859$9.14M3.37%+206,79113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC297,930$9.08M4.71%+3,71213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.289,687$8.84M0.02%-581,25713F-HR/ATimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC281,725$8.59M1.07%+2,36913F-HRTimeline
INVENIO WEALTH PARTNERS LLC275,692$8.4M3.52%+16,77713F-HRTimeline
Cetera Investment Advisers255,051$7.77M0.02%-49613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/237,389$7.24M1.52%+22,84013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC234,130$7.14M0.01%-337,47113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA222,521$6.78M<0.01%+8,80713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth208,712$6.36M0.02%-5,61213F-HR/ATimelineGroup
HOWARD BAILEY SECURITIES, LLC205,038$6.25M2.32%+5,70313F-HRTimeline
Goldstein Advisors, LLC203,459$6.2M0.9%+10,02413F-HRTimeline
Sloy Dahl & Holst, LLC201,792$6.15M0.78%-60513F-HRTimeline
WESCAP Management Group, Inc.189,506$5.78M1.4%-3,37213F-HRTimeline
Betterment LLC182,485$5.56M0.01%+12,81813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,969$5.36M0.01%+1,54813F-HRTimeline
Evergreen Private Wealth LLC171,758$5.24M2.45%+67213F-HRTimeline
Refined Wealth Management166,390$5.07M3.86%-91513F-HRTimeline
Atria Investments, Inc164,449$5.01M0.06%+26,63413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.146,809$4.47M0.06%+6,79613F-HRTimelineGroup
IFP Advisors, Inc138,599$4.22M0.14%+12,12713F-HRTimeline
Pinnacle Financial Partners Inc132,519$4.04M0.08%+6,02113F-HRTimeline
Arax Advisory Partners129,068$3.93M0.25%new13F-HRTimeline
Private Advisor Group, LLC129,046$3.93M0.02%+14213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,022$3.9M<0.01%13F-HR/ATimelineGroup
Summit Wealth Partners, LLC123,038$3.75M0.77%-13,83113F-HRTimeline
Rise Advisors, LLC122,855$3.74M1.8%-8,70413F-HRTimeline
Defined Financial Planning LLC122,202$3.72M3.98%13F-HRTimeline
Fermata Advisors, LLC118,177$3.6M0.67%-5,77513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO116,240$3.54M<0.01%-272,45313F-HRTimelineGroup
D.A. DAVIDSON & CO.115,350$3.52M0.03%+14413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp112,337$3.42M<0.01%+16,94213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC103,227$3.15M<0.01%-43,08013F-HRTimelineGroup
SK Wealth Management, LLC99,805$3.04M1.55%+38713F-HRTimeline
NorthCrest Asset Manangement, LLC90,128$2.75M0.08%+5,44113F-HR/ATimeline
Insight Advisors, LLC/ PA87,131$2.67M0.46%+5,68613F-HRTimeline
Robertson Stephens Wealth Management, L…83,561$2.55M0.09%-5,02713F-HRTimeline
Premier Path Wealth Partners, LLC82,143$2.5M0.38%+28713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,517$2.39M<0.01%-1,984,40813F-HRTimelineGroup
OLD MISSION CAPITAL LLC75,702$2.31M0.05%-612,54313F-HRTimeline
Smartleaf Asset Management LLC72,690$2.23M0.23%+2,04313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.70,657$2.15M0.01%+25813F-HRTimeline
B. Riley Wealth Advisors, Inc.68,465$2.09M0.07%-92,09213F-HRTimeline
Independent Advisor Alliance61,594$1.88M0.02%new13F-HRTimeline
Yoder Wealth Management, Inc.60,831$1.85M1.02%-1,29713F-HRTimeline
Leo Wealth, LLC58,805$1.79M0.16%+1,14413F-HRTimeline
Bison Wealth, LLC51,501$1.57M0.19%13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC51,000$1.55M<0.01%-3,31413F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC50,279$1.53M0.38%+1,09613F-HRTimeline
Koss-Olinger Consulting, LLC49,203$1.5M0.13%+39313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC49,160$1.5M0.06%+14,20913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,070$1.47M0.01%-76613F-HRTimelineGroup
XML Financial, LLC47,565$1.45M0.13%-2,67413F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …47,241$1.44M0.24%013F-HRTimelineGroup
Addison Capital Co46,850$1.43M0.57%+5,24213F-HRTimeline
Cambridge Investment Research Advisors,…45,891$1.4M<0.01%-3,11813F-HRTimeline
Montecito Bank & Trust44,404$1.35M0.23%-1,63713F-HRTimeline
Exchange Capital Management, Inc.42,442$1.29M0.21%+3,77313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41,605$1.27M0.07%+4,02413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,286$1.23M0.01%-1,28813F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC38,079$1.16M0.45%-1,95913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,496$1.11M<0.01%-6,76613F-HRTimeline
Per Stirling Capital Management, LLC.34,760$1.06M0.15%+6,73613F-HRTimeline
CONDOR CAPITAL MANAGEMENT33,863$1.03M0.09%+1,30513F-HRTimeline
MAI Capital Management32,598$994K0.01%+2,28413F-HRTimeline
Stewardship Advisors, LLC32,544$992K0.28%-134,19313F-HRTimeline
Integrated Wealth Concepts LLC31,054$947K0.01%+5,41713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,773$938K<0.01%-13,73713F-HRTimelineGroup
Grove Street Fiduciary, LLC30,636$934K0.49%13F-HRTimeline
Skyline Advisors, Inc.30,064$916K0.36%+6,94013F-HRTimeline
Beckerman Institutional, LLC29,379$895K0.72%-16613F-HRTimeline
Oxinas Partners, LLC28,953$882K0.52%+4,13913F-HRTimeline
IHT Wealth Management, LLC28,671$874K0.03%-23413F-HRTimeline
Patriot Financial Group Insurance Agenc…28,003$854K0.11%+1,18713F-HRTimeline
Avestar Capital, LLC25,898$790K0.07%+4,58813F-HRTimeline
SFI Advisors, LLC25,581$780K0.55%-1,10013F-HRTimeline
Strategic Financial Concepts, LLC25,340$772K0.15%+9413F-HR/ATimeline
BOSTON FINANCIAL MANGEMENT LLC24,971$761K0.02%-7,06913F-HRTimeline
Mayflower Financial Advisors, LLC24,880$758K0.11%-1,23613F-HRTimeline
HighTower Advisors, LLC24,163$736K<0.01%-1,81113F-HRTimeline
FSA Advisors, Inc.23,710$723K0.88%+1,52713F-HRTimeline
Glen Eagle Advisors, LLC23,513$717K0.12%+2,75113F-HRTimeline
ETF Store, Inc.23,500$716K0.89%-22,01013F-HRTimeline
N.E.W. Advisory Services LLC23,161$706K0.07%+3,04113F-HRTimeline
CROBAN23,094$704K0.69%13F-HRTimeline
Perigon Wealth Management, LLC22,728$689K0.02%+2,12013F-HRTimeline
FIRST FINANCIAL CORP /IN/21,293$649K0.3%+3,19513F-HRTimeline
Melone Private Wealth, LLC20,730$632K0.33%-10513F-HRTimeline
REDW Wealth LLC19,162$584K0.2%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC18,841$574K0.24%-2,41613F-HRTimeline
Ellis Investment Partners, LLC18,543$565K0.11%-94913F-HRTimeline
Fischer Financial Services, Inc.16,982$518K0.16%13F-HRTimeline
WealthShield Partners, LLC16,905$516K0.07%-65513F-HRTimeline
HARBOUR INVESTMENTS, INC.16,722$510K0.01%-9113F-HRTimeline
MML INVESTORS SERVICES, LLC16,714$509K<0.01%-9,33513F-HRTimeline
Mengis Capital Management, Inc.16,607$506K0.1%-28913F-HRTimeline
WEBSTER BANK, N. A.16,345$498K0.05%013F-HRTimeline
Geneos Wealth Management Inc.16,207$494K0.02%-9213F-HRTimeline
Blackhawk Capital Partners, LLC16,005$488K0.25%+2613F-HRTimeline
Opulen Financial Group LLC15,743$480K0.44%13F-HRTimeline
Beaumont Financial Advisors, LLC15,654$477K0.04%013F-HRTimeline
Herold Advisors, Inc.15,393$469K0.1%-14013F-HRTimeline
MBE Wealth Management, LLC14,891$454K0.26%-7013F-HRTimeline
COMERICA BANK14,833$452K<0.01%-90213F-HR/ATimeline
Compound Planning, Inc.14,558$444K0.02%-1,35113F-HRTimeline
Cornerstone Financial Group, LLC /NE/14,552$444K0.44%13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…14,323$437K0.04%+2,54813F-HRTimelineGroup
Security Financial Services, INC.14,242$434K0.09%+1,38713F-HRTimeline
REAP Financial Group, LLC13,944$425K0.11%-1,93513F-HRTimeline
RFG Advisory, LLC13,781$420K0.01%-3,25613F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,630$415K0.01%013F-HRTimeline
WealthPlan Investment Management, LLC13,143$401K0.04%+3,34113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd13,085$399K0.01%new13F-HRTimelineGroup
Keystone Financial Group12,782$390K0.04%-1,21613F-HRTimeline
Financial Advocates Investment Manageme…12,567$383K0.02%-1,79713F-HRTimeline
MGO ONE SEVEN LLC12,488$381K0.01%-12,67913F-HRTimeline
OMNI 360 Wealth, Inc.12,422$379K0.25%-11013F-HR/ATimeline
CoreCap Advisors, LLC11,587$353K0.02%-60213F-HRTimeline
Steward Partners Investment Advisory, L…11,165$340K<0.01%-1,62413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,256$329K<0.01%-42913F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/10,745$328K0.11%013F-HRTimeline
Merit Financial Group, LLC10,425$318K0.01%-86613F-HRTimeline
Atria Wealth Solutions, Inc.10,392$317K<0.01%-7913F-HRTimeline
Revolve Wealth Partners, LLC10,086$307K0.05%-7813F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,047$306K0.06%-72013F-HRTimelineGroup
United Advisor Group, LLC9,864$301K0.06%-1,19013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,715$296K<0.01%-3,28513F-HRTimelineGroup
Sanctuary Advisors, LLC9,544$296K<0.01%-64513F-HRTimeline
Prime Capital Investment Advisors, LLC9,442$288K<0.01%+1,26913F-HRTimeline
Modera Wealth Management, LLC9,390$286K<0.01%013F-HRTimeline
Procyon Advisors, LLC9,129$278K0.02%-45713F-HRTimeline
Western Wealth Management, LLC9,036$275K0.02%-7,27013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,844$270K<0.01%new13F-HR/ATimeline
Chicago Partners Investment Group LLC8,666$264K0.01%-1,17113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC8,661$264K0.02%-31513F-HRTimeline
AE Wealth Management LLC8,591$262K<0.01%+67213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,090$247K<0.01%-1,218,02713F-HRTimelineGroup
Mason & Associates Inc7,967$243K0.06%013F-HRTimeline
Integrity Financial Corp /WA7,818$238K0.14%-71013F-HRTimeline
Savvy Advisors, Inc.7,620$232K0.03%new13F-HRTimeline
Physician Wealth Advisors, Inc.7,129$217K0.04%-11713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,069$215K0.06%new13F-HRTimeline
Cresset Asset Management, LLC6,866$210K<0.01%-3,27613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,700$204K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,062$154K0.01%-38613F-HRTimelineGroup
Key Financial Inc4,939$151K0.03%+96513F-HRTimeline
SBI Securities Co., Ltd.4,767$145K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA4,565$139K0.01%-4913F-HRTimeline
Gen-Wealth Partners Inc4,290$131K0.06%013F-HRTimeline
FMR LLCin group FMR LLC3,985$121K<0.01%+32213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,697$113K<0.01%-10613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,301$101K<0.01%+713F-HRTimelineGroup
Transce3nd, LLC3,127$95.3K0.03%13F-HRTimeline
Kathleen S. Wright Associates Inc.2,700$82.3K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,500$76.2K0.02%013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,459$74.9K0.01%+1,25013F-HRTimeline
Farther Finance Advisors, LLC2,359$71.9K<0.01%+34813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,351$71.7K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,100$64.1K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,405$42.9K<0.01%-12313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,242$37.9K<0.01%-69313F-HRTimelineGroup
Larson Financial Group LLC1,213$37K<0.01%+413F-HRTimeline
Qube Research & Technologies Ltd1,175$35.8K<0.01%-5,67413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,171$35.7K<0.01%+7713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,160$35.3K0.01%-69113F-HRTimeline
Synergy Investment Management, LLC800$24.4K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.492$15K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management485$14.8K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB484$14.8K<0.01%013F-HRTimeline
WR Wealth Planners, LLC474$14.4K<0.01%-53413F-HRTimeline
Coppell Advisory Solutions LLC465$14.2K<0.01%-4213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC440$13.4K<0.01%013F-HRTimeline
FLP Wealth Management, LLC348$10.6K0.03%13F-HRTimeline
ORG Partners LLC314$9.57K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$8.14K<0.01%013F-HRTimeline