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Disclosery

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
MORGAN STANLEYin group MORGAN STANLEY3,011,805$93M0.01%-514,81913F-HRTimelineGroup
OneDigital Investment Advisors LLC2,404,443$74.2M0.88%+1,045,67913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,071,155$63.9M0.01%+89,17213F-HRTimelineGroup
Valmark Advisers, Inc.1,671,636$51.6M0.78%+27,71413F-HRTimeline
LPL Financial LLC1,474,789$45.5M0.02%-40,09813F-HRTimeline
UBS Group AGin group UBS Group AG1,448,015$44.7M0.01%-90,28213F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD1,408,892$43.5M0.11%new13F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,360,000$42M0.43%-449,40113F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,181,001$36.5M0.67%013F-HRTimelineGroup
ESL Trust Services, LLC977,457$30.2M6.81%-50013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co815,690$25.2M<0.01%+28,47913F-HR/ATimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…in group Kranot Hishtalmut Le Morim Ve…713,416$22M1.8%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN712,659$22M0.01%-1,53713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC582,284$18M0.19%+30,72413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…568,521$17.6M4.29%+18,19713F-HRTimeline
Warren Street Wealth Advisors, LLC544,307$16.8M6.58%+32,56713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…396,610$12.2M1.25%+23,66213F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC357,303$11M1.45%+23,18313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.342,831$10.6M0.02%+53,14413F-HRTimelineGroup
Clearwater Capital Advisors, LLC340,918$10.5M1.02%+17,07813F-HRTimeline
Pallas Capital Advisors LLC318,932$9.85M0.41%+11,36413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.318,466$9.83M1.34%-31,69413F-HRTimeline
Marathon Mission, Inc.309,368$9.55M6.68%+6,56613F-HRTimeline
CWM, LLCin group CWM, LLC303,273$9.36M0.04%+24513F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.301,013$9.29M3.37%+1,15413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP296,096$9.14M0.01%-86,85213F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC283,986$8.77M1.1%+2,26113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC282,926$8.73M4.7%-15,00413F-HRTimeline
Cetera Investment Advisers253,590$7.83M0.02%-1,46113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/234,707$7.25M1.49%-2,68213F-HRTimeline
INVENIO WEALTH PARTNERS LLC227,781$7.03M2.95%-47,91113F-HRTimeline
Goldstein Advisors, LLC225,083$6.95M1.02%+21,62413F-HRTimeline
Sloy Dahl & Holst, LLC224,247$6.92M1.21%+22,45513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC220,444$6.81M2.27%+15,40613F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC219,233$6.77M<0.01%-106,07713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth198,144$6.12M0.02%-10,56813F-HR/ATimelineGroup
MGO ONE SEVEN LLC197,347$6.09M0.24%+184,85913F-HRTimeline
Betterment LLC192,882$5.95M0.01%+10,39713F-HRTimeline
WESCAP Management Group, Inc.180,717$5.58M1.36%-8,78913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC177,344$5.47M0.01%+1,37513F-HRTimeline
Evergreen Private Wealth LLC174,443$5.39M2.52%+2,68513F-HRTimeline
Atria Investments, Inc169,026$5.22M0.07%+4,57713F-HRTimeline
OLD MISSION CAPITAL LLC166,785$5.15M0.1%+91,08313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.155,316$4.79M0.07%+8,50713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding149,695$4.62M+46,468Timeline
Arax Advisory Partners142,647$4.4M0.28%+13,57913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO137,106$4.23M<0.01%+20,86613F-HRTimelineGroup
IFP Advisors, Inc136,447$4.21M0.13%-2,15213F-HRTimeline
Defined Financial Planning LLC134,948$4.18M4.23%+12,74613F-HRTimeline
Pinnacle Financial Partners Inc133,991$4.14M0.08%+1,47213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp132,352$4.09M<0.01%+20,01513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,132$3.65M<0.01%-9,89013F-HRTimelineGroup
D.A. DAVIDSON & CO.117,783$3.64M0.03%+2,43313F-HRTimeline
Private Advisor Group, LLC105,231$3.25M0.02%-23,81513F-HRTimeline
Summit Wealth Partners, LLC103,771$3.2M0.65%-19,26713F-HRTimeline
B. Riley Wealth Advisors, Inc.102,570$3.17M0.1%+34,10513F-HRTimeline
Algorithmic Investment Models, LLC102,278$3.16M2.33%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…102,159$3.15M0.01%+94,06913F-HRTimelineGroup
Insight Advisors, LLC/ PA96,646$2.98M0.52%+9,51513F-HRTimeline
SK Wealth Management, LLC91,755$2.74M1.47%-8,05013F-HRTimeline
Premier Path Wealth Partners, LLC87,111$2.69M0.42%+4,96813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,859$2.65M<0.01%-136,66213F-HR/ATimelineGroup
NorthCrest Asset Manangement, LLC83,465$2.58M0.08%-6,66313F-HRTimeline
Smartleaf Asset Management LLC76,078$2.36M0.23%+3,38813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.72,670$2.24M0.01%+2,01313F-HRTimeline
Yoder Wealth Management, Inc.59,191$1.83M1.03%-1,64013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…53,936$1.67M0.04%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS53,700$1.66M<0.01%+17,20413F-HRTimeline
Addison Capital Co50,624$1.56M0.61%+3,77413F-HRTimeline
Bison Wealth, LLC50,248$1.55M0.14%-1,25313F-HRTimeline
Koss-Olinger Consulting, LLC49,383$1.52M0.13%+18013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,160$1.52M0.01%+1,09013F-HRTimelineGroup
XML Financial, LLC48,157$1.49M0.14%+59213F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …47,241$1.46M0.24%013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC46,744$1.44M0.34%-3,53513F-HRTimeline
Cambridge Investment Research Advisors,…45,520$1.41M<0.01%-37113F-HRTimeline
Montecito Bank & Trust44,086$1.36M0.24%-31813F-HRTimeline
Exchange Capital Management, Inc.44,010$1.36M0.22%+1,56813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC42,924$1.33M0.05%-6,23613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41,034$1.27M0.07%-57113F-HRTimelineGroup
Glen Eagle Advisors, LLC40,252$1.24M0.21%+16,73913F-HRTimeline
Per Stirling Capital Management, LLC.37,829$1.17M0.17%+3,06913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC37,669$1.16M0.45%-41013F-HRTimeline
Robertson Stephens Wealth Management, L…36,733$1.13M0.04%-46,82813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,333$1.12M0.01%-3,95313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,011$1.11M<0.01%+5,23813F-HRTimelineGroup
Oxinas Partners, LLC35,566$1.1M0.65%+6,61313F-HRTimeline
CONDOR CAPITAL MANAGEMENT35,101$1.08M0.1%+1,23813F-HRTimeline
Beaumont Financial Advisors, LLC34,817$1.07M0.08%+19,16313F-HRTimeline
Geneos Wealth Management Inc.33,928$1.05M0.02%+17,72113F-HRTimeline
MAI Capital Management31,781$981K0.01%-81713F-HRTimeline
Skyline Advisors, Inc.31,425$970K0.38%+1,36113F-HRTimeline
Integrated Wealth Concepts LLC31,398$969K0.01%+34413F-HRTimeline
Beckerman Institutional, LLC29,542$912K0.66%+16313F-HRTimeline
CROBAN28,639$884K0.81%+5,54513F-HRTimeline
LANARK FINANCIAL, INC.27,683$854K0.07%+27,66713F-HRTimeline
Grove Street Fiduciary, LLC27,215$840K0.43%-3,42113F-HRTimeline
Strategic Financial Concepts, LLC26,260$811K0.15%+92013F-HRTimeline
IHT Wealth Management, LLC25,281$783K0.02%-3,39013F-HRTimeline
Perigon Wealth Management, LLC25,188$778K0.02%+2,46013F-HRTimeline
SFI Advisors, LLC24,999$772K0.57%-58213F-HRTimeline
FIRST FINANCIAL CORP /IN/24,223$748K0.36%+2,93013F-HRTimeline
N.E.W. Advisory Services LLC23,489$725K0.06%+32813F-HRTimeline
HighTower Advisors, LLC23,238$717K<0.01%-92513F-HRTimeline
Ellis Investment Partners, LLC21,532$665K0.14%+2,98913F-HRTimeline
Avestar Capital, LLC21,209$655K0.06%-4,68913F-HRTimeline
MML INVESTORS SERVICES, LLC20,967$647K<0.01%+4,25313F-HRTimeline
Mayflower Financial Advisors, LLC20,865$644K0.1%-4,01513F-HRTimeline
ETF Store, Inc.20,317$627K0.77%-3,18313F-HRTimeline
Atria Wealth Solutions, Inc.20,177$623K0.01%+9,78513F-HRTimeline
REDW Wealth LLC19,162$592K0.22%013F-HRTimeline
Fermata Advisors, LLC18,992$586K0.11%-99,18513F-HRTimeline
Legacy Financial Group LLC18,745$579K0.09%-7,02213F-HRTimeline
Prime Capital Investment Advisors, LLC17,688$546K0.01%+8,24613F-HRTimeline
Fischer Financial Services, Inc.16,982$524K0.17%013F-HRTimeline
WealthShield Partners, LLC16,685$515K0.07%-22013F-HRTimeline
Opulen Financial Group LLC16,306$503K0.46%+56313F-HRTimeline
Mengis Capital Management, Inc.16,107$497K0.1%-50013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,045$495K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…15,971$493K0.07%-12,03213F-HRTimeline
Blackhawk Capital Partners, LLC15,951$492K0.25%-5413F-HRTimeline
Herold Advisors, Inc.15,793$488K0.11%+40013F-HRTimeline
Security Financial Services, INC.15,524$479K0.1%+1,28213F-HRTimeline
MBE Wealth Management, LLC14,891$460K0.22%013F-HRTimeline
COMERICA BANK14,824$458K<0.01%-913F-HRTimeline
Keystone Financial Group14,764$458K0.05%+1,98213F-HRTimeline
HARBOUR INVESTMENTS, INC.14,571$450K0.01%-2,15113F-HRTimeline
FSA Advisors, Inc.14,532$449K0.36%-9,17813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…14,447$446K0.04%+12413F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/13,338$437K0.39%-1,21413F-HRTimeline
WEBSTER BANK, N. A.13,740$424K0.05%-2,60513F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,630$421K0.01%013F-HRTimeline
Compound Planning, Inc.13,564$419K0.02%-99413F-HRTimeline
RFG Advisory, LLC13,540$418K0.01%-24113F-HRTimeline
OMNI 360 Wealth, Inc.12,749$394K0.26%+32713F-HR/ATimeline
REAP Financial Group, LLC11,933$368K0.09%-2,01113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12,217$366K0.17%-6,62413F-HRTimeline
CoreCap Advisors, LLC11,416$352K0.02%-17113F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC11,208$346K0.18%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/10,745$332K0.11%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,256$329K<0.01%013F-HR/ATimelineGroup
WealthPlan Investment Management, LLC10,588$327K0.03%-2,55513F-HRTimeline
Financial Advocates Investment Manageme…10,535$325K0.02%-2,03213F-HRTimeline
Steward Partners Investment Advisory, L…10,465$323K<0.01%-70013F-HRTimeline
Merit Financial Group, LLC10,392$321K<0.01%-3313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,796$302K0.06%-25113F-HRTimelineGroup
Revolve Wealth Partners, LLC9,439$291K0.04%-64713F-HRTimeline
Modera Wealth Management, LLC9,390$290K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC9,375$289K<0.01%-16913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,287$287K<0.01%-42813F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC8,517$263K0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,505$263K<0.01%-33913F-HRTimeline
HRT FINANCIAL LP8,460$261K<0.01%new13F-HRTimeline
Leo Wealth, LLC8,335$257K0.04%-50,47013F-HRTimeline
United Advisor Group, LLC8,274$255K0.05%-1,59013F-HRTimeline
Western Wealth Management, LLC8,194$253K0.02%-84213F-HRTimeline
Mason & Associates Inc7,942$245K0.06%-2513F-HRTimeline
Wealthfront Advisers LLC7,936$245K<0.01%new13F-HRTimeline
Sigma Planning Corp7,559$233K0.01%new13F-HRTimeline
Savvy Advisors, Inc.7,340$227K0.02%-28013F-HRTimeline
Physician Wealth Advisors, Inc.7,130$220K0.04%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,975$215K<0.01%+3,27813F-HRTimelineGroup
Cresset Asset Management, LLC6,866$212K<0.01%013F-HRTimeline
Procyon Advisors, LLC6,617$204K0.01%-2,51213F-HRTimeline
Qube Research & Technologies Ltd6,553$202K<0.01%+5,37813F-HRTimeline
Full Sail Capital, LLC6,540$202K0.01%new13F-HRTimeline
AE Wealth Management LLC6,474$200K<0.01%-2,11713F-HRTimeline
Integrity Financial Corp /WA6,395$197K0.11%-1,42313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,888$182K0.02%+82613F-HRTimelineGroup
Key Financial Inc4,939$152K0.03%013F-HRTimeline
FMR LLCin group FMR LLC4,716$146K<0.01%+73113F-HRTimelineGroup
SBI Securities Co., Ltd.4,643$143K<0.01%-12413F-HRTimeline
PRIVATE TRUST CO NA4,481$138K0.01%-8413F-HRTimeline
Gen-Wealth Partners Inc4,290$132K0.06%013F-HRTimeline
Farther Finance Advisors, LLC4,091$127K<0.01%+1,73213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,304$102K<0.01%+313F-HRTimelineGroup
Capital Investment Advisory Services, L…3,083$95.2K0.01%+62413F-HRTimeline
Transce3nd, LLC2,540$78.4K0.04%-58713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,500$77.2K0.02%013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,351$72.6K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,272$61.9K<0.01%+17213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,451$44.8K<0.01%+28013F-HRTimeline
Aptus Capital Advisors, LLC1,405$43.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,341$41.4K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,268$39.1K<0.01%+2613F-HRTimelineGroup
Larson Financial Group LLC1,214$37.5K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,161$35.8K0.01%+113F-HRTimeline
Synergy Investment Management, LLC715$22.1K0.01%-8513F-HRTimeline
Kathleen S. Wright Associates Inc.700$21.6K0.01%-2,00013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management485$15K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB484$14.9K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.474$14.6K0.02%-1813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC440$13.6K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$8.24K<0.01%013F-HRTimeline
Investors Research Corp260$8.03K<0.01%013F-HRTimeline
Covestor Ltd251$8K0.01%+2213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners253$7.81K<0.01%-113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/240$7.41K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC218$6.73K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC184$5.68K<0.01%013F-HRTimeline