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Disclosery

XSOE WISDOMTREE TR

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EM EX ST-OWNED (fund)

219 managers (219 13F filers) reported a position in XSOE shares at 2025-06-30, 33,631,750 shares in all. 12 filers opened a position and 16 filers sold out during the quarter.

Managers
219
13F filers
219
New
12
Added
79
Reduced
90
Sold out
16
Shares held by filers
33,631,750

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OneDigital Investment Advisors LLC3,354,992$116M1.28%+950,54913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,791,292$96.2M0.01%-220,51313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,097,871$72.3M0.01%+26,71613F-HRTimelineGroup
Valmark Advisers, Inc.1,636,879$56.4M0.79%-34,75713F-HRTimeline
LPL Financial LLC1,526,904$52.6M0.02%+52,11513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD1,408,892$48.6M0.12%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,360,000$46.9M0.46%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,229,915$42.4M0.01%+517,25613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,181,001$40.7M0.55%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,137,325$39.2M0.01%-310,69013F-HRTimelineGroup
ESL Trust Services, LLC980,944$33.8M6.91%+3,48713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.823,435$28.4M0.05%+480,60413F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co798,883$27.5M<0.01%-16,80713F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…in group Kranot Hishtalmut Le Morim Ve…713,416$24.6M1.78%013F-HRTimelineGroup
Warren Street Wealth Advisors, LLC582,183$20.1M6.66%+37,87613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…570,881$19.7M4.25%+2,36013F-HRTimeline
Pallas Capital Advisors LLC486,194$16.8M0.64%+167,26213F-HRTimeline
Marathon Mission, Inc.466,508$16.1M10.22%+157,14013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC420,326$14.5M1.78%+63,02313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…392,484$13.5M1.27%-4,12613F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.312,094$10.8M3.67%+11,08113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.304,366$10.5M1.38%-14,10013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC297,337$10.3M1.18%+13,35113F-HRTimeline
CWM, LLCin group CWM, LLC292,746$10.1M0.04%-10,52713F-HRTimelineGroup
Cetera Investment Advisers286,169$9.87M0.02%+32,57913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC274,710$9.47M4.89%-8,21613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP270,843$9.34M0.01%-25,25313F-HRTimelineGroup
Sloy Dahl & Holst, LLC237,664$8.19M1.14%+13,41713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC229,700$7.92M<0.01%+10,46713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC225,855$7.79M2.4%+5,41113F-HR/ATimeline
Goldstein Advisors, LLC223,511$7.71M1.04%-1,57213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/221,876$7.65M1.5%-12,83113F-HRTimeline
INVENIO WEALTH PARTNERS LLC211,715$7.3M2.9%-16,06613F-HRTimeline
MGO ONE SEVEN LLC200,056$6.9M0.22%+2,70913F-HRTimeline
Arax Advisory Partners194,450$6.7M0.31%+51,80313F-HRTimeline
Betterment LLC187,980$6.48M0.01%-4,90213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth187,937$6.48M0.01%-10,20713F-HRTimelineGroup
WESCAP Management Group, Inc.186,738$6.44M1.47%+6,02113F-HRTimeline
Atria Investments, Inc182,980$6.31M0.07%+13,95413F-HRTimeline
Evergreen Private Wealth LLC179,509$6.19M2.59%+5,06613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC178,346$6.15M0.01%+1,00213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.167,071$5.76M0.08%+11,75513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp151,317$5.22M<0.01%+18,96513F-HRTimelineGroup
Defined Financial Planning LLC143,252$4.98M4.42%+8,30413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,890$4.79M<0.01%+1,78413F-HRTimelineGroup
Pinnacle Financial Partners Inc136,092$4.69M0.1%+2,10113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding127,291$4.39M-22,404Timeline
IFP Advisors, Inc123,880$4.27M0.12%-12,56713F-HRTimeline
D.A. DAVIDSON & CO.120,509$4.16M0.03%+2,72613F-HRTimeline
Algorithmic Investment Models, LLC119,729$4.13M2.82%+17,45113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,363$4.05M<0.01%-76913F-HRTimelineGroup
Private Advisor Group, LLC102,180$3.52M0.02%-3,05113F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.100,449$3.46M3.25%13F-HR/ATimeline
Insight Advisors, LLC/ PA100,150$3.45M0.56%+3,50413F-HRTimeline
B. Riley Wealth Advisors, Inc.99,757$3.44M0.17%-2,81313F-HRTimeline
SK Wealth Management, LLC91,809$3.17M1.37%+5413F-HRTimeline
OLD MISSION CAPITAL LLC87,733$3.03M0.08%-79,05213F-HRTimeline
Premier Path Wealth Partners, LLC86,827$2.99M0.42%-28413F-HRTimeline
NorthCrest Asset Manangement, LLC84,220$2.94M0.08%+75513F-HRTimeline
Smartleaf Asset Management LLC77,764$2.67M0.24%+1,68613F-HRTimeline
WealthPlan Investment Management, LLC74,634$2.57M0.19%+64,04613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.73,084$2.52M0.01%+41413F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC64,947$2.24M1.1%+53,73913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,603$2.12M0.04%+7,66713F-HRTimelineGroup
Leo Wealth, LLC60,997$2.1M0.16%+52,66213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC59,990$2.07M0.07%+17,06613F-HRTimeline
Yoder Wealth Management, Inc.57,736$1.99M1.03%-1,45513F-HRTimeline
Addison Capital Co56,683$1.95M0.68%+6,05913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,464$1.71M0.01%+30413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS47,933$1.65M<0.01%-5,76713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC47,901$1.65M0.36%+1,15713F-HRTimeline
Koss-Olinger Consulting, LLC47,864$1.65M0.14%-1,51913F-HRTimeline
XML Financial, LLC47,729$1.65M0.14%-42813F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …47,241$1.63M0.25%013F-HRTimelineGroup
Glen Eagle Advisors, LLC46,265$1.6M0.25%+6,01313F-HRTimeline
Exchange Capital Management, Inc.45,901$1.58M0.24%+1,89113F-HRTimeline
Cambridge Investment Research Advisors,…40,609$1.4M<0.01%-4,91113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,713$1.37M0.01%+3,38013F-HRTimelineGroup
Bison Wealth, LLC39,435$1.36M0.11%-10,81313F-HRTimeline
Summit Wealth Partners, LLC38,699$1.33M0.25%-65,07213F-HRTimeline
Per Stirling Capital Management, LLC.37,528$1.29M0.17%-30113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37,311$1.29M0.06%-3,72313F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC37,068$1.28M0.46%-60113F-HRTimeline
CONDOR CAPITAL MANAGEMENT35,668$1.23M0.11%+56713F-HRTimeline
Oxinas Partners, LLC35,372$1.22M0.63%-19413F-HRTimeline
Beaumont Financial Advisors, LLC33,556$1.16M0.08%-1,26113F-HRTimeline
Robertson Stephens Wealth Management, L…33,366$1.15M0.04%-3,36713F-HRTimeline
Skyline Advisors, Inc.33,333$1.15M0.42%+1,90813F-HRTimeline
MAI Capital Management30,933$1.07M0.01%-84813F-HRTimeline
Integrated Wealth Concepts LLC30,673$1.06M0.01%-72513F-HRTimeline
CROBAN30,077$1.04M0.89%+1,43813F-HRTimeline
Beckerman Institutional, LLC29,478$1.02M0.67%-6413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,996$1000K<0.01%-7,01513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,561$984K<0.01%-57,29813F-HR/ATimelineGroup
LANARK FINANCIAL, INC.28,172$971K0.08%+48913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,697$955K<0.01%-74,46213F-HRTimelineGroup
Grove Street Fiduciary, LLC27,215$938K0.45%013F-HRTimeline
Perigon Wealth Management, LLC26,969$930K0.02%+1,78113F-HRTimeline
FIRST FINANCIAL CORP /IN/26,270$906K0.4%+2,04713F-HRTimeline
Strategic Financial Concepts, LLC26,103$900K0.13%-15713F-HRTimeline
SFI Advisors, LLC25,183$868K0.6%+18413F-HRTimeline
IHT Wealth Management, LLC24,347$839K0.02%-93413F-HRTimeline
N.E.W. Advisory Services LLC23,335$805K0.08%-15413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,749$750K<0.01%new13F-HRTimelineGroup
Fischer Financial Services, Inc.21,200$731K0.21%+4,21813F-HRTimeline
HighTower Advisors, LLC21,141$729K<0.01%-2,09713F-HRTimeline
Ellis Investment Partners, LLC20,924$721K0.14%-60813F-HRTimeline
ETF Store, Inc.20,711$714K0.83%+39413F-HRTimeline
MML INVESTORS SERVICES, LLC20,057$692K<0.01%-91013F-HRTimeline
Main Street Financial Solutions, LLC19,835$684K0.05%new13F-HRTimeline
REDW Wealth LLC19,162$661K0.26%013F-HRTimeline
Mayflower Financial Advisors, LLC18,497$638K0.09%-2,36813F-HRTimeline
Geneos Wealth Management Inc.17,895$617K0.02%-16,03313F-HRTimeline
Legacy Financial Group LLC17,375$599K0.08%-1,37013F-HRTimeline
Fermata Advisors, LLC17,015$587K0.16%-1,97713F-HRTimeline
Mengis Capital Management, Inc.16,397$565K0.12%+29013F-HRTimeline
Blackhawk Capital Partners, LLC16,349$564K0.26%+39813F-HRTimeline
Opulen Financial Group LLC16,019$552K0.45%-28713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,678$541K0.01%-36713F-HRTimeline
Avestar Capital, LLC15,677$541K0.04%-5,53213F-HRTimeline
Security Financial Services, INC.15,354$529K0.09%-17013F-HRTimeline
WealthShield Partners, LLC15,264$526K0.06%-1,42113F-HRTimeline
COMERICA BANK14,831$511K<0.01%+713F-HRTimeline
Patriot Financial Group Insurance Agenc…14,632$505K0.06%-1,33913F-HRTimeline
HARBOUR INVESTMENTS, INC.13,977$482K0.01%-59413F-HRTimeline
RFG Advisory, LLC13,742$474K0.01%+20213F-HRTimeline
WEBSTER BANK, N. A.13,740$474K0.05%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,630$470K0.01%013F-HRTimeline
MBE Wealth Management, LLC13,624$470K0.2%-1,26713F-HRTimeline
Cornerstone Financial Group, LLC /NE/13,376$461K0.39%+3813F-HRTimeline
OMNI 360 Wealth, Inc.12,813$442K0.27%+6413F-HR/ATimeline
Clearwater Capital Advisors, LLC12,758$440K0.04%-328,16013F-HRTimeline
Keystone Financial Group12,757$440K0.04%-2,00713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,529$410K0.13%-68813F-HRTimeline
CoreCap Advisors, LLC11,373$392K0.02%-4313F-HRTimeline
REAP Financial Group, LLC11,221$387K0.09%-71213F-HRTimeline
HARBOR ADVISORY CORP /MA/10,745$370K0.12%013F-HRTimeline
Qube Research & Technologies Ltd10,680$368K<0.01%+4,12713F-HRTimeline
Herold Advisors, Inc.10,593$365K0.08%-5,20013F-HRTimeline
Steward Partners Investment Advisory, L…10,465$361K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,773$337K0.06%-2313F-HRTimelineGroup
Modera Wealth Management, LLC9,390$324K<0.01%013F-HRTimeline
Compound Planning, Inc.9,282$320K0.01%-4,28213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,920$308K<0.01%+1,94513F-HRTimelineGroup
Wealthfront Advisers LLC8,851$305K<0.01%+91513F-HRTimeline
Prime Capital Investment Advisors, LLC8,757$302K<0.01%-8,93113F-HRTimeline
Merit Financial Group, LLC8,534$294K<0.01%-1,85813F-HRTimeline
Revolve Wealth Partners, LLC8,331$287K0.04%-1,10813F-HRTimeline
Sanctuary Advisors, LLC8,282$286K<0.01%-1,09313F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC8,138$281K0.05%-37913F-HRTimeline
Western Wealth Management, LLC8,075$278K0.02%-11913F-HRTimeline
Mason & Associates Inc7,942$274K0.06%013F-HRTimeline
AE Wealth Management LLC7,505$259K<0.01%+1,03113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,427$256K<0.01%-1,86013F-HR/ATimelineGroup
United Advisor Group, LLC7,346$253K0.04%-92813F-HRTimeline
Physician Wealth Advisors, Inc.7,215$249K0.04%+8513F-HRTimeline
Sigma Planning Corp7,183$248K0.01%-37613F-HRTimeline
Savvy Advisors, Inc.7,112$245K0.02%-22813F-HRTimeline
WORLD EQUITY GROUP, INC.6,840$236K0.06%new13F-HRTimeline
Cresset Asset Management, LLC6,795$234K<0.01%-7113F-HR/ATimeline
Detalus Advisors, LLC6,740$232K0.07%new13F-HRTimeline
Full Sail Capital, LLC6,540$225K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,428$224K<0.01%-2,07713F-HRTimeline
Procyon Advisors, LLC6,419$221K0.02%-19813F-HRTimeline
Janney Montgomery Scott LLC6,386$220K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA6,346$219K0.11%-4913F-HRTimeline
Atria Wealth Solutions, Inc.6,345$219K<0.01%-13,83213F-HRTimeline
Refined Wealth Management6,031$208K0.14%new13F-HRTimeline
FSA Advisors, Inc.5,892$203K0.17%-8,64013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,865$202K<0.01%new13F-HRTimelineGroup
KPP Advisory Services LLC5,844$201K0.03%new13F-HR/ATimeline
Key Financial Inc5,189$179K0.04%+25013F-HRTimeline
SBI Securities Co., Ltd.4,679$161K<0.01%+3613F-HRTimeline
PRIVATE TRUST CO NA4,551$157K0.01%+7013F-HRTimeline
Capital Investment Advisory Services, L…4,430$153K0.01%+1,34713F-HRTimeline
Gen-Wealth Partners Inc4,290$148K0.06%013F-HRTimeline
FMR LLCin group FMR LLC4,257$147K<0.01%-45913F-HRTimelineGroup
Farther Finance Advisors, LLC3,876$134K<0.01%-21513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,346$115K<0.01%+4213F-HRTimelineGroup
Allworth Financial LP3,046$105K<0.01%+3,00013F-HRTimeline
Transce3nd, LLC2,551$88K0.04%+1113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,500$86.2K0.02%013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,351$81.1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,850$63.8K<0.01%+58213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,405$48.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,341$46.2K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,219$42K<0.01%+513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,083$37.3K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC949$32.7K<0.01%-50213F-HRTimeline
Kathleen S. Wright Associates Inc.700$24.1K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP684$23.6K<0.01%-5,20413F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC591$20.4K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC589$20.3K0.01%-57213F-HRTimeline
Wilmington Savings Fund Society, FSB488$16.8K<0.01%+413F-HRTimeline
Quest 10 Wealth Builders, Inc.474$16.3K0.02%013F-HRTimeline
Creekmur Asset Management LLC428$14.8K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC396$13.7K<0.01%+26613F-HRTimelineGroup
Covestor Ltd281$10K0.01%+3013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$9.21K<0.01%013F-HRTimeline
Investors Research Corp260$8.96K<0.01%013F-HRTimeline