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Disclosery

XSOE WISDOMTREE TR

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EM EX ST-OWNED (fund)

221 managers (221 13F filers) reported a position in XSOE shares at 2025-09-30, 33,564,704 shares in all. 20 filers opened a position and 16 filers sold out during the quarter.

Managers
221
13F filers
221
New
20
Added
75
Reduced
91
Sold out
16
Shares held by filers
33,564,704

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC3,728,325$141M1.45%+373,33313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,744,055$104M0.01%-47,23713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,989,454$75.5M0.01%-108,41713F-HR/ATimelineGroup
Valmark Advisers, Inc.1,661,130$63M0.81%+24,25113F-HRTimeline
LPL Financial LLC1,561,515$59.2M0.02%+34,61113F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD1,408,892$53.5M0.12%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,360,000$51.6M0.39%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,297,118$49.2M0.01%+67,20313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,285,465$48.8M0.01%+148,14013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,181,142$44.8M0.59%+14113F-HRTimelineGroup
ESL Trust Services, LLC957,475$36.3M7.13%-23,46913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.832,178$29.6M0.04%+8,74313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co726,638$27.6M<0.01%-72,24513F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…in group Kranot Hishtalmut Le Morim Ve…713,416$27M1.82%013F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…593,400$22.5M4.32%+22,51913F-HRTimeline
Warren Street Wealth Advisors, LLC579,265$22M6.59%-2,91813F-HRTimeline
Pallas Capital Advisors LLC507,496$19.3M0.71%+21,30213F-HRTimeline
Marathon Mission, Inc.463,862$17.6M10.5%-2,64613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…394,242$15M1.24%+1,75813F-HRTimelineGroup
Cetera Investment Advisers350,269$13.3M0.02%+64,10013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.320,159$12.1M3.93%+8,06513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC309,270$11.7M1.23%+11,93313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.301,603$11.4M1.4%-2,76313F-HRTimeline
CWM, LLCin group CWM, LLC276,048$10.5M0.03%-16,69813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP268,340$10.2M0.01%-2,50313F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC260,598$9.89M4.93%-14,11213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/255,701$9.7M1.8%+33,82513F-HRTimeline
Sloy Dahl & Holst, LLC239,415$9.08M0.96%+1,75113F-HRTimeline
Goldstein Advisors, LLC226,374$8.59M1.04%+2,86313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC218,612$8.29M<0.01%-11,08813F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC212,409$8.06M2.29%-13,44613F-HR/ATimeline
MGO ONE SEVEN LLC208,099$7.9M0.18%+8,04313F-HRTimeline
INVENIO WEALTH PARTNERS LLC201,792$7.66M2.79%-9,92313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC195,061$7.4M0.85%-225,26513F-HRTimeline
Betterment LLC190,107$7.21M0.01%+2,12713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth182,180$6.91M0.01%-5,75713F-HRTimelineGroup
WESCAP Management Group, Inc.180,893$6.86M1.44%-5,84513F-HRTimeline
Atria Investments, Inc177,794$6.75M0.08%-5,18613F-HRTimeline
Evergreen Private Wealth LLC174,769$6.63M2.69%-4,74013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC174,491$6.62M0.01%-3,85513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp168,544$6.39M<0.01%+17,22713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.154,263$5.85M0.07%-12,80813F-HRTimelineGroup
Pinnacle Financial Partners Inc149,781$5.68M0.14%+13,68913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO139,462$5.29M<0.01%+57213F-HR/ATimelineGroup
Defined Financial Planning LLC136,181$5.27M4.37%-7,07113F-HRTimeline
IFP Advisors, Inc118,578$4.5M0.12%-5,30213F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,468$4.49M<0.01%-8,82313F-HRTimelineGroup
D.A. DAVIDSON & CO.117,829$4.47M0.03%-2,68013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.109,571$4.16M3.61%+9,12213F-HRTimeline
Algorithmic Investment Models, LLC107,691$4.09M2.71%-12,03813F-HRTimeline
Private Advisor Group, LLC100,456$3.81M0.02%-1,72413F-HRTimeline
Insight Advisors, LLC/ PA100,338$3.81M0.58%+18813F-HRTimeline
B. Riley Wealth Advisors, Inc.100,327$3.81M0.18%+57013F-HRTimeline
SK Wealth Management, LLC88,500$3.4M1.27%-3,30913F-HRTimeline
Premier Path Wealth Partners, LLC89,463$3.39M0.44%+2,63613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,477$3.09M<0.01%-35,88613F-HRTimelineGroup
Smartleaf Asset Management LLC79,824$3.02M0.19%+2,06013F-HRTimeline
FLOW TRADERS U.S. LLC78,428$2.98M0.12%new13F-HRTimeline
Addison Capital Co74,216$2.82M0.83%+17,53313F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC68,192$2.59M1.21%+3,24513F-HRTimeline
Encompass More Asset Management62,277$2.36M0.45%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,913$2.23M<0.01%+30,35213F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC58,867$2.23M0.06%-1,12313F-HRTimeline
Yoder Wealth Management, Inc.56,316$2.13M1.01%-1,42013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,176$2.09M0.02%+5,71213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…53,759$2.04M0.04%-7,84413F-HRTimelineGroup
Glen Eagle Advisors, LLC48,668$1.85M0.26%+2,40313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC48,421$1.84M0.01%new13F-HRTimelineGroup
XML Financial, LLC47,851$1.82M0.15%+12213F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …47,241$1.79M0.26%013F-HRTimelineGroup
CROBAN45,984$1.74M1.16%+15,90713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC45,692$1.73M0.37%-2,20913F-HRTimeline
Koss-Olinger Consulting, LLC47,864$1.65M0.14%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,885$1.63M<0.01%-5,04813F-HRTimeline
Montecito Bank & Trust42,344$1.61M0.25%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,346$1.53M0.01%+63313F-HRTimelineGroup
Per Stirling Capital Management, LLC.39,346$1.49M0.18%+1,81813F-HRTimeline
Cambridge Investment Research Advisors,…38,303$1.45M<0.01%-2,30613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC37,068$1.41M0.47%013F-HRTimeline
Skyline Advisors, Inc.35,976$1.36M0.47%+2,64313F-HRTimeline
CONDOR CAPITAL MANAGEMENT35,875$1.36M0.11%+20713F-HRTimeline
Oxinas Partners, LLC35,740$1.36M0.73%+36813F-HRTimeline
Blackhawk Capital Partners, LLC34,601$1.31M0.51%+18,25213F-HRTimeline
MAI Capital Management33,554$1.27M0.01%+2,62113F-HRTimeline
Summit Wealth Partners, LLC33,216$1.26M0.23%-5,48313F-HRTimeline
Robertson Stephens Wealth Management, L…33,087$1.26M0.04%-27913F-HRTimeline
Beaumont Financial Advisors, LLC32,520$1.23M0.08%-1,03613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,757$1.17M0.05%-6,55413F-HRTimelineGroup
LANARK FINANCIAL, INC.30,624$1.16M0.09%+2,45213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,858$1.09M<0.01%-13813F-HRTimelineGroup
Beckerman Institutional, LLC28,587$1.08M0.64%-89113F-HRTimeline
Integrated Wealth Concepts LLC28,534$1.08M0.01%-2,13913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,079$1.03M<0.01%new13F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/25,672$974K0.38%-59813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,583$971K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC25,489$967K0.02%-1,48013F-HRTimeline
N.E.W. Advisory Services LLC24,939$946K0.08%+1,60413F-HRTimeline
IHT Wealth Management, LLC24,328$926K0.02%-1913F-HRTimeline
SFI Advisors, LLC24,137$916K0.58%-1,04613F-HRTimeline
Fischer Financial Services, Inc.23,263$883K0.24%+2,06313F-HRTimeline
Strategic Wealth Partners, Ltd.22,449$852K0.06%new13F-HRTimeline
Ellis Investment Partners, LLC21,281$807K0.15%+35713F-HRTimeline
ETF Store, Inc.21,262$807K0.86%+55113F-HRTimeline
HighTower Advisors, LLC20,833$790K<0.01%-30813F-HRTimeline
WealthPlan Investment Management, LLC20,705$786K0.05%-53,92913F-HRTimeline
Main Street Financial Solutions, LLC19,835$753K0.05%013F-HRTimeline
REDW Wealth LLC19,162$727K0.27%013F-HRTimeline
Legacy Financial Group LLC17,955$681K0.09%+58013F-HRTimeline
Geneos Wealth Management Inc.17,755$674K0.02%-14013F-HRTimeline
Security Financial Services, INC.16,612$630K0.1%+1,25813F-HRTimeline
Belpointe Asset Management LLC16,561$628K0.02%new13F-HRTimeline
Summit Financial, LLC16,349$620K0.01%new13F-HRTimeline
Mengis Capital Management, Inc.16,245$616K0.12%-15213F-HRTimeline
Opulen Financial Group LLC16,042$609K0.46%+2313F-HRTimeline
MML INVESTORS SERVICES, LLC15,792$599K<0.01%-4,26513F-HRTimeline
Mayflower Financial Advisors, LLC15,516$589K0.07%-2,98113F-HRTimeline
Fermata Advisors, LLC15,466$587K0.15%-1,54913F-HRTimeline
Avestar Capital, LLC15,360$583K0.04%-31713F-HRTimeline
WealthShield Partners, LLC15,233$578K0.07%-3113F-HRTimeline
HARBOUR INVESTMENTS, INC.15,159$575K0.01%+1,18213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,481$549K0.01%-1,19713F-HRTimeline
COMERICA BANK14,452$548K<0.01%-37913F-HRTimeline
WEBSTER BANK, N. A.14,345$544K0.05%+60513F-HRTimeline
Revolve Wealth Partners, LLC13,765$522K0.06%+5,43413F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,630$517K0.01%013F-HRTimeline
MBE Wealth Management, LLC13,624$517K0.22%013F-HRTimeline
Grove Street Fiduciary, LLC13,501$512K0.24%-13,71413F-HRTimeline
RFG Advisory, LLC13,440$510K0.01%-30213F-HRTimeline
OMNI 360 Wealth, Inc.13,276$504K0.28%+46313F-HRTimeline
Cornerstone Financial Group, LLC /NE/13,218$501K0.39%-15813F-HRTimeline
Herold Advisors, Inc.12,998$493K0.11%+2,40513F-HRTimeline
Keystone Financial Group12,759$484K0.04%+213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,144$461K<0.01%-15,55313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.11,373$431K0.1%+4,53313F-HRTimeline
Steward Partners Investment Advisory, L…11,003$417K<0.01%+53813F-HRTimeline
CoreCap Advisors, LLC10,916$414K0.02%-45713F-HRTimeline
Clearwater Capital Advisors, LLC10,759$408K0.03%-1,99913F-HRTimeline
HARBOR ADVISORY CORP /MA/10,745$408K0.12%013F-HRTimeline
REAP Financial Group, LLC10,659$404K0.09%-56213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,174$386K<0.01%new13F-HRTimeline
Wealthfront Advisers LLC10,160$385K<0.01%+1,30913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC9,857$374K0.13%-1,67213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,773$371K0.06%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC9,447$358K<0.01%+69013F-HRTimeline
Modera Wealth Management, LLC9,390$356K<0.01%013F-HRTimeline
Leo Wealth, LLC8,665$329K0.04%-52,33213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,417$319K<0.01%+99013F-HRTimelineGroup
Merit Financial Group, LLC8,285$314K<0.01%-24913F-HR/ATimeline
Western Wealth Management, LLC8,265$314K0.02%+19013F-HRTimeline
Qube Research & Technologies Ltd8,200$311K<0.01%-2,48013F-HRTimeline
Mason & Associates Inc7,942$301K0.06%013F-HRTimeline
Sanctuary Advisors, LLC7,781$295K<0.01%-50113F-HR/ATimeline
AE Wealth Management LLC7,418$281K<0.01%-8713F-HRTimeline
HRT FINANCIAL LP7,415$281K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,372$280K<0.01%-14,37713F-HRTimelineGroup
Physician Wealth Advisors, Inc.7,366$279K0.04%+15113F-HRTimeline
Compound Planning, Inc.7,347$279K0.01%-1,93513F-HRTimeline
United Advisor Group, LLC7,332$278K0.04%-1413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,233$274K0.05%-90513F-HRTimeline
Detalus Advisors, LLC7,084$269K0.07%+34413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,834$259K<0.01%-2,08613F-HRTimelineGroup
Cresset Asset Management, LLC6,795$258K<0.01%013F-HR/ATimeline
Sigma Planning Corp6,787$258K0.01%-39613F-HRTimeline
Savvy Advisors, Inc.6,739$256K0.01%-37313F-HRTimeline
Janney Montgomery Scott LLC6,708$255K<0.01%+32213F-HRTimeline
Full Sail Capital, LLC6,475$246K0.01%-6513F-HRTimeline
Procyon Advisors, LLC6,295$239K0.01%-12413F-HRTimeline
Refined Wealth Management6,039$229K0.15%+813F-HRTimeline
Mariner, LLCin group Mariner, LLC5,945$226K<0.01%+8013F-HRTimelineGroup
WEDBUSH SECURITIES INC5,919$225K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,696$219K<0.01%-73213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,745$218K0.01%new13F-HRTimeline
Integrity Financial Corp /WA5,724$217K0.1%-62213F-HRTimeline
KPP Advisory Services LLC5,664$215K0.03%-18013F-HRTimeline
Key Financial Inc5,564$213K0.04%+37513F-HRTimeline
Foundations Investment Advisors, LLC5,602$213K<0.01%new13F-HRTimeline
MONECO ADVISORS, LLC5,374$204K0.02%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC5,371$204K0.03%new13F-HRTimeline
Capital Investment Advisory Services, L…4,718$179K0.01%+28813F-HRTimeline
SBI Securities Co., Ltd.4,667$177K<0.01%-1213F-HRTimeline
FMR LLCin group FMR LLC4,483$170K<0.01%+22613F-HRTimelineGroup
PRIVATE TRUST CO NA4,458$169K0.01%-9313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,341$165K<0.01%+3,39213F-HRTimeline
Gen-Wealth Partners Inc4,290$163K0.05%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,079$117K<0.01%+1,22913F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…3,058$116K<0.01%+70713F-HRTimelineGroup
Allworth Financial LP3,046$116K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,991$113K<0.01%-88513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,500$94.8K0.02%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,653$62.7K<0.01%-1,69313F-HRTimelineGroup
Aptus Capital Advisors, LLC1,406$53.3K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,341$50.9K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,225$46.5K<0.01%+613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,199$45.5K<0.01%new13F-HRTimelineGroup
Kathleen S. Wright Associates Inc.700$26.6K0.01%013F-HRTimeline
CX Institutional495$19K<0.01%new13F-HRTimeline
Advisory Services Network, LLC500$19K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC490$18.6K0.01%-9913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC371$14.1K<0.01%-2513F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$10.1K<0.01%013F-HRTimeline