WisdomTree Trust - XSOE

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.115B

QoQ value delta ($000)

-$142.1M (-11.3%)

Implied price effect (QoQ)

+3.06%

Total shares

28,565,449

QoQ shares delta

-4,627,291 (-13.94%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	112,018	2,870,785	0.01%
BANK OF AMERICA CORP /DE/	78,176	2,003,506	0.01%
Valmark Advisers, Inc.	66,539	1,705,257	0.82%
STATE OF WISCONSIN INVESTMENT BOARD	54,974	1,408,892	0.12%
UBS Group AG	53,395	1,368,401	0.01%
LPL Financial LLC	53,127	1,361,544	0.01%
WELLS FARGO & COMPANY/MN	48,323	1,238,416	0.01%
ESL Trust Services, LLC	37,360	957,475	7.17%
OneDigital Investment Advisors LLC	29,760	762,687	0.29%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	27,220	697,608	0.0%
Elwood & Goetz Wealth Advisory Group, LLC	23,732	608,214	4.17%
MEITAV INVESTMENT HOUSE LTD	22,530	577,406	0.26%
Warren Street Wealth Advisors, LLC	22,031	564,622	6.3%
Pallas Capital Advisors LLC	21,026	538,868	0.69%
OSAIC HOLDINGS, INC.	20,407	522,833	0.03%
Marathon Mission, Inc.	18,335	469,895	10.61%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,448	370,272	0.0%
Cetera Investment Advisers	14,305	366,609	0.02%
Transamerica Financial Advisors, LLC	14,096	361,264	1.18%
WEALTH MANAGEMENT RESOURCES, INC.	12,359	316,760	4.35%
HOWARD FINANCIAL SERVICES, LTD.	11,962	306,566	1.4%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	10,272	263,253	0.67%
CWM, LLC	10,171	260,656	0.03%
STIFEL FINANCIAL CORP	10,062	257,887	0.01%
AMERICAN FINANCIAL & TAX STRATEGIES INC	9,787	250,836	4.88%