WisdomTree Trust - XSOE

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.292B
QoQ value delta ($000)
-$16.65M (-1.27%)
Implied price effect (QoQ)
-0.85%
Shares
Total shares
26,512,496
QoQ shares delta
-114,380 (-0.43%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 97 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 145,247 2,953,394 0.01%
BANK OF AMERICA CORP /DE/ 87,435 1,777,872 0.01%
LPL Financial LLC 79,389 1,614,270 0.02%
Valmark Advisers, Inc. 74,342 1,511,642 0.79%
STATE OF WISCONSIN INVESTMENT BOARD 69,289 1,408,892 0.14%
UBS Group AG 68,548 1,393,826 0.01%
WELLS FARGO & COMPANY/MN 51,550 1,048,200 0.01%
ESL Trust Services, LLC 47,156 958,864 8.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32,075 652,209 0.0%
HighPoint Advisor Group LLC 29,144 592,603 1.03%
OneDigital Investment Advisors LLC 28,864 586,910 0.24%
Warren Street Wealth Advisors, LLC 26,430 537,433 5.9%
Pallas Capital Advisors LLC 25,838 525,395 0.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,617 480,219 0.0%
Marathon Mission, Inc. 22,854 487,826 11.53%
MEITAV INVESTMENT HOUSE LTD 19,614 418,672 0.13%
HOWARD FINANCIAL SERVICES, LTD. 18,081 385,953 1.89%
OSAIC HOLDINGS, INC. 15,444 313,863 0.02%
Cetera Investment Advisers 14,501 294,864 0.01%
STIFEL FINANCIAL CORP 13,959 283,853 0.01%
Transamerica Financial Advisors, LLC 13,033 265,023 1.1%
WEALTH MANAGEMENT RESOURCES, INC. 12,320 262,975 3.81%
Sloy Dahl & Holst, LLC 11,593 247,464 1.67%
AMERICAN FINANCIAL & TAX STRATEGIES INC 11,284 240,859 5.19%
AMERIPRISE FINANCIAL INC 11,037 224,459 0.0%