WISDOMTREE TR (XSOE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
230
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $145.2M | 2,953,394 | 0.01% | 34q | -1.1%-$1.6M |
| BANK OF AMERICA CORP /DE/ | $87.4M | 1,777,872 | 0.01% | 31q | -4.0%-$3.6M |
| LPL Financial LLC | $79.4M | 1,614,270 | 0.02% | 31q | +33.4%+$19.9M |
| Valmark Advisers, Inc. | $74.3M | 1,511,642 | 0.79% | 26q | -7.9%-$6.4M |
| STATE OF WISCONSIN INVESTMENT BOARD | $69.3M | 1,408,892 | 0.14% | 6q | HELD |
| UBS Group AG | $68.5M | 1,393,826 | 0.01% | 31q | -2.7%-$1.9M |
| WELLS FARGO & COMPANY/MN | $51.6M | 1,048,200 | 0.01% | 29q | -58.4%-$72.2M |
| ESL Trust Services, LLC | $47.2M | 958,864 | 8.04% | 27q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.1M | 652,209 | 0.00% | 15q | -3.6%-$1.2M |
| Sixth Street Partners Management Company, L.P. | $32.1M | 652,209 | 0.00% | new | NEW |
| HighPoint Advisor Group LLC | $29.1M | 592,603 | 1.03% | 3q | +37.4%+$7.9M |
| OneDigital Investment Advisors LLC | $28.9M | 586,910 | 0.24% | 16q | -2.1%-$616.2K |
| Warren Street Wealth Advisors, LLC | $26.4M | 537,433 | 5.90% | 19q | -1.0%-$271.7K |
| Pallas Capital Advisors LLC | $25.8M | 525,395 | 0.80% | 16q | +6.6%+$1.6M |
| Marathon Mission, Inc. | $25.1M | 511,198 | 12.55% | 13q | +0.6%+$149.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.6M | 480,219 | 0.00% | 13q | +213.6%+$16.1M |
| MEITAV INVESTMENT HOUSE LTD | $20.6M | 418,672 | 0.14% | 22q | -27.5%-$7.8M |
| HOWARD FINANCIAL SERVICES, LTD. | $18.3M | 372,715 | 1.83% | 26q | +10.7%+$1.8M |
| OSAIC HOLDINGS, INC. | $15.4M | 313,863 | 0.02% | 26q | -26.5%-$5.6M |
| Cetera Investment Advisers | $14.5M | 294,864 | 0.01% | 14q | -7.7%-$1.2M |
| STIFEL FINANCIAL CORP | $14.0M | 283,853 | 0.01% | 31q | HELD |
| Transamerica Financial Advisors, LLC | $13.0M | 265,023 | 1.10% | 20q | -19.6%-$3.2M |
| WEALTH MANAGEMENT RESOURCES, INC. | $12.7M | 257,460 | 3.91% | 19q | -18.6%-$2.9M |
| INVENIO WEALTH PARTNERS LLC | $12.3M | 249,481 | 4.39% | 12q | HELD |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $12.0M | 243,709 | 5.41% | 11q | -0.6%-$75.8K |
| MGO ONE SEVEN LLC | $11.9M | 241,520 | 0.20% | 16q | +12.7%+$1.3M |
| Sloy Dahl & Holst, LLC | $11.5M | 233,875 | 1.42% | 13q | +2.3%+$255.7K |
| Goldstein Advisors, LLC | $11.1M | 226,328 | 1.02% | 15q | -1.7%-$197.3K |
| AMERIPRISE FINANCIAL INC | $11.0M | 224,459 | 0.00% | 24q | -51.0%-$11.5M |
| GOULD ASSET MANAGEMENT LLC /CA/ | $10.9M | 221,964 | 1.72% | 10q | -9.6%-$1.2M |
| Arax Advisory Partners | $10.9M | 220,764 | 0.07% | 3q | +6.9%+$703.7K |
| Elwood & Goetz Wealth Advisory Group, LLC | $9.6M | 194,788 | 1.42% | 24q | -68.5%-$20.9M |
| WESCAP Management Group, Inc. | $9.0M | 183,570 | 1.68% | 26q | -1.6%-$144.1K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $8.8M | 178,086 | 0.76% | 15q | -13.2%-$1.3M |
| Pinnacle Financial Partners, Inc. | $8.7M | 176,341 | 0.06% | 3q | +3.8%+$313.7K |
| Evergreen Private Wealth LLC | $8.1M | 164,755 | 3.00% | 11q | -2.4%-$195.9K |
| Stratos Wealth Partners, LTD. | $8.0M | 162,840 | 0.08% | 25q | +1.3%+$100.4K |
| Focus Partners Wealth | $7.7M | 157,261 | 0.01% | 8q | -3.5%-$284.6K |
| JANE STREET GROUP, LLC | $7.0M | 141,540 | 0.00% | new | NEW |
| Encompass More Asset Management | $6.9M | 139,500 | 1.00% | 4q | +5.4%+$353.0K |
| Addison Capital Co | $6.7M | 136,849 | 1.10% | 10q | +3.8%+$244.0K |
| Merit Financial Group, LLC | $6.6M | 133,910 | 0.02% | 16q | -2.1%-$144.5K |
| IFP Advisors, Inc | $6.3M | 127,200 | 0.11% | 28q | -1.6%-$103.6K |
| SENTINEL WEALTH MANAGEMENT, INC. | $5.9M | 120,549 | 4.18% | 5q | +1.6%+$92.9K |
| D.A. DAVIDSON & CO. | $5.7M | 114,908 | 0.03% | 25q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $5.4M | 110,258 | 0.00% | 31q | -2.9%-$159.7K |
| Atria Investments, Inc | $5.4M | 110,106 | 0.05% | 14q | -32.1%-$2.6M |
| JPMORGAN CHASE & CO | $5.3M | 108,936 | 0.00% | 15q | +28.4%+$1.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $5.2M | 104,763 | 0.21% | 23q | -60.2%-$7.8M |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $5.0M | 102,226 | 2.52% | 6q | +6.8%+$320.1K |
| Equitable Holdings, Inc. | $5.0M | 101,006 | 0.03% | 25q | -1.2%-$59.3K |
| Smartleaf Asset Management LLC | $4.7M | 98,011 | 0.15% | 11q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 91,312 | 0.00% | 7q | +22.8%+$835.2K |
| Algorithmic Investment Models, LLC | $4.5M | 90,817 | 5.17% | 6q | -8.9%-$435.6K |
| EVERMAY WEALTH MANAGEMENT LLC | $4.4M | 88,858 | 0.45% | 26q | -30.6%-$1.9M |
| HighTower Advisors, LLC | $4.0M | 81,166 | 0.00% | 22q | +11.8%+$420.8K |
| Mariner, LLC | $3.9M | 79,500 | 0.00% | 5q | -34.4%-$2.0M |
| Premier Path Wealth Partners, LLC | $3.9M | 79,063 | 0.45% | 11q | +13.3%+$455.1K |
| SK Wealth Management, LLC | $3.6M | 77,358 | 0.81% | 8q | -2.1%-$78.9K |
| Lido Advisors, LLC | $3.5M | 70,543 | 0.01% | 4q | +0.9%+$31.9K |
| Yoder Wealth Management, Inc. | $2.7M | 55,515 | 1.06% | 14q | HELD |
| DRIVE WEALTH MANAGEMENT, LLC | $2.6M | 53,032 | 0.46% | 15q | -3.8%-$102.6K |
| NewEdge Wealth, LLC | $2.6M | 52,609 | 0.03% | 2q | -7.8%-$218.7K |
| XML Financial, LLC | $2.5M | 50,522 | 0.18% | 25q | +2.7%+$66.2K |
| Private Advisor Group, LLC | $2.4M | 49,618 | 0.01% | 25q | -53.0%-$2.8M |
| Blackhawk Capital Partners, LLC | $2.4M | 48,293 | 0.78% | 14q | +5.7%+$127.3K |
| FIDUCIARY FINANCIAL ADVISORS | $2.3M | 47,696 | 0.24% | new | NEW |
| Karnit Road Accident Victims Compensation Fund | $2.3M | 47,241 | 1.32% | 3q | HELD |
| Glen Eagle Advisors, LLC | $2.3M | 46,291 | 0.29% | 28q | +24.6%+$448.8K |
| BigSur Wealth Management LLC | $2.2M | 44,500 | 0.53% | 2q | +493.3%+$1.8M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.0M | 40,079 | 0.01% | 11q | +552.5%+$1.7M |
| CITADEL ADVISORS LLC | $2.0M | 39,991 | 0.00% | 4q | -37.1%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9M | 38,022 | 0.00% | 4q | +36.2%+$496.9K |
| CONDOR CAPITAL MANAGEMENT | $1.8M | 37,232 | 0.14% | 24q | +0.7%+$12.9K |
| MAI Capital Management | $1.8M | 36,363 | 0.01% | 23q | +1.7%+$30.6K |
| CLIENT 1ST ADVISORY GROUP, LLC | $1.8M | 35,637 | 0.46% | 25q | HELD |
| Baird Financial Group, Inc. | $1.7M | 35,463 | 0.00% | 2q | +93.8%+$844.0K |
| Montecito Bank & Trust | $1.7M | 35,393 | 0.26% | 24q | -9.3%-$178.4K |
| ETF Store, Inc. | $1.7M | 35,339 | 1.45% | 19q | +42.2%+$515.6K |
| Oxinas Partners, LLC | $1.6M | 33,414 | 0.65% | 13q | -5.9%-$103.6K |
| Keel Point, LLC | $1.6M | 33,348 | 0.10% | new | NEW |
| Robertson Stephens Wealth Management, LLC | $1.6M | 33,174 | 0.04% | 10q | HELD |
| Rockefeller Capital Management L.P. | $1.6M | 32,442 | 0.00% | 11q | +2.9%+$44.7K |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 31,704 | 0.00% | 22q | -4.0%-$65.7K |
| Western Wealth Management, LLC | $1.6M | 31,673 | 0.05% | 23q | +83.1%+$706.8K |
| Empowered Funds, LLC | $1.5M | 31,512 | 0.01% | 3q | +5.3%+$77.5K |
| EverSource Wealth Advisors, LLC | $1.5M | 30,780 | 0.05% | 19q | +1.6%+$24.0K |
| Beaumont Financial Advisors, LLC | $1.5M | 30,464 | 0.10% | 15q | -4.9%-$76.5K |
| Integrated Wealth Concepts LLC | $1.5M | 29,637 | 0.01% | 26q | +3.8%+$52.9K |
| Kestra Advisory Services, LLC | $1.5M | 29,626 | 0.00% | 23q | -29.7%-$614.2K |
| Sherry Group, Inc. | $1.4M | 29,824 | 1.41% | 3q | -0.8%-$11.0K |
| FIRST FINANCIAL CORP /IN/ | $1.4M | 28,602 | 0.49% | 23q | -2.8%-$41.2K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $1.4M | 28,188 | 0.53% | 3q | +3.5%+$47.2K |
| Beckerman Institutional, LLC | $1.4M | 27,879 | 0.65% | 8q | -1.5%-$20.3K |
| Per Stirling Capital Management, LLC. | $1.3M | 25,662 | 0.12% | 14q | -35.3%-$687.5K |
| Perigon Wealth Management, LLC | $1.2M | 24,615 | 0.02% | 8q | -4.3%-$55.0K |
| Fischer Financial Services, Inc. | $1.2M | 24,202 | 0.30% | 7q | -0.6%-$6.9K |
| LANARK FINANCIAL, INC. | $1.2M | 23,566 | 0.08% | 12q | -8.6%-$108.8K |
| XY Planning Network, Inc. | $1.1M | 22,844 | 0.14% | 3q | +8.5%+$87.8K |
| Geneos Wealth Management Inc. | $1.1M | 21,789 | 0.02% | 26q | +10.1%+$98.4K |
Showing the largest 100 of 238 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | $1.3B | 27,165,558 | 19 | 62 | 85 | 0.0% |
| Q1 2026 | 227 | $1.2B | 29,244,717 | 19 | 68 | 78 | 0.0% |
| Q4 2025 | 226 | $1.1B | 28,501,887 | 21 | 71 | 78 | 0.0% |
| Q3 2025 | 209 | $1.2B | 31,559,139 | 15 | 65 | 83 | 0.0% |
| Q2 2025 | 207 | $1.1B | 31,499,087 | 13 | 71 | 80 | 0.0% |
| Q1 2025 | 207 | $924.3M | 29,944,184 | 14 | 73 | 76 | 0.0% |
| Q4 2024 | 215 | $875.1M | 28,708,121 | 10 | 57 | 83 | 0.0% |
| Q3 2024 | 215 | $1.1B | 33,802,884 | 16 | 78 | 72 | 0.0% |
| Q2 2024 | 212 | $943.6M | 30,801,704 | 13 | 63 | 95 | 0.0% |
| Q1 2024 | 219 | $1.3B | 43,820,759 | 19 | 72 | 88 | 0.0% |
| Q4 2023 | 224 | $1.1B | 36,671,561 | 18 | 56 | 100 | 0.0% |
| Q3 2023 | 212 | $933.9M | 35,009,816 | 7 | 75 | 89 | 0.0% |
| Q2 2023 | 219 | $1.1B | 38,969,415 | 18 | 93 | 68 | 0.0% |
| Q1 2023 | 219 | $996.6M | 35,801,754 | 22 | 87 | 68 | 0.0% |
| Q4 2022 | 199 | $891.8M | 33,382,520 | 20 | 50 | 92 | 0.0% |
| Q3 2022 | 242 | $1.2B | 46,225,889 | 13 | 88 | 93 | 0.0% |
| Q2 2022 | 267 | $1.4B | 47,227,779 | 18 | 65 | 146 | 0.0% |
| Q1 2022 | 313 | $2.2B | 66,537,965 | 33 | 137 | 97 | 0.1% |
| Q4 2021 | 328 | $2.6B | 69,615,263 | 21 | 95 | 128 | 0.1% |
| Q3 2021 | 308 | $2.7B | 72,990,280 | 31 | 120 | 108 | 0.0% |
| Q2 2021 | 318 | $3.2B | 76,271,290 | 39 | 178 | 60 | 0.0% |
| Q1 2021 | 306 | $3.3B | 80,708,571 | 71 | 136 | 58 | 0.0% |
| Q4 2020 | 241 | $2.3B | 58,871,537 | 65 | 98 | 26 | 0.0% |
| Q3 2020 | 160 | $1.3B | 37,819,841 | 40 | 63 | 34 | 0.0% |
| Q2 2020 | 123 | $900.9M | 29,998,706 | 51 | 47 | 16 | 0.0% |
| Q1 2020 | 85 | $578.4M | 23,601,576 | 31 | 29 | 17 | 0.0% |
| Q4 2019 | 68 | $474.6M | 15,180,053 | 14 | 25 | 12 | 0.0% |
| Q3 2019 | 55 | $257.6M | 9,308,743 | 10 | 21 | 10 | 0.0% |
| Q2 2019 | 48 | $250.8M | 8,681,004 | 10 | 18 | 11 | 0.0% |
| Q1 2019 | 41 | $237.0M | 8,212,594 | 5 | 19 | 8 | 0.0% |
| Q4 2018 | 41 | $170.5M | 6,669,979 | 0 | 1 | 1 | 0.0% |