DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (XSOE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
237
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -16.7%-$10.3M |
| ESL Trust Services, LLC | $47.2M | 958,864 | 8.04% | 27q | HELD |
| HOWARD FINANCIAL SERVICES, LTD. | $36.6M | 744,935 | 1.90% | 26q | +121.2%+$20.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.1M | 652,209 | 0.00% | 15q | -3.6%-$1.2M |
| 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 |
| 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 | -2.0%-$230.6K |
| 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 |
| Betterment LLC | $6.6M | 134,574 | 0.01% | 19q | -23.9%-$2.1M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $3.7M | 76,174 | 0.00% | 31q | +100.2%+$1.9M |
| 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 |
| Merit Financial Group, LLC | $3.3M | 66,955 | 0.02% | 16q | -51.1%-$3.4M |
| 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 |
| 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 |
| Kestra Advisory Services, LLC | $1.5M | 29,626 | 0.00% | 23q | -29.7%-$614.2K |
| Integrated Wealth Concepts LLC | $1.4M | 29,384 | 0.01% | 26q | +2.9%+$40.5K |
| 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 237 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 78 | $205.1M | 4,377,482 | 3 | 20 | 33 | 0.0% |
| Q2 2026 | 237 | $1.3B | 27,042,554 | 18 | 64 | 90 | 0.0% |
| Q1 2026 | 237 | $1.1B | 28,000,281 | 20 | 69 | 83 | 0.0% |
| Q4 2025 | 237 | $1.1B | 29,092,098 | 22 | 72 | 87 | 0.0% |
| Q3 2025 | 222 | $1.3B | 33,723,151 | 20 | 67 | 88 | 0.0% |
| Q2 2025 | 219 | $1.2B | 33,690,654 | 14 | 73 | 86 | 0.0% |
| Q1 2025 | 222 | $1.0B | 32,667,062 | 15 | 81 | 78 | 0.0% |
| Q4 2024 | 231 | $1.8B | 57,950,889 | 11 | 63 | 89 | 0.0% |
| Q3 2024 | 231 | $1.4B | 42,752,973 | 17 | 82 | 76 | 0.0% |
| Q2 2024 | 229 | $1.2B | 38,075,702 | 17 | 67 | 100 | 0.0% |
| Q1 2024 | 236 | $1.5B | 51,652,134 | 19 | 78 | 93 | 0.0% |
| Q4 2023 | 242 | $1.3B | 44,618,845 | 19 | 60 | 107 | 0.0% |
| Q3 2023 | 232 | $16.8B | 631,039,404 | 9 | 83 | 94 | 0.0% |
| Q2 2023 | 242 | $1.3B | 47,495,980 | 19 | 98 | 80 | 0.0% |
| Q1 2023 | 246 | $1.3B | 46,108,088 | 25 | 90 | 79 | 0.0% |
| Q4 2022 | 242 | $1.2B | 46,283,011 | 26 | 58 | 112 | 0.0% |
| Q3 2022 | 241 | $19.5B | 792,301,664 | 13 | 86 | 94 | 0.0% |
| Q2 2022 | 266 | $26.0B | 906,346,665 | 18 | 65 | 145 | 0.0% |
| Q1 2022 | 311 | $39.0B | 1,193,023,191 | 32 | 137 | 96 | 0.0% |
| Q4 2021 | 328 | $44.6B | 1,210,454,282 | 21 | 97 | 127 | 0.0% |
| Q3 2021 | 308 | $38.9B | 1,041,546,754 | 31 | 120 | 109 | 0.0% |
| Q2 2021 | 318 | $63.4B | 1,506,695,434 | 39 | 178 | 60 | 0.0% |
| Q1 2021 | 304 | $44.7B | 1,098,172,616 | 70 | 135 | 58 | 0.0% |
| Q4 2020 | 241 | $40.0B | 1,007,239,220 | 65 | 98 | 26 | 0.0% |
| Q3 2020 | 159 | $10.6B | 315,295,262 | 39 | 63 | 34 | 0.0% |
| Q2 2020 | 122 | $6.9B | 231,535,279 | 51 | 46 | 16 | 0.0% |
| Q1 2020 | 85 | $4.0B | 161,957,082 | 31 | 29 | 17 | 0.0% |
| Q4 2019 | 67 | $483.8M | 15,473,159 | 13 | 24 | 13 | 0.0% |
| Q3 2019 | 54 | $262.6M | 9,487,526 | 10 | 20 | 10 | 0.0% |
| Q2 2019 | 48 | $250.8M | 8,681,004 | 10 | 18 | 11 | 0.0% |
| Q1 2019 | 41 | $445.1M | 15,431,368 | 5 | 19 | 8 | 0.0% |
| Q4 2018 | 41 | $170.5M | 6,669,979 | 0 | 1 | 1 | 0.0% |