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XSOEXSOE
Showing 8 of 15 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in WISDOMTREE TR

Yes. Charles Schwab Investment Management holds 652,209 shares of XSOE, worth $32.1M, as of its Q2 2026 13F filing. It reduced the position by 24,227 shares (-3.6%) from Q1 2026. Charles Schwab Investment Management has held XSOE since Q4 2022, across 15 quarterly 13F filings.

Current Value

$32.1M

Current Shares

652,209

Total Value Change

+$8.8M

Total Shares Change

-51,644

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
652,209
-3.6%
$32.1M0.0%$48.96
0
2026-Q1
Decreased
676,436
-3.0%
$27.1M0.0%$39.69
0
2025-Q4
Decreased
697,608
-4.0%
$27.2M0.0%$38.57
0
2025-Q3
Decreased
726,638
-9.0%
$27.6M0.0%$37.28
0
2025-Q2
Decreased
798,883
-2.1%
$27.5M0.0%$33.71
0
2025-Q1
Increased
815,690
+3.6%
$25.2M0.0%$30.04
30
2024-Q4
Increased
787,211
+11.8%
$24M0.0%$29.66
32
2024-Q3
Decreased
703,853
-1.6%
$23.2M0.0%$32.00
0

Other major holders of XSOE: BANK OF NOVA SCOTIA, LPL Financial LLC, JANE STREET GROUP, LLC

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