How many shares of XSOE does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 110,258 shares of XSOE (WISDOMTREE TR).

What is ENVESTNET ASSET MANAGEMENT INC's XSOE position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's XSOE position is worth $5.4M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling XSOE?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their XSOE position (-2.9% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy XSOE?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in XSOE in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

XSOE
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

Current Value

$5.4M

Current Shares

110,258

Total Value Change

+$3.8M

Total Shares Change

+46,906

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	110,258	-2.9%	$5.4M	0.0%	$49.18	0
2026-Q1	Decreased	113,506	-1.6%	$4.6M	0.0%	$41.38	0
2025-Q4	Decreased	115,322	-2.7%	$4.5M	0.0%	$39.14	0
2025-Q3	Decreased	118,468	-6.9%	$4.5M	0.0%	$37.65	0
2025-Q2	Decreased	127,291	-11.0%	$4.4M	0.0%	$34.00	0
2025-Q1	Increased	143,056	+38.6%	$4.4M	0.0%	$30.48	35
2024-Q4	Decreased	103,227	-29.4%	$3.1M	0.0%	$30.13	0
2024-Q3	Increased	146,307	+1.8%	$4.8M	0.0%	$32.84	27
2024-Q2	Decreased	143,691	-0.8%	$4.4M	0.0%	$29.88	0
2024-Q1	Decreased	144,805	-23.4%	$4.3M	0.0%	$28.60	0
2023-Q4	Decreased	189,144	-9.6%	$5.5M	0.0%	$28.03	0
2023-Q3	Decreased	209,175	-23.2%	$5.6M	0.0%	$25.73	0
2023-Q2	Increased	272,319	+0.5%	$7.6M	0.0%	$26.55	27
2023-Q1	Increased	270,856	+46.5%	$7.5M	0.0%	$26.55	37
2022-Q4	Decreased	184,925	-46.0%	$4.9M	0.0%	$25.42	0
2022-Q3	Increased	342,499	+23.1%	$8.4M	0.0%	$23.55	33
2022-Q2	Decreased	278,279	-34.3%	$8M	0.0%	$27.20	0
2022-Q1	Decreased	423,698	-6.1%	$13.8M	0.0%	$30.95	0
2021-Q4	Decreased	451,023	-41.2%	$16.6M	0.0%	$34.39	0
2021-Q3	Decreased	767,487	-12.3%	$28.6M	0.0%	$34.40	0
2021-Q2	Increased	875,083	+7.5%	$36.8M	0.0%	$39.10	31
2021-Q1	Increased	814,079	+11.8%	$33.1M	0.0%	$37.25	32
2020-Q4	Increased	728,365	+190.6%	$28.9M	0.0%	$36.51	46
2020-Q3	Decreased	250,671	-4.5%	$8.4M	0.0%	$30.32	0
2020-Q2	Increased	262,488	+160.3%	$7.9M	0.0%	$27.32	44
2020-Q1	Decreased	100,861	-75.5%	$2.5M	0.0%	$22.01	0
2019-Q4	Decreased	412,274	-8.3%	$12.9M	0.0%	$28.20	0
2019-Q3	Decreased	449,664	-6.1%	$12.4M	0.0%	$24.84	0
2019-Q2	Decreased	479,015	-1.8%	$13.8M	0.0%	$25.75	0
2019-Q1	Increased	487,991	+670.3%	$14.1M	0.0%	$25.62	45
2018-Q4	New	63,352	-	$1.6M	0.0%	$22.77	35

Other major holders of XSOE: Steward Partners Investment Advisory, LLC, LPL Financial LLC, JANE STREET GROUP, LLC

XSOE31 quarters

XSOE
31 quarters