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XSOEXSOE
21 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in WISDOMTREE TR

OneDigital Investment Advisors LLC holds 586,910 shares of XSOE (WISDOMTREE TR), worth $28.9M as of 2026-Q2. The position was decreased (-2.1% shares). XSOE represents 0.2% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$28.9M

Current Shares

586,910

Total Value Change

+$28.6M

Total Shares Change

+576,293

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
586,910
-2.1%
$28.9M0.2%$49.18
0
2026-Q1
Decreased
599,440
-21.4%
$24M0.2%$41.38
0
2025-Q4
Decreased
762,687
-79.5%
$29.8M0.3%$39.14
0
2025-Q3
Increased
3.7M
+11.1%
$141.5M1.5%$37.65
53
2025-Q2
Increased
3.4M
+39.5%
$115.7M1.3%$34.00
63
2025-Q1
Increased
2.4M
+77.0%
$74.2M0.9%$30.48
63
2024-Q4
Increased
1.4M
+2.3%
$41.4M0.5%$30.13
36
2024-Q3
Decreased
1.3M
-18.3%
$43.9M0.5%$32.84
0
2024-Q2
Increased
1.6M
+105.0%
$49.8M0.6%$29.88
67
2024-Q1
Decreased
792,525
-48.0%
$23.3M0.4%$28.60
0
2023-Q4
Increased
1.5M
+5.0%
$44M0.8%$28.03
43
2023-Q3
Decreased
1.5M
-3.2%
$38.7M0.8%$25.73
0
2023-Q2
Increased
1.5M
+14.2%
$41.9M0.9%$26.55
47
2023-Q1
Increased
1.3M
+336.6%
$36.5M0.9%$26.55
66
2022-Q4
Increased
300,575
+172.8%
$8M0.2%$25.42
53
2022-Q3
New
110,175
-
$2.7M0.1%$23.55
43
2020-Q1
Exited
0
-100.0%
$00.0%$22.01
0
2019-Q4
Increased
13,798
+4.8%
$431,0000.0%$28.20
25
2019-Q3
Increased
13,167
+3.7%
$364,0000.0%$24.84
25
2019-Q2
Increased
12,698
+19.6%
$367,0000.0%$25.75
28
2019-Q1
New
10,617
-
$306,0000.0%$25.62
32

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

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