WISDOMTREE TR (XSOE) is held by 62 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling XSOE?

In Q1 2026, 32 institutions opened or increased positions in WISDOMTREE TR while 28 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on XSOE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold XSOE?

62 institutional investors report holding WISDOMTREE TR (XSOE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into XSOE?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 32 buyers versus 28 sellers — net inflows.

WISDOMTREE TR

XSOE·97717X578·US·ETF·Unknown - Unknown

Holders

Avg rating(17 Elite)

$600.2M

Total Value

53% (65)

Fund Consensus

32 buying - 28 selling

No verdict yet — fewer than 2 funds hold XSOE.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	3M(+4.0%)	$119.7M	0.0%	+55.54%	31
BANK OF AMERICA CORP /DE/	Decreased	1.9M(-7.6%)	$74.3M	0.0%	+57.95%	0
UBS Group AG	Increased	1.4M(+4.7%)	$57.5M	0.0%	+58.28%	31
STATE OF WISCONSIN INVESTMENT BOARD	Unchanged	1.4M	$56.5M	0.1%	+56.79%	0
WELLS FARGO & COMPANY/MN	Increased	1.3M(+1.6%)	$50.5M	0.0%	+53.66%	30
LPL Financial LLC	Decreased	1.2M(-11.1%)	$48.5M	0.0%	+47.45%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	676,436(-3.0%)	$27.1M	0.0%	+80.64%	0
OneDigital Investment Advisors LLC	Decreased	599,440(-21.4%)	$24M	0.2%	+52.92%	0
OSAIC HOLDINGS, INC.	Decreased	426,795(-18.4%)	$17.1M	0.0%	+51.24%	0
Cetera Investment Advisers	Decreased	319,498(-12.8%)	$12.8M	0.0%	+52.54%	0
STIFEL FINANCIAL CORP	Increased	285,217(+10.6%)	$11.4M	0.0%	+37.26%	31
AMERIPRISE FINANCIAL INC	Decreased	229,149(-0.3%)	$9.2M	0.0%	+49.60%	0
Bank of New York Mellon Corp	Increased	202,510(+9.3%)	$8.1M	0.0%	+49.02%	30
Pinnacle Financial Partners, Inc.	Increased	169,962(+7.3%)	$6.8M	0.1%	+21.63%	29
FWFocus Partners Wealth	Decreased	163,047(-7.3%)	$6.5M	0.0%	+45.52%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	153,152(-57.6%)	$6.1M	0.0%	+23.00%	0
MFMerit Financial Group, LLC	Decreased	136,849(-6.5%)	$5.5M	0.0%	+24.91%	0
Mariner, LLC	Decreased	121,181(-3.1%)	$4.9M	0.0%	+22.86%	0
D.A. DAVIDSON & CO.	Decreased	115,199(-1.7%)	$4.6M	0.0%	+58.92%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	113,506(-1.6%)	$4.6M	0.0%	+57.57%	0