WISDOMTREE TR (XSOE) is held by 61 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling XSOE?

In Q2 2026, 24 institutions opened or increased positions in WISDOMTREE TR while 34 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on XSOE?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for XSOE. In Q2 2026, the institutional leg showed net outflows: 24 buying versus 34 selling.

How many hedge funds hold XSOE?

61 institutional investors report holding WISDOMTREE TR (XSOE) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into XSOE?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 24 buyers versus 34 sellers — net outflows.

WISDOMTREE TR

XSOE·97717X578·US·ETF

Holders

(11 Elite)

$733.6M

Total Value

41% (58)

Consensus

24 buying - 34 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 61 funds

11 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for XSOE.

Checking access…

	Action
MORGAN STANLEY	Decreased	3M(-1.1%)	$145.2M	0.0%	+52.67%	0
BANK OF AMERICA CORP /DE/	Decreased	1.8M(-4.0%)	$87.4M	0.0%	+78.70%	0
LPL Financial LLC	Increased	1.6M(+33.4%)	$79.4M	0.0%	+27.50%	38
STATE OF WISCONSIN INVESTMENT BOARD	Unchanged	1.4M	$69.3M	0.1%	+54.08%	0
UBS Group AG	Decreased	1.4M(-2.7%)	$68.5M	0.0%	+54.65%	0
WELLS FARGO & COMPANY/MN	Decreased	1M(-16.7%)	$51.6M	0.0%	+46.60%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	652,209(-3.6%)	$32.1M	0.0%	+77.07%	0
OneDigital Investment Advisors LLC	Decreased	586,910(-2.1%)	$28.9M	0.2%	+49.78%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	480,219(+213.6%)	$23.6M	0.0%	+1.59%	46
OSAIC HOLDINGS, INC.	Decreased	313,863(-26.5%)	$15.4M	0.0%	+47.84%	0
Cetera Investment Advisers	Decreased	294,864(-7.7%)	$14.5M	0.0%	+49.46%	0
STIFEL FINANCIAL CORP	Decreased	283,853(-0.5%)	$14M	0.0%	+35.17%	0
AMERIPRISE FINANCIAL INC	Decreased	224,459(-2.0%)	$11M	0.0%	+46.58%	0
Pinnacle Financial Partners, Inc.	Increased	176,341(+3.8%)	$8.7M	0.1%	+18.61%	29
FWFocus Partners Wealth	Decreased	157,261(-3.5%)	$7.7M	0.0%	+49.95%	0
JANE STREET GROUP, LLC	New	141,540	$7M	0.0%	-5.47%	38
D.A. DAVIDSON & CO.	Decreased	114,908(-0.3%)	$5.7M	0.0%	+56.02%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	110,258(-2.9%)	$5.4M	0.0%	+54.71%	0
JPMORGAN CHASE & CO	Increased	108,936(+28.4%)	$5.3M	0.0%	+30.15%	34
Equitable Holdings, Inc.	Decreased	101,006(-1.2%)	$5M	0.0%	+36.11%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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