XSOE WISDOMTREE TR: institutional ownership and insider trading

251 funds reported holding $1.34B of WISDOMTREE TR in their latest 13F filings; in Q2 2026 funds net sold $47.0M, with 18 new positions and 15 funds selling out.

Famous investors holding XSOE

Largest institutional holders of XSOE

  1. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $145M
  2. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $87.4M
  3. LPL Financial LLC — $79.4M
  4. Valmark Advisers, Inc. — $74.3M
  5. STATE OF WISCONSIN INVESTMENT BOARD — $69.3M
  6. UBS Group AG (UBS) — $68.5M
  7. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $51.6M
  8. ESL Trust Services, LLC — $47.2M
  9. CHARLES SCHWAB INVESTMENT MANAGEMENT INC — $32.1M
  10. HighPoint Advisor Group LLC — $29.1M

All XSOE 13F holders