WISDOMTREE TR
Institutional coverage
232 13F filers hold $XSOE.
13F holders
232
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 232 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
2,451,486 sh
02
Valmark Advisers, Inc.
0.82% of portfolio
1,705,257 sh
03
First Hawaiian Bank
0.13% of portfolio
1,408,892 sh
04
Sheaff Brock Investment Advisors, LLC
0.03% of portfolio
1,280,365 sh
05
Taconic Capital Advisors LP
0.01% of portfolio
1,210,114 sh
06
Waterfront Wealth Inc.
7.34% of portfolio
958,792 sh
07
Strs Ohio
—
676,436 sh
08
Integris Wealth Management, LLC
4.21% of portfolio
619,075 sh
09
Nicholas Hoffman & Company, LLC.
0.24% of portfolio
599,440 sh
10
Chou Associates Management Inc.
0.31% of portfolio
577,262 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $XSOE in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $XSOE in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:40 UTC.