WISDOMTREE TR (XSOE): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WISDOMTREE TR (XSOE)

220 + Investors. Track Smart Money conviction in XSOE. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — XSOE

Based on 219 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added XSOE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

219 hedge funds hold XSOE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 50% buying

107 buying107 selling

Last quarter: 107 funds bought or added vs 107 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new XSOE position: 19 → 17 → 22 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 15% new

151 out of 219 hedge funds have held XSOE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

19 → 19 → 17 → 22 → 28 new funds/Q

New funds entering each quarter: 19 → 17 → 22 → 28. A growing number of institutions are discovering XSOE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new

Of 220 current holders: 148 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds

14 of 219 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	220	208	5.77%
13F Shares	28M	33M	-14.64%
Total Value	$1.11B	$1.21B	-8.24%
New Positions	28	22	+6
Increased Positions	79	71	+8
Closed Positions	17	19	-2
Reduced Positions	90	86	+4
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

220

208

5.77%

13F Shares

28M

33M

-14.64%

Total Value

$1.11B

$1.21B

-8.24%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

220 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XSOE. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of XSOE — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Marathon Mission, Inc.	11.86%	508,156	$20.4M
2	Warren Street Wealth Advisors, LLC	5.54%	542,958	$21.8M
3	WEALTH MANAGEMENT RESOURCES, INC.	4.42%	316,459	$12.7M
4	Elwood & Goetz Wealth Advisory Group, LLC	4.21%	619,075	$24.8M
5	INVENIO WEALTH PARTNERS LLC	3.97%	249,542	$10.0M
6	Evergreen Private Wealth LLC	2.73%	168,738	$6.8M
7	HOWARD FINANCIAL SERVICES, LTD.	1.52%	336,833	$13.5M
8	Goldstein Advisors, LLC	1.03%	230,340	$9.2M
9	Yoder Wealth Management, Inc.	1.01%	55,531	$2.2M
10	ETF Store, Inc.	0.97%	24,856	$997K
11	Addison Capital Co	0.94%	131,887	$5.3M
12	Encompass More Asset Management	0.89%	132,322	$5.3M
13	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.81%	205,181	$8.2M
14	Valmark Advisers, Inc.	0.78%	1,640,866	$65.8M
15	Pallas Capital Advisors LLC	0.74%	492,666	$19.8M
16	Oxinas Partners, LLC	0.65%	35,520	$1.4M
17	NORTHBRIDGE FINANCIAL GROUP, LLC	0.51%	27,228	$1.2M
18	DRIVE WEALTH MANAGEMENT, LLC	0.47%	55,118	$2.2M
19	FIRST FINANCIAL CORP /IN/	0.46%	29,440	$1.2M
20	CLIENT 1ST ADVISORY GROUP, LLC	0.43%	35,637	$1.4M
21	Opulen Financial Group LLC	0.43%	15,377	$617K
22	Premier Path Wealth Partners, LLC	0.36%	69,809	$2.8M
23	Fischer Financial Services, Inc.	0.33%	24,342	$976K
24	OMNI 360 Wealth, Inc.	0.29%	14,054	$564K
25	HOWARD BAILEY SECURITIES, LLC	0.28%	17,023	$683K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — WISDOMTREE TR (XSOE)

What does the Smart Money Trend signal show for XSOE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XSOE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XSOE?

Slight buying edge — 50% buying: Last quarter: 107 funds bought or added vs 107 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XSOE holders?

Strong quality — 37% AUM from major funds: 14 of 219 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XSOE?

69% of holders stayed for 2+ years: 151 out of 219 hedge funds have held XSOE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

WISDOMTREE TR (XSOE)

Smart Money Signals — XSOE

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

Slight buying edge — 50% buying

More new buyers each quarter (+6 vs last Q)

69% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 67% of holders stayed 2+ years

Strong quality — 37% AUM from major funds

Hedge Fund Ownership: XSOE

Market Analysis: XSOE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XSOE

Hedge Fund Positioning: XSOE

Statistics: XSOE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WISDOMTREE TR (XSOE)

Welcome to 13Foresight!