Advisornet Financial’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Advisornet Financial’s Portfolio XSOE Stock Details XSOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.9K	Buy	1,400 +50	+4%	+$2.32K	﹤0.01%	1007
2026 Q1	$54.1K	Buy	1,350 +450	+50%	+$18.7K	﹤0.01%	1030
2025 Q4	$35.1K	Buy	+900	New	+$34.8K	﹤0.01%	1174
2024 Q4	–	Sell	-1,172	Closed	-$38.7K	–	2287
2024 Q3	$38.7K	Hold	1,172	–	–	﹤0.01%	982
2024 Q2	$35.9K	Hold	1,172	–	–	﹤0.01%	927
2024 Q1	$34.5K	Hold	1,172	–	–	﹤0.01%	924
2023 Q4	$33.8K	Sell	1,172 -47	-4%	-$1.28K	﹤0.01%	930
2023 Q3	$32.5K	Sell	1,219 -37	-3%	-$1.04K	﹤0.01%	897
2023 Q2	$35.1K	Sell	1,256 -80	-6%	-$2.21K	﹤0.01%	909
2023 Q1	$37.2K	Sell	1,336 -1,452	-52%	-$40.8K	﹤0.01%	876
2022 Q4	$74.4K	Sell	2,788 -2,513	-47%	-$65.3K	0.01%	691
2022 Q3	$131K	Sell	5,301 -4,551	-46%	-$127K	0.01%	594
2022 Q2	$283K	Sell	9,852 -53,441	-84%	-$1.61M	0.03%	431
2022 Q1	$2.07M	Buy	63,293 +4,882	+8%	+$169K	0.13%	159
2021 Q4	$2.15M	Sell	58,411 -7,358	-11%	-$277K	0.13%	145
2021 Q3	$2.45M	Sell	65,769 -21,395	-25%	-$838K	0.17%	118
2021 Q2	$3.67M	Sell	87,164 -1,441	-2%	-$59.6K	0.24%	98
2021 Q1	$3.6M	Sell	88,605 -1,760	-2%	-$74.3K	0.26%	90
2020 Q4	$3.58M	Buy	90,365 +340	+0.4%	+$12.5K	0.29%	74
2020 Q3	$3.03M	Sell	90,025 -4,594	-5%	-$153K	0.26%	87
2020 Q2	$2.83M	Buy	94,619 +93,864	+12,432%	+$2.57M	0.23%	103
2020 Q1	$18K	Sell	755 -955	-56%	-$27.8K	﹤0.01%	1099
2019 Q4	$53K	Buy	+1,710	New	+$50.1K	﹤0.01%	877
2018 Q4	–	Sell	-9,733	Closed	-$275K	–	1586
2018 Q3	$275K	Buy	9,733 +6,423	+194%	+$186K	0.03%	362
2018 Q2	$97K	Buy	+3,310	New	+$103K	0.01%	535

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Advisornet Financial's XSOE Position: Q2 2026 in Review

Advisornet Financial increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.7% in Q2 2026, buying an estimated $2.32K and bringing the position to 1,400 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Advisornet Financial first reported a position in XSOE in Q2 2018 and has held it in 25 quarters since. The position peaked at $3.67M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Advisornet Financial held 1,400 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $68.9K as of Q2 2026.
Advisornet Financial bought 50 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $2.32K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1007 holding.
Advisornet Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2018 and has held it in 25 quarters since.
Advisornet Financial's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.67M in Q2 2021.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.