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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Advisornet Financial's XSOE Position: Q1 2026 in Review

Advisornet Financial increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 50% in Q1 2026, buying an estimated $18.7K and bringing the position to 1,350 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Advisornet Financial first reported a position in XSOE in Q2 2018 and has held it in 24 quarters since. The position peaked at $3.67M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Advisornet Financial held 1,350 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $54.1K as of Q1 2026.
  • Advisornet Financial bought 450 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $18.7K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1030 holding.
  • Advisornet Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2018 and has held it in 24 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 Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.