Advisory Services Network’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-500	Closed	-$19K	–	4292
2025 Q3	$19K	Buy	+500	New	+$17.9K	﹤0.01%	2977
2024 Q1	–	Sell	-13	Closed	-$375	–	3698
2023 Q4	$375	Buy	+13	New	+$354	﹤0.01%	3662
2023 Q2	–	Sell	-603	Closed	-$16.8K	–	3696
2023 Q1	$16.8K	Buy	603 +162	+37%	+$4.55K	﹤0.01%	2650
2022 Q4	$11.8K	Buy	+441	New	+$11.5K	﹤0.01%	2772
2021 Q4	–	Sell	-13,594	Closed	-$507K	–	1523
2021 Q3	$507K	Buy	13,594 +1,098	+9%	+$43K	0.02%	867
2021 Q2	$525K	Buy	12,496 +2,181	+21%	+$90.1K	0.02%	857
2021 Q1	$419K	Buy	10,315 +222	+2%	+$9.38K	0.02%	900
2020 Q4	$400K	Buy	10,093 +10,044	+20,498%	+$369K	0.02%	827
2020 Q3	$2K	Buy	+49	New	+$1.63K	﹤0.01%	3215
2020 Q2	–	Sell	-101	Closed	-$2K	–	2772
2020 Q1	$2K	Hold	101	–	–	﹤0.01%	2800
2019 Q4	$3K	Hold	101	–	–	﹤0.01%	2792
2019 Q3	$3K	Hold	101	–	–	﹤0.01%	2584
2019 Q2	$3K	Buy	101 +19	+23%	+$543	﹤0.01%	2582
2019 Q1	$2K	Buy	+82	New	+$2.28K	﹤0.01%	2366

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisory Services Network's XSOE Position: Q4 2025 in Review

Advisory Services Network sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2025, closing a stake of 500 shares — an estimated $19K sold.

Advisory Services Network first reported a position in XSOE in Q1 2019 and held it in 14 quarters. The position peaked at $525K in Q2 2021. 234 funds tracked by Wall St. Rank hold XSOE as of Q4 2025.

Advisory Services Network reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 500 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2025, an estimated $19K.
Advisory Services Network first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2019 and held it in 14 quarters.
Advisory Services Network's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $525K in Q2 2021.
234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.