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Atria Wealth Solutions’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Atria Wealth Solutions’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
Q2 		$219K Sell
6,345
-13,832
-69% -$443K ﹤0.01% 1338
2025
Q1 		$623K Buy
20,177
+9,785
+94% +$304K 0.01% 1093
2024
Q4 		$317K Sell
10,392
-79
-0.8% -$2.53K ﹤0.01% 1515
2024
Q3 		$346K Sell
10,471
-1,329
-11% -$41.3K ﹤0.01% 1432
2024
Q2 		$361K Buy
11,800
+95
+0.8% +$2.85K ﹤0.01% 1392
2024
Q1 		$345K Sell
11,705
-189
-2% -$5.39K ﹤0.01% 1469
2023
Q4 		$343K Sell
11,894
-5,738
-33% -$156K ﹤0.01% 1409
2023
Q3 		$470K Buy
17,632
+822
+5% +$23.1K 0.01% 1160
2023
Q2 		$470K Sell
16,810
-1,870
-10% -$51.8K 0.01% 1187
2023
Q1 		$520K Buy
18,680
+1,710
+10% +$48K 0.01% 1110
2022
Q4 		$453K Buy
16,970
+584
+4% +$15.2K 0.01% 1133
2022
Q3 		$403K Buy
16,386
+1,449
+10% +$40.5K 0.01% 1146
2022
Q2 		$428K Sell
14,937
-1
-0% -$30 0.01% 1051
2022
Q1 		$488K Buy
+14,938
New +$518K 0.01% 1084

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's XSOE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 69% in Q2 2025, selling an estimated $443K and leaving 6,345 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Atria Wealth Solutions first reported a position in XSOE in Q1 2022 and has held it in 14 quarters since. The position peaked at $623K in Q1 2025. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Atria Wealth Solutions held 6,345 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $219K as of Q2 2025.
  • Atria Wealth Solutions sold 13,832 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $443K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1338 holding.
  • Atria Wealth Solutions first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $623K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.