AAS
XSOE icon

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

Avantax Advisory Services’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 		$2.52M Buy
73,084
+414
+0.6% +$13.3K 0.01% 693
2025
Q1 		$2.24M Buy
72,670
+2,013
+3% +$62.5K 0.01% 690
2024
Q4 		$2.15M Buy
70,657
+258
+0.4% +$8.26K 0.01% 680
2024
Q3 		$2.33M Buy
70,399
+4,941
+8% +$154K 0.02% 625
2024
Q2 		$2M Buy
65,458
+11,240
+21% +$337K 0.01% 660
2024
Q1 		$1.6M Buy
54,218
+6,445
+13% +$184K 0.01% 602
2023
Q4 		$1.38M Buy
47,773
+5,077
+12% +$138K 0.01% 616
2023
Q3 		$1.14M Buy
42,696
+930
+2% +$26.1K 0.01% 637
2023
Q2 		$1.17M Buy
41,766
+4,079
+11% +$113K 0.01% 629
2023
Q1 		$1.05M Buy
37,687
+127
+0.3% +$3.57K 0.01% 655
2022
Q4 		$1M Buy
37,560
+268
+0.7% +$6.96K 0.01% 637
2022
Q3 		$918K Buy
37,292
+3,308
+10% +$92.3K 0.01% 583
2022
Q2 		$975K Sell
33,984
-3,520
-9% -$106K 0.01% 554
2022
Q1 		$1.23M Buy
37,504
+8,256
+28% +$287K 0.02% 488
2021
Q4 		$1.08M Sell
29,248
-18,084
-38% -$680K 0.02% 518
2021
Q3 		$1.77M Buy
47,332
+13,263
+39% +$520K 0.03% 364
2021
Q2 		$1.43M Buy
34,069
+23,545
+224% +$973K 0.03% 399
2021
Q1 		$426K Sell
10,524
-2,317
-18% -$97.9K 0.01% 672
2020
Q4 		$507K Sell
12,841
-10,144
-44% -$373K 0.01% 553
2020
Q3 		$773K Buy
22,985
+16,133
+235% +$536K 0.01% 627
2020
Q2 		$203K Buy
+6,852
New +$187K 0.01% 784

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's XSOE Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.57% in Q2 2025, buying an estimated $13.3K and bringing the position to 73,084 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #693.

Avantax Advisory Services first reported a position in XSOE in Q2 2020 and has held it in 21 quarters since. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Avantax Advisory Services held 73,084 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.52M as of Q2 2025.
  • Avantax Advisory Services bought 414 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $13.3K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #693 holding.
  • Avantax Advisory Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 21 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.