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B.O.S.S. Retirement Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

B.O.S.S. Retirement Advisors’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
Q1 		– Sell
-7,069
Closed -$215K – 199
2024
Q4 		$215K Buy
+7,069
New +$226K 0.06% 168

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

B.O.S.S. Retirement Advisors's XSOE Position: Q1 2025 in Review

B.O.S.S. Retirement Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 7,069 shares — an estimated $215K sold.

B.O.S.S. Retirement Advisors first reported a position in XSOE in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 221 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

  • B.O.S.S. Retirement Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 7,069 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $215K.
  • B.O.S.S. Retirement Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $215K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.