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B. Riley Wealth Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

B. Riley Wealth 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
2026
Q1 		– Sell
-111,542
Closed -$4.35M – 1133
2025
Q4 		$4.35M Buy
111,542
+11,215
+11% +$433K 0.2% 111
2025
Q3 		$3.81M Buy
100,327
+570
+0.6% +$20.4K 0.18% 125
2025
Q2 		$3.44M Buy
+99,757
New +$3.19M 0.16% 133
2024
Q4 		$2.09M Sell
68,465
-92,092
-57% -$2.95M 0.07% 271
2024
Q3 		$5.34M Sell
160,557
-5,048
-3% -$157K 0.15% 151
2024
Q2 		$5.07M Buy
165,605
+14,268
+9% +$428K 0.13% 164
2024
Q1 		$4.04M Sell
151,337
-90,020
-37% -$2.57M 0.11% 185
2023
Q4 		$6.97M Buy
241,357
+90,020
+59% +$2.45M 0.19% 120
2023
Q3 		$4.04M Sell
151,337
-147,651
-49% -$4.15M 0.11% 185
2023
Q2 		$8.36M Sell
298,988
-71,287
-19% -$1.97M 0.19% 110
2023
Q1 		$10.3M Sell
370,275
-41,352
-10% -$1.16M 0.27% 74
2022
Q4 		$11M Buy
411,627
+134,577
+49% +$3.5M 0.31% 73
2022
Q3 		$6.82M Sell
277,050
-5,101
-2% -$142K 0.21% 101
2022
Q2 		$8.09M Sell
282,151
-10,528
-4% -$317K 0.34% 62
2022
Q1 		$9.56M Sell
292,679
-120,282
-29% -$4.17M 0.31% 63
2021
Q4 		$15.2M Sell
412,961
-14,482
-3% -$544K 0.44% 37
2021
Q3 		$16.9M Buy
427,443
+6,736
+2% +$264K 0.54% 28
2021
Q2 		$17.4M Sell
420,707
-837
-0.2% -$34.6K 0.57% 26
2021
Q1 		$17M Buy
421,544
+21,635
+5% +$914K 0.6% 25
2020
Q4 		$15.9M Buy
399,909
+32,247
+9% +$1.19M 0.85% 15
2020
Q3 		$11.7M Buy
367,662
+14,911
+4% +$495K 0.62% 33
2020
Q2 		$10.6M Buy
352,751
+65,316
+23% +$1.79M 0.7% 22
2020
Q1 		$7.02M Buy
+287,435
New +$8.37M 0.6% 32

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

B. Riley Wealth Advisors's XSOE Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026, closing a stake of 111,542 shares — an estimated $4.35M sold.

B. Riley Wealth Advisors first reported a position in XSOE in Q1 2020 and held it in 23 quarters. The position peaked at $17.4M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 111,542 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $4.35M.
  • B. Riley Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and held it in 23 quarters.
  • B. Riley Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $17.4M 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 B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.