Bank of Montreal
XSOE icon

Bank of Montreal’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Bank of Montreal’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 		– Sell
-240
Closed -$7.41K – 3784
2025
Q1 		$7.41K Hold
240
– – ﹤0.01% 3325
2024
Q4 		$7.32K Sell
240
-241
-50% -$7.72K ﹤0.01% 3365
2024
Q3 		$16.1K Buy
481
+241
+100% +$7.49K ﹤0.01% 3605
2024
Q2 		$7.41K Sell
240
-355,938
-100% -$10.7M ﹤0.01% 3680
2024
Q1 		$10.5M Buy
+356,178
New +$10.2M ﹤0.01% 957
2022
Q1 		– Sell
-23,908
Closed -$884K – 4306
2021
Q4 		$884K Sell
23,908
-1,190
-5% -$44.7K ﹤0.01% 2019
2021
Q3 		$947K Sell
25,098
-178,394
-88% -$6.99M ﹤0.01% 2534
2021
Q2 		$8.61M Buy
203,492
+168,099
+475% +$6.95M ﹤0.01% 1351
2021
Q1 		$1.46M Buy
35,393
+15,999
+82% +$676K ﹤0.01% 1944
2020
Q4 		$805K Buy
19,394
+958
+5% +$35.2K ﹤0.01% 2388
2020
Q3 		$630K Buy
18,436
+4,372
+31% +$145K ﹤0.01% 2217
2020
Q2 		$458K Buy
14,064
+1,505
+12% +$41.1K ﹤0.01% 2299
2020
Q1 		$302K Buy
12,559
+12,522
+33,843% +$365K ﹤0.01% 2192
2019
Q4 		$1K Buy
+37
New +$1.08K ﹤0.01% 4826

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

Bank of Montreal's XSOE Position: Q2 2025 in Review

Bank of Montreal sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 240 shares — an estimated $7.41K sold.

Bank of Montreal first reported a position in XSOE in Q4 2019 and held it in 14 quarters. The position peaked at $10.5M in Q1 2024. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Bank of Montreal reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 240 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $7.41K.
  • Bank of Montreal first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2019 and held it in 14 quarters.
  • Bank of Montreal's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.5M in Q1 2024.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.