Beacon Capital Management LLC (Tennessee)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-14	Closed	-$483	–	1042
2025 Q2	$483	Hold	14	–	–	﹤0.01%	1032
2025 Q1	$432	Hold	14	–	–	﹤0.01%	1089
2024 Q4	$427	Hold	14	–	–	﹤0.01%	1035
2024 Q3	$462	Hold	14	–	–	﹤0.01%	1152
2024 Q2	$429	Hold	14	–	–	﹤0.01%	1004
2024 Q1	$412	Hold	14	–	–	﹤0.01%	1014
2023 Q4	$373	Sell	14 -1,333	-99%	-$36.3K	﹤0.01%	935
2023 Q3	$37.6K	Hold	1,347	–	–	0.01%	296
2023 Q2	$37.6K	Buy	+1,347	New	+$37.3K	0.01%	296

Other funds holding XSOE

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XSOE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 14 shares — an estimated $483 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XSOE in Q2 2023 and held it in 9 quarters. The position peaked at $37.6K in Q3 2023. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 14 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $483.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2023 and held it in 9 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $37.6K in Q3 2023.
220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.