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Beaumont Financial Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Beaumont Financial 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
Q2 		$1.5M Sell
30,464
-1,556
-5% -$72.3K 0.1% 131
2026
Q1 		$1.28M Sell
32,020
-665
-2% -$27.7K 0.09% 139
2025
Q4 		$1.28M Buy
32,685
+165
+0.5% +$6.37K 0.08% 144
2025
Q3 		$1.23M Sell
32,520
-1,036
-3% -$37.1K 0.08% 145
2025
Q2 		$1.16M Sell
33,556
-1,261
-4% -$40.4K 0.08% 137
2025
Q1 		$1.07M Buy
34,817
+19,163
+122% +$595K 0.08% 139
2024
Q4 		$477K Hold
15,654
– – 0.04% 225
2024
Q3 		$517K Hold
15,654
– – 0.04% 208
2024
Q2 		$479K Hold
15,654
– – 0.04% 214
2024
Q1 		$461K Hold
15,654
– – 0.04% 216
2023
Q4 		$452K Sell
15,654
-1,525
-9% -$41.5K 0.04% 210
2023
Q3 		$458K Sell
17,179
-10,739
-38% -$302K 0.05% 185
2023
Q2 		$780K Buy
27,918
+130
+0.5% +$3.6K 0.07% 154
2023
Q1 		$774K Buy
27,788
+10,609
+62% +$298K 0.08% 141
2022
Q4 		$458K Sell
17,179
-3,413
-17% -$88.7K 0.05% 187
2022
Q3 		$507K Sell
20,592
-9,405
-31% -$263K 0.05% 167
2022
Q2 		$860K Sell
29,997
-1,285
-4% -$38.7K 0.08% 136
2022
Q1 		$1.02M Sell
31,282
-28,696
-48% -$996K 0.08% 151
2021
Q4 		$2.21M Sell
59,978
-5,570
-8% -$209K 0.16% 93
2021
Q3 		$2.45M Sell
65,548
-393,844
-86% -$15.4M 0.19% 84
2021
Q2 		$19.3M Sell
459,392
-138,599
-23% -$5.73M 1.47% 19
2021
Q1 		$24.3M Buy
597,991
+294,000
+97% +$12.4M 2.06% 10
2020
Q4 		$12.1M Buy
303,991
+184,004
+153% +$6.77M 1.07% 26
2020
Q3 		$4.04M Sell
119,987
-36,636
-23% -$1.22M 0.39% 70
2020
Q2 		$4.68M Buy
156,623
+78,872
+101% +$2.16M 0.49% 63
2020
Q1 		$1.9M Sell
77,751
-253,941
-77% -$7.4M 0.24% 72
2019
Q4 		$10.4M Sell
331,692
-79,103
-19% -$2.32M 1.02% 34
2019
Q3 		$11.4M Sell
410,795
-4,537
-1% -$127K 1.13% 32
2019
Q2 		$12M Sell
415,332
-43,847
-10% -$1.25M 1.24% 30
2019
Q1 		$13.2M Buy
459,179
+308,502
+205% +$8.58M 1.42% 30
2018
Q4 		$3.85M Buy
+150,677
New +$3.93M 0.63% 40

Other funds holding XSOE

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Beaumont Financial Advisors's XSOE Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 4.9% in Q2 2026, selling an estimated $72.3K and leaving 30,464 shares worth $1.5M. The position accounts for 0.1% of the portfolio, ranked #131.

Beaumont Financial Advisors first reported a position in XSOE in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.3M in Q1 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Beaumont Financial Advisors held 30,464 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.5M as of Q2 2026.
  • Beaumont Financial Advisors sold 1,556 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $72.3K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.1% of Beaumont Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • Beaumont Financial Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2018 and has held it in 31 quarters since.
  • Beaumont Financial Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $24.3M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.