Beckerman Institutional’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Beckerman Institutional’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	$1.37M	Sell	27,879 -412	-1%	-$19.1K	0.65%	42
2026 Q1	$1.13M	Buy	28,291 +1	+0%	+$42	0.6%	41
2025 Q4	$1.1M	Sell	28,290 -297	-1%	-$11.5K	0.62%	40
2025 Q3	$1.08M	Sell	28,587 -891	-3%	-$31.9K	0.64%	40
2025 Q2	$1.02M	Sell	29,478 -64	-0.2%	-$2.05K	0.67%	39
2025 Q1	$912K	Buy	29,542 +163	+0.6%	+$5.06K	0.66%	40
2024 Q4	$895K	Sell	29,379 -166	-0.6%	-$5.32K	0.72%	39
2024 Q3	$976K	Buy	+29,545	New	+$918K	0.82%	37

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

Beckerman Institutional's XSOE Position: Q2 2026 in Review

Beckerman Institutional reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.5% in Q2 2026, selling an estimated $19.1K and leaving 27,879 shares worth $1.37M. The position accounts for 0.65% of the portfolio, ranked #42.

Beckerman Institutional first reported a position in XSOE in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Beckerman Institutional held 27,879 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.37M as of Q2 2026.
Beckerman Institutional sold 412 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $19.1K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.65% of Beckerman Institutional's portfolio in Q2 2026, its #42 holding.
Beckerman Institutional first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2024 and has held it in 8 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.