Belpointe Asset Management
XSOE icon

Belpointe Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Belpointe Asset Management’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
Q3 		– Sell
-8,655
Closed -$426K – 1265
2026
Q2 		$426K Buy
8,655
+3,428
+66% +$159K 0.01% 772
2026
Q1 		$210K Buy
+5,227
New +$218K 0.01% 995
2025
Q4 		– Sell
-16,561
Closed -$628K – 1117
2025
Q3 		$628K Buy
+16,561
New +$593K 0.02% 557
2023
Q2 		– Sell
-4,981
Closed -$139K – 3434
2023
Q1 		$139K Sell
4,981
-790
-14% -$22.2K 0.01% 1123
2022
Q4 		$154K Sell
5,771
-517
-8% -$13.4K 0.01% 1011
2022
Q3 		$155K Sell
6,288
-919
-13% -$25.7K 0.01% 950
2022
Q2 		$207K Sell
7,207
-23,967
-77% -$721K 0.01% 813
2022
Q1 		$1.02M Buy
31,174
+4,593
+17% +$159K 0.06% 327
2021
Q4 		$980K Sell
26,581
-5,492
-17% -$206K 0.06% 323
2021
Q3 		$1.2M Sell
32,073
-9,335
-23% -$366K 0.08% 268
2021
Q2 		$1.74M Buy
41,408
+1,094
+3% +$45.2K 0.13% 181
2021
Q1 		$1.64M Sell
40,314
-6,555
-14% -$277K 0.14% 159
2020
Q4 		$1.86M Buy
46,869
+14,517
+45% +$534K 0.17% 133
2020
Q3 		$1.09M Sell
32,352
-1,422
-4% -$47.2K 0.12% 188
2020
Q2 		$1.01M Buy
+33,774
New +$923K 0.13% 168
2020
Q1 		– Sell
-3,660
Closed -$114K – 814
2019
Q4 		$114K Hold
3,660
– – 0.01% 735
2019
Q3 		$101K Hold
3,660
– – 0.02% 669
2019
Q2 		$106K Buy
+3,660
New +$105K 0.02% 589
2019
Q1 		– Sell
-3,980
Closed -$102K – 602
2018
Q4 		$102K Hold
3,980
– – 0.03% 490
2018
Q3 		$112K Buy
+3,980
New +$115K 0.02% 615

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ESL Trust Services
ESL Trust Services Rochester, New York $580M AUM 13.85% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Belpointe Asset Management's XSOE Position: Q3 2026 in Review

Belpointe Asset Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2026, closing a stake of 8,655 shares — an estimated $426K sold.

Belpointe Asset Management first reported a position in XSOE in Q3 2018 and held it in 20 quarters. The position peaked at $1.86M in Q4 2020. 217 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Belpointe Asset Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 8,655 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $426K.
  • Belpointe Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2018 and held it in 20 quarters.
  • Belpointe Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.86M in Q4 2020.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.