Cambridge Investment Research Advisors
XSOE icon

Cambridge Investment Research Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Cambridge Investment Research 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 		$1.87M Buy
38,087
+29
+0.1% +$1.35K ﹤0.01% 1741
2026
Q1 		$1.53M Sell
38,058
-22
-0.1% -$916 ﹤0.01% 1824
2025
Q4 		$1.49M Sell
38,080
-223
-0.6% -$8.61K ﹤0.01% 1784
2025
Q3 		$1.45M Sell
38,303
-2,306
-6% -$82.6K ﹤0.01% 1758
2025
Q2 		$1.4M Sell
40,609
-4,911
-11% -$157K ﹤0.01% 1699
2025
Q1 		$1.41M Sell
45,520
-371
-0.8% -$11.5K ﹤0.01% 1596
2024
Q4 		$1.4M Sell
45,891
-3,118
-6% -$99.9K ﹤0.01% 1615
2024
Q3 		$1.62M Sell
49,009
-3,644
-7% -$113K 0.01% 1516
2024
Q2 		$1.61M Sell
52,653
-96,863
-65% -$2.91M 0.01% 1439
2024
Q1 		$4.41M Sell
149,516
-2,001
-1% -$57K 0.02% 819
2023
Q4 		$4.38M Sell
151,517
-1,073
-0.7% -$29.2K 0.02% 770
2023
Q3 		$4.07M Buy
152,590
+11,738
+8% +$330K 0.02% 760
2023
Q2 		$3.94M Sell
140,852
-11,249
-7% -$312K 0.02% 781
2023
Q1 		$4.23M Sell
152,101
-23,525
-13% -$660K 0.02% 721
2022
Q4 		$4.69M Sell
175,626
-20,449
-10% -$531K 0.02% 629
2022
Q3 		$4.83M Sell
196,075
-23,834
-11% -$665K 0.03% 584
2022
Q2 		$6.31M Sell
219,909
-48,631
-18% -$1.46M 0.03% 486
2022
Q1 		$8.77M Buy
268,540
+17,792
+7% +$618K 0.04% 422
2021
Q4 		$9.24M Sell
250,748
-91
-0% -$3.42K 0.04% 401
2021
Q3 		$9.36M Sell
250,839
-51,494
-17% -$2.02M 0.05% 374
2021
Q2 		$12.7M Buy
302,333
+33,728
+13% +$1.39M 0.06% 305
2021
Q1 		$10.9M Sell
268,605
-5,732
-2% -$242K 0.06% 305
2020
Q4 		$10.9M Buy
274,337
+113,187
+70% +$4.16M 0.06% 287
2020
Q3 		$5.43M Buy
161,150
+72,529
+82% +$2.41M 0.04% 438
2020
Q2 		$2.65M Buy
88,621
+15,041
+20% +$411K 0.02% 656
2020
Q1 		$1.8M Sell
73,580
-10,063
-12% -$293K 0.02% 715
2019
Q4 		$2.61M Buy
83,643
+58,398
+231% +$1.71M 0.02% 673
2019
Q3 		$698K Buy
25,245
+7,702
+44% +$216K 0.01% 1284
2019
Q2 		$506K Buy
17,543
+5,283
+43% +$151K ﹤0.01% 1414
2019
Q1 		$353K Buy
12,260
+2,884
+31% +$80.2K ﹤0.01% 1712
2018
Q4 		$240K Buy
+9,376
New +$244K ﹤0.01% 1810

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
Valmark Advisers
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
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Cambridge Investment Research Advisors's XSOE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.08% in Q2 2026, buying an estimated $1.35K and bringing the position to 38,087 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Cambridge Investment Research Advisors first reported a position in XSOE in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.7M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Cambridge Investment Research Advisors held 38,087 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.87M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 29 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.35K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1741 holding.
  • Cambridge Investment Research 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.
  • Cambridge Investment Research Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $12.7M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.