Carson Wealth (CWM LLC)
XSOE icon

Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$10.3M Sell
256,848
-3,808
-1% -$159K 0.03% 548
2025
Q4 		$10.2M Sell
260,656
-15,392
-6% -$595K 0.03% 522
2025
Q3 		$10.5M Sell
276,048
-16,698
-6% -$598K 0.03% 455
2025
Q2 		$10.1M Sell
292,746
-10,527
-3% -$337K 0.04% 389
2025
Q1 		$9.36M Buy
303,273
+245
+0.1% +$7.6K 0.04% 367
2024
Q4 		$9.24M Buy
303,028
+301,246
+16,905% +$9.65M 0.04% 337
2024
Q3 		$59K Buy
1,782
+2
+0.1% +$62 ﹤0.01% 2573
2024
Q2 		$55K Buy
1,780
+1
+0.1% +$30 ﹤0.01% 2422
2024
Q1 		$52K Sell
1,779
-160
-8% -$4.56K ﹤0.01% 2281
2023
Q4 		$56K Sell
1,939
-344
-15% -$9.36K ﹤0.01% 2109
2023
Q3 		$61K Buy
2,283
+116
+5% +$3.26K ﹤0.01% 1952
2023
Q2 		$61K Sell
2,167
-337
-13% -$9.33K ﹤0.01% 1848
2023
Q1 		$70K Sell
2,504
-52,414
-95% -$1.47M ﹤0.01% 1686
2022
Q4 		$1.47M Buy
54,918
+3,261
+6% +$84.7K 0.01% 506
2022
Q3 		$1.27M Sell
51,657
-1,019
-2% -$28.4K 0.01% 498
2022
Q2 		$1.51M Sell
52,676
-5,958
-10% -$179K 0.01% 453
2022
Q1 		$1.92M Buy
58,634
+13,973
+31% +$485K 0.01% 410
2021
Q4 		$1.65M Buy
+44,661
New +$1.68M 0.01% 476
2021
Q2 		$742K Hold
17,625
– – 0.01% 614
2021
Q1 		$742K Hold
17,625
– – 0.01% 614
2020
Q4 		$742K Hold
17,625
– – 0.01% 614
2020
Q3 		$742K Hold
17,625
– – 0.01% 614
2020
Q2 		$742K Hold
17,625
– – 0.01% 614
2020
Q1 		$742K Hold
17,625
– – 0.01% 614
2019
Q4 		$742K Hold
17,625
– – 0.01% 614
2019
Q3 		$742K Hold
17,625
– – 0.01% 614
2019
Q2 		$742K Hold
17,625
– – 0.01% 614
2019
Q1 		$742K Buy
+17,625
New +$490K 0.01% 614

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 $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XSOE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.5% in Q1 2026, selling an estimated $159K and leaving 256,848 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #548.

Carson Wealth (CWM LLC) first reported a position in XSOE in Q1 2019 and has held it in 28 quarters since. The position peaked at $10.5M in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 256,848 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $10.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,808 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $159K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #548 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.5M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.