Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Cetera Investment Advisers’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 		$14.5M Sell
294,864
-24,634
-8% -$1.14M 0.01% 929
2026
Q1 		$12.8M Sell
319,498
-47,111
-13% -$1.96M 0.01% 923
2025
Q4 		$14.3M Buy
366,609
+16,340
+5% +$631K 0.02% 830
2025
Q3 		$13.3M Buy
350,269
+64,100
+22% +$2.3M 0.02% 838
2025
Q2 		$9.87M Buy
286,169
+32,579
+13% +$1.04M 0.02% 836
2025
Q1 		$7.83M Sell
253,590
-1,461
-0.6% -$45.3K 0.02% 882
2024
Q4 		$7.77M Sell
255,051
-496
-0.2% -$15.9K 0.02% 826
2024
Q3 		$8.44M Buy
255,547
+14,340
+6% +$446K 0.02% 765
2024
Q2 		$7.39M Buy
241,207
+38,463
+19% +$1.15M 0.02% 802
2024
Q1 		$5.97M Buy
202,744
+180,225
+800% +$5.14M 0.01% 896
2023
Q4 		$650K Buy
22,519
+7,404
+49% +$201K 0.01% 1346
2023
Q3 		$403K Buy
15,115
+2,635
+21% +$74.1K ﹤0.01% 1545
2023
Q2 		$349K Buy
12,480
+1,659
+15% +$45.9K ﹤0.01% 1653
2023
Q1 		$301K Buy
+10,821
New +$304K ﹤0.01% 1700
2022
Q2 		– Sell
-13,913
Closed -$454K – 1966
2022
Q1 		$454K Buy
13,913
+4,494
+48% +$156K 0.01% 1224
2021
Q4 		$347K Sell
9,419
-3,190
-25% -$120K 0.01% 1410
2021
Q3 		$471K Buy
12,609
+276
+2% +$10.8K 0.01% 1179
2021
Q2 		$519K Buy
12,333
+3,775
+44% +$156K 0.01% 1107
2021
Q1 		$348K Buy
8,558
+1,594
+23% +$67.3K 0.01% 1178
2020
Q4 		$276K Buy
+6,964
New +$256K 0.01% 1285

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

Cetera Investment Advisers's XSOE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 7.7% in Q2 2026, selling an estimated $1.14M and leaving 294,864 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #929.

Cetera Investment Advisers first reported a position in XSOE in Q4 2020 and has held it in 20 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Cetera Investment Advisers held 294,864 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $14.5M as of Q2 2026.
  • Cetera Investment Advisers sold 24,634 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.14M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #929 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 20 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.