CPIG
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Chicago Partners Investment Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Chicago Partners Investment Group’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
2025
Q1 		– Sell
-8,666
Closed -$264K – 997
2024
Q4 		$264K Sell
8,666
-1,171
-12% -$37.5K 0.01% 705
2024
Q3 		$320K Buy
9,837
+1,173
+14% +$36.4K 0.01% 603
2024
Q2 		$262K Sell
8,664
-1,311
-13% -$39.3K 0.01% 633
2024
Q1 		$288K Sell
9,975
-209
-2% -$5.96K 0.01% 584
2023
Q4 		$283K Sell
10,184
-12,350
-55% -$336K 0.01% 553
2023
Q3 		$582K Sell
22,534
-24,378
-52% -$685K 0.03% 373
2023
Q2 		$1.35M Buy
46,912
+7,524
+19% +$208K 0.07% 245
2023
Q1 		$1.08M Buy
39,388
+666
+2% +$18.7K 0.06% 258
2022
Q4 		$1.11M Buy
38,722
+6,316
+19% +$164K 0.07% 247
2022
Q3 		$829K Buy
32,406
+5,212
+19% +$145K 0.06% 263
2022
Q2 		$777K Sell
27,194
-1,671
-6% -$50.3K 0.06% 261
2022
Q1 		$832K Buy
28,865
+6,206
+27% +$215K 0.06% 230
2021
Q4 		$804K Buy
22,659
+953
+4% +$35.8K 0.06% 258
2021
Q3 		$840K Buy
21,706
+9,138
+73% +$358K 0.06% 250
2021
Q2 		$490K Buy
+12,568
New +$519K 0.04% 328

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $49.6B AUM 39.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Chicago Partners Investment Group's XSOE Position: Q1 2025 in Review

Chicago Partners Investment Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 8,666 shares — an estimated $264K sold.

Chicago Partners Investment Group first reported a position in XSOE in Q2 2021 and held it in 15 quarters. The position peaked at $1.35M in Q2 2023. 221 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

  • Chicago Partners Investment Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 8,666 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $264K.
  • Chicago Partners Investment Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 15 quarters.
  • Chicago Partners Investment Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.35M in Q2 2023.
  • 221 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Chicago Partners Investment Group's 13F filing for Q1 2025, filed 9 May 2025.