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

Clarity 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
2025
Q2 		– Sell
-61
Closed -$1.89K – 268
2025
Q1 		$1.89K Hold
61
– – ﹤0.01% 199
2024
Q4 		$1.87K Hold
61
– – ﹤0.01% 204
2024
Q3 		$2.02K Hold
61
– – ﹤0.01% 182
2024
Q2 		$1.86K Buy
61
+1
+2% +$30 ﹤0.01% 178
2024
Q1 		$1.78K Hold
60
– – ﹤0.01% 185
2023
Q4 		$1.75K Buy
+60
New +$1.63K ﹤0.01% 180

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clarity Asset Management's XSOE Position: Q2 2025 in Review

Clarity Asset Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 61 shares — an estimated $1.89K sold.

Clarity Asset Management first reported a position in XSOE in Q4 2023 and held it in 6 quarters. The position peaked at $2.02K in Q3 2024. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Clarity Asset Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
  • Clarity Asset Management sold 61 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $1.89K.
  • Clarity Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 6 quarters.
  • Clarity Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.02K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Clarity Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.