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

Clearstead 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	$6.25K	Hold	127	–	–	﹤0.01%	2129
2026 Q1	$5.09K	Hold	127	–	–	﹤0.01%	1733
2025 Q4	$4.96K	Hold	127	–	–	﹤0.01%	2018
2025 Q3	$4.82K	Hold	127	–	–	﹤0.01%	2169
2025 Q2	$4.38K	Hold	127	–	–	﹤0.01%	2149
2025 Q1	$3.92K	Hold	127	–	–	﹤0.01%	1792
2024 Q4	$3.87K	Hold	127	–	–	﹤0.01%	1763
2024 Q3	$4.2K	Hold	127	–	–	﹤0.01%	1739
2024 Q2	$3.89K	Buy	+127	New	+$3.81K	﹤0.01%	1724

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

Clearstead Advisors's XSOE Position: Q2 2026 in Review

Clearstead Advisors held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 127 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Clearstead Advisors first reported a position in XSOE in Q2 2024 and has held it in 9 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Clearstead Advisors held 127 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $6.25K as of Q2 2026.
Clearstead Advisors left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2129 holding.
Clearstead Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2024 and has held it in 9 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.