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CCA
Clearwater Capital Advisors’s
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
Stock Holding History
Clearwater Capital 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
Q1
$418K
Sell
10,429
-82
-0.8%
-$3.41K
0.03%
121
2025
Q4
$410K
Sell
10,511
-248
-2%
-$9.58K
0.03%
120
2025
Q3
$408K
Sell
10,759
-1,999
-16%
-$71.6K
0.03%
121
2025
Q2
$440K
Sell
12,758
-328,160
-96%
-$10.5M
0.04%
118
2025
Q1
$10.5M
Buy
340,918
+17,078
+5%
+$530K
1.02%
25
2024
Q4
$9.87M
Buy
323,840
+37,199
+13%
+$1.19M
0.97%
27
2024
Q3
$9.47M
Buy
286,641
+16,936
+6%
+$526K
0.92%
28
2024
Q2
$8.26M
Buy
269,705
+9,185
+4%
+$276K
0.88%
28
2024
Q1
$7.67M
Buy
260,520
+18,663
+8%
+$532K
0.82%
30
2023
Q4
$6.98M
Buy
241,857
+51,193
+27%
+$1.39M
0.78%
31
2023
Q3
$5.09M
Buy
190,664
+3,271
+2%
+$91.9K
0.62%
31
2023
Q2
$5.24M
Buy
187,393
+7,447
+4%
+$206K
0.62%
33
2023
Q1
$5.01M
Buy
179,946
+2,871
+2%
+$80.6K
0.61%
35
2022
Q4
$4.72M
Buy
177,075
+10,046
+6%
+$261K
0.62%
36
2022
Q3
$4.11M
Sell
167,029
-179,601
-52%
-$5.01M
0.57%
44
2022
Q2
$9.94M
Sell
346,630
-6,757
-2%
-$203K
1.36%
21
2022
Q1
$11.5M
Buy
353,387
+33,292
+10%
+$1.16M
1.32%
23
2021
Q4
$11.8M
Buy
320,095
+87,886
+38%
+$3.3M
1.3%
24
2021
Q3
$8.67M
Buy
232,209
+22,603
+11%
+$886K
1%
30
2021
Q2
$8.82M
Buy
209,606
+21,014
+11%
+$868K
1.03%
28
2021
Q1
$7.67M
Buy
+188,592
New
+$7.97M
0.96%
28
Other funds holding XSOE
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
State of Wisconsin Investment Board
Madison, Wisconsin
$43.7B AUM
27.76%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
ETS
ESL Trust Services
Rochester, New York
$524M AUM
17.18%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens, Georgia
$589M AUM
19.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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