Commonwealth Equity Services
XSOE icon

Commonwealth Equity Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-174,491
Closed -$6.62M – 4466
2025
Q3 		$6.62M Sell
174,491
-3,855
-2% -$138K 0.01% 1160
2025
Q2 		$6.15M Buy
178,346
+1,002
+0.6% +$32.1K 0.01% 1180
2025
Q1 		$5.47M Buy
177,344
+1,375
+0.8% +$42.7K 0.01% 1225
2024
Q4 		$5.36M Buy
175,969
+1,548
+0.9% +$49.6K 0.01% 1195
2024
Q3 		$5.76M Sell
174,421
-7,463
-4% -$232K 0.01% 1128
2024
Q2 		$5.57M Sell
181,884
-36,584
-17% -$1.1M 0.01% 1131
2024
Q1 		$6.44M Buy
218,468
+12,719
+6% +$362K 0.01% 1015
2023
Q4 		$5.94M Buy
205,749
+6,689
+3% +$182K 0.01% 1006
2023
Q3 		$5.31M Sell
199,060
-3,816
-2% -$107K 0.01% 1001
2023
Q2 		$5.67M Sell
202,876
-37,196
-15% -$1.03M 0.01% 963
2023
Q1 		$6.68K Sell
240,072
-64,622
-21% -$1.81M 0.01% 862
2022
Q4 		$8.13M Sell
304,694
-15,458
-5% -$402K 0.02% 723
2022
Q3 		$7.88M Sell
320,152
-69,911
-18% -$1.95M 0.02% 674
2022
Q2 		$11.2M Buy
390,063
+1,776
+0.5% +$53.5K 0.03% 536
2022
Q1 		$12.7M Sell
388,287
-2,350
-0.6% -$81.6K 0.03% 524
2021
Q4 		$14.4M Buy
390,637
+2,712
+0.7% +$102K 0.03% 471
2021
Q3 		$14.5M Buy
387,925
+426
+0.1% +$16.7K 0.04% 438
2021
Q2 		$16.3M Buy
387,499
+2,841
+0.7% +$117K 0.04% 405
2021
Q1 		$15.7M Buy
384,658
+128
+0% +$5.41K 0.04% 388
2020
Q4 		$15.3M Sell
384,530
-23,636
-6% -$869K 0.05% 364
2020
Q3 		$13.7M Sell
408,166
-26,022
-6% -$864K 0.05% 346
2020
Q2 		$13M Buy
434,188
+16,253
+4% +$444K 0.05% 340
2020
Q1 		$10.2M Buy
417,935
+52,708
+14% +$1.54M 0.05% 344
2019
Q4 		$11.4M Buy
365,227
+51,526
+16% +$1.51M 0.04% 374
2019
Q3 		$8.67M Buy
313,701
+25,601
+9% +$717K 0.04% 420
2019
Q2 		$8.32M Buy
288,100
+17,479
+6% +$499K 0.04% 416
2019
Q1 		$7.8M Buy
270,621
+6,235
+2% +$173K 0.04% 414
2018
Q4 		$6.76M Buy
264,386
+234,468
+784% +$6.11M 0.04% 417
2018
Q3 		$845K Buy
29,918
+16,421
+122% +$475K ﹤0.01% 1408
2018
Q2 		$397K Buy
13,497
+1,543
+13% +$48.2K ﹤0.01% 1916
2018
Q1 		$386K Buy
+11,954
New +$397K ﹤0.01% 1887

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services's XSOE Position: Q4 2025 in Review

Commonwealth Equity Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2025, closing a stake of 174,491 shares — an estimated $6.62M sold.

Commonwealth Equity Services first reported a position in XSOE in Q1 2018 and held it in 31 quarters. The position peaked at $16.3M in Q2 2021. 234 funds tracked by Wall St. Rank hold XSOE as of Q4 2025.

  • Commonwealth Equity Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 174,491 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2025, an estimated $6.62M.
  • Commonwealth Equity Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and held it in 31 quarters.
  • Commonwealth Equity Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $16.3M in Q2 2021.
  • 234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.