Coppell Advisory Solutions’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Coppell Advisory Solutions’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	-465	Closed	-$14.2K	–	1919
2024 Q4	$14.2K	Sell	465 -42	-8%	-$1.34K	﹤0.01%	992
2024 Q3	$17K	Hold	507	–	–	﹤0.01%	924
2024 Q2	$15.5K	Buy	+507	New	+$15.2K	﹤0.01%	876
2023 Q4	$16.9K	Buy	+584	New	+$15.9K	﹤0.01%	793
2023 Q3	–	Sell	-447	Closed	-$12.4K	–	1582
2023 Q2	$12.4K	Buy	+447	New	+$12.4K	﹤0.01%	643

Other funds holding XSOE

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

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

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

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

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

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

Coppell Advisory Solutions's XSOE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 465 shares — an estimated $14.2K sold.

Coppell Advisory Solutions first reported a position in XSOE in Q2 2023 and held it in 5 quarters. The position peaked at $17K in Q3 2024. 221 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

Coppell Advisory Solutions reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 465 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $14.2K.
Coppell Advisory Solutions first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $17K in Q3 2024.
221 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.