Creative Financial Designs’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Creative Financial Designs’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	$6.05K	Hold	151	–	–	﹤0.01%	1540
2025 Q4	$5.88K	Sell	151 -18	-11%	-$695	﹤0.01%	1477
2025 Q3	$6.4K	Hold	169	–	–	﹤0.01%	1473
2025 Q2	$5.82K	Hold	169	–	–	﹤0.01%	1491
2025 Q1	$5.21K	Sell	169 -64	-27%	-$1.99K	﹤0.01%	1478
2024 Q4	$7.09K	Sell	233 -638	-73%	-$20.4K	﹤0.01%	1344
2024 Q3	$28.8K	Sell	871 -1,321	-60%	-$41K	﹤0.01%	938
2024 Q2	$67.1K	Sell	2,192 -1,603	-42%	-$48.1K	0.01%	674
2024 Q1	$112K	Sell	3,795 -847	-18%	-$24.1K	0.01%	543
2023 Q4	$134K	Sell	4,642 -921	-17%	-$25.1K	0.01%	479
2023 Q3	$148K	Buy	5,563 +367	+7%	+$10.3K	0.02%	408
2023 Q2	$145K	Buy	5,196 +896	+21%	+$24.8K	0.02%	402
2023 Q1	$120K	Sell	4,300 -212	-5%	-$5.95K	0.02%	432
2022 Q4	$120K	Sell	4,512 -743	-14%	-$19.3K	0.02%	416
2022 Q3	$129K	Sell	5,255 -8,691	-62%	-$243K	0.02%	378
2022 Q2	$400K	Sell	13,946 -85,332	-86%	-$2.57M	0.07%	208
2022 Q1	$3.24M	Buy	99,278 +21,588	+28%	+$749K	0.49%	46
2021 Q4	$2.86M	Buy	77,690 +11,764	+18%	+$442K	0.43%	50
2021 Q3	$2.46M	Buy	65,926 +6,229	+10%	+$244K	0.41%	57
2021 Q2	$2.51M	Buy	59,697 +48,404	+429%	+$2M	0.44%	52
2021 Q1	$460K	Buy	11,293 +867	+8%	+$36.6K	0.09%	176
2020 Q4	$414K	Buy	10,426 +2,768	+36%	+$102K	0.09%	169
2020 Q3	$258K	Buy	7,658 +7,407	+2,951%	+$246K	0.06%	213
2020 Q2	$8K	Buy	+251	New	+$6.86K	﹤0.01%	808
2020 Q1	–	Sell	-75	Closed	-$2K	–	612
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	511
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	575
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	521
2019 Q1	$2K	Hold	75	–	–	﹤0.01%	518
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	536
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	664
2018 Q2	$2K	Buy	+75	New	+$2.34K	﹤0.01%	676

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

Creative Financial Designs's XSOE Position: Q1 2026 in Review

Creative Financial Designs held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q1 2026 at 151 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Creative Financial Designs first reported a position in XSOE in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.24M in Q1 2022. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Creative Financial Designs held 151 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $6.05K as of Q1 2026.
Creative Financial Designs left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1540 holding.
Creative Financial Designs first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2018 and has held it in 31 quarters since.
Creative Financial Designs's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.24M in Q1 2022.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.