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Creekmur Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Creekmur Asset Management’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
Q3 		– Sell
-428
Closed -$14.8K – 891
2025
Q2 		$14.8K Buy
+428
New +$13.7K ﹤0.01% 475

Other funds holding XSOE

OIA
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Creekmur Asset Management's XSOE Position: Q3 2025 in Review

Creekmur Asset Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 428 shares — an estimated $14.8K sold.

Creekmur Asset Management first reported a position in XSOE in Q2 2025 and held it in 1 quarter. The position peaked at $14.8K in Q2 2025. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

  • Creekmur Asset Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 428 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $14.8K.
  • Creekmur Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2025 and held it in 1 quarter.
  • Creekmur Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $14.8K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.