CX Institutional’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

CX Institutional’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 Q2	$1K	Sell	29 -121	-81%	-$5.62K	﹤0.01%	1565
2026 Q1	$6K	Sell	150 -176	-54%	-$7.33K	﹤0.01%	1357
2025 Q4	$13K	Sell	326 -169	-34%	-$6.53K	﹤0.01%	1165
2025 Q3	$19K	Buy	+495	New	+$17.7K	﹤0.01%	1113

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

CX Institutional's XSOE Position: Q2 2026 in Review

CX Institutional reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 81% in Q2 2026, selling an estimated $5.62K and leaving 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

CX Institutional first reported a position in XSOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $19K in Q3 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

CX Institutional held 29 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1K as of Q2 2026.
CX Institutional sold 121 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $5.62K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1565 holding.
CX Institutional first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2025 and has held it in 4 quarters since.
CX Institutional's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $19K in Q3 2025.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.