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

Drive Wealth 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
2026
Q2 		$2.61M Sell
53,032
-2,086
-4% -$96.9K 0.46% 40
2026
Q1 		$2.21M Buy
55,118
+5,530
+11% +$230K 0.47% 46
2025
Q4 		$1.93M Buy
49,588
+3,896
+9% +$150K 0.38% 51
2025
Q3 		$1.73M Sell
45,692
-2,209
-5% -$79.1K 0.37% 60
2025
Q2 		$1.65M Buy
47,901
+1,157
+2% +$37K 0.36% 64
2025
Q1 		$1.44M Sell
46,744
-3,535
-7% -$110K 0.34% 65
2024
Q4 		$1.53M Buy
50,279
+1,096
+2% +$35.1K 0.38% 48
2024
Q3 		$1.62M Buy
49,183
+4,227
+9% +$131K 0.42% 45
2024
Q2 		$1.38M Buy
44,956
+3,373
+8% +$101K 0.37% 50
2024
Q1 		$1.23M Buy
41,583
+6,992
+20% +$199K 0.34% 59
2023
Q4 		$999K Buy
34,591
+3,262
+10% +$88.8K 0.32% 66
2023
Q3 		$836K Sell
31,329
-2,754
-8% -$77.4K 0.31% 70
2023
Q2 		$953K Buy
34,083
+4,274
+14% +$118K 0.35% 67
2023
Q1 		$830K Buy
29,809
+12,705
+74% +$357K 0.35% 67
2022
Q4 		$456K Buy
+17,104
New +$444K 0.23% 108

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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

Drive Wealth Management's XSOE Position: Q2 2026 in Review

Drive Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.8% in Q2 2026, selling an estimated $96.9K and leaving 53,032 shares worth $2.61M. The position accounts for 0.46% of the portfolio, ranked #40.

Drive Wealth Management first reported a position in XSOE in Q4 2022 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Drive Wealth Management held 53,032 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.61M as of Q2 2026.
  • Drive Wealth Management sold 2,086 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $96.9K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.46% of Drive Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Drive Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and has held it in 15 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.