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Financial Advocates Investment Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-10,535
Closed -$325K – 791
2025
Q1 		$325K Sell
10,535
-2,032
-16% -$63.1K 0.02% 540
2024
Q4 		$383K Sell
12,567
-1,797
-13% -$57.6K 0.02% 536
2024
Q3 		$474K Sell
14,364
-11,118
-44% -$345K 0.03% 470
2024
Q2 		$781K Sell
25,482
-8,718
-25% -$262K 0.05% 344
2024
Q1 		$1.01M Buy
34,200
+3,134
+10% +$89.3K 0.06% 309
2023
Q4 		$897K Sell
31,066
-4,304
-12% -$117K 0.06% 309
2023
Q3 		$943K Sell
35,370
-6,248
-15% -$176K 0.07% 280
2023
Q2 		$1.16M Sell
41,618
-79,932
-66% -$2.21M 0.08% 244
2023
Q1 		$3.38M Sell
121,550
-448
-0.4% -$12.6K 0.24% 100
2022
Q4 		$3.25M Sell
121,998
-4,362
-3% -$113K 0.24% 102
2022
Q3 		$3.11M Sell
126,360
-3,094
-2% -$86.4K 0.26% 104
2022
Q2 		$3.71M Buy
129,454
+1,996
+2% +$60.1K 0.3% 86
2022
Q1 		$4.16M Buy
127,458
+3,949
+3% +$137K 0.27% 90
2021
Q4 		$4.55M Buy
123,509
+22,474
+22% +$845K 0.29% 87
2021
Q3 		$3.77M Buy
101,035
+6,164
+6% +$242K 0.25% 102
2021
Q2 		$3.99M Buy
94,871
+8,880
+10% +$367K 0.27% 85
2021
Q1 		$3.5M Buy
85,991
+11,543
+16% +$488K 0.25% 86
2020
Q4 		$2.95M Buy
74,448
+16,747
+29% +$616K 0.2% 110
2020
Q3 		$1.94M Sell
57,701
-897
-2% -$29.8K 0.17% 132
2020
Q2 		$1.75M Buy
58,598
+1,702
+3% +$46.5K 0.17% 151
2020
Q1 		$1.39M Buy
56,896
+6,201
+12% +$181K 0.2% 140
2019
Q4 		$1.58M Sell
50,695
-2,447
-5% -$71.7K 0.17% 145
2019
Q3 		$1.47M Buy
53,142
+1,591
+3% +$44.6K 0.17% 137
2019
Q2 		$1.49M Buy
51,551
+1,801
+4% +$51.4K 0.17% 140
2019
Q1 		$1.43M Sell
49,750
-300
-0.6% -$8.34K 0.18% 136
2018
Q4 		$1.28M Sell
50,050
-190
-0.4% -$4.95K 0.17% 140
2018
Q3 		$1.42M Buy
50,240
+4,375
+10% +$127K 0.16% 143
2018
Q2 		$1.33M Buy
45,865
+4,135
+10% +$129K 0.16% 139
2018
Q1 		$1.35M Buy
+41,730
New +$1.39M 0.18% 127

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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 $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's XSOE Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 10,535 shares — an estimated $325K sold.

Financial Advocates Investment Management first reported a position in XSOE in Q1 2018 and held it in 29 quarters. The position peaked at $4.55M in Q4 2021. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,535 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $325K.
  • Financial Advocates Investment Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and held it in 29 quarters.
  • Financial Advocates Investment Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4.55M in Q4 2021.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.