FSA Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

FSA Advisors’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	-5,892	Closed	-$203K	–	199
2025 Q2	$203K	Sell	5,892 -8,640	-59%	-$277K	0.17%	169
2025 Q1	$449K	Sell	14,532 -9,178	-39%	-$285K	0.36%	89
2024 Q4	$723K	Buy	23,710 +1,527	+7%	+$48.9K	0.88%	36
2024 Q3	$679K	Sell	22,183 -2,821	-11%	-$87.6K	0.68%	44
2024 Q2	$737K	Hold	25,004	–	–	0.77%	40
2024 Q1	$737K	Buy	25,004 +8,456	+51%	+$241K	0.79%	37
2023 Q4	$478K	Buy	+16,548	New	+$450K	0.59%	50

Other funds holding XSOE

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FSA Advisors's XSOE Position: Q3 2025 in Review

FSA Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 5,892 shares — an estimated $203K sold.

FSA Advisors first reported a position in XSOE in Q4 2023 and held it in 7 quarters. The position peaked at $737K in Q2 2024. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

FSA Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
FSA Advisors sold 5,892 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $203K.
FSA Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 7 quarters.
FSA Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $737K in Q2 2024.
220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on FSA Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.