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

Golden State 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
2025 Q3	–	Sell	-142	Closed	-$4.9K	–	1699
2025 Q2	$4.9K	Buy	+142	New	+$4.55K	﹤0.01%	1233
2022 Q1	$633K	Sell	19,378 -20,990	-52%	-$729K	0.12%	151
2021 Q4	$1.49M	Buy	40,368 +19,837	+97%	+$746K	0.26%	74
2021 Q3	$766K	Sell	20,531 -1,011	-5%	-$39.6K	0.17%	121
2021 Q2	$906K	Buy	+21,542	New	+$890K	0.2%	104
2020 Q4	–	Sell	-2,091	Closed	-$70K	–	430
2020 Q3	$70K	Buy	+2,091	New	+$69.5K	0.02%	302
2020 Q2	–	Sell	-1,074	Closed	-$26K	–	971
2020 Q1	$26K	Buy	+1,074	New	+$31.3K	0.01%	465
2019 Q4	–	Sell	-914	Closed	-$25K	–	997
2019 Q3	$25K	Buy	914 +12	+1%	+$336	0.01%	580
2019 Q2	$26K	Buy	+902	New	+$25.8K	0.01%	573

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

Golden State Wealth Management's XSOE Position: Q3 2025 in Review

Golden State Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 142 shares — an estimated $4.9K sold.

Golden State Wealth Management first reported a position in XSOE in Q2 2019 and held it in 9 quarters. The position peaked at $1.49M in Q4 2021. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

Golden State Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
Golden State Wealth Management sold 142 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $4.9K.
Golden State Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2019 and held it in 9 quarters.
Golden State Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.49M in Q4 2021.
220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.