Guardian Wealth Advisors (North Carolina)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q4	–	Sell	-123	Closed	-$4.06K	–	539
2024 Q3	$4.06K	Buy	+123	New	+$3.82K	﹤0.01%	413
2023 Q4	–	Sell	-852	Closed	-$22.7K	–	464
2023 Q3	$22.7K	Hold	852	–	–	﹤0.01%	330
2023 Q2	$23.8K	Hold	852	–	–	﹤0.01%	315
2023 Q1	$23.7K	Hold	852	–	–	﹤0.01%	306
2022 Q4	$22.7K	Hold	852	–	–	﹤0.01%	288
2022 Q3	$21K	Hold	852	–	–	﹤0.01%	269
2022 Q2	$24K	Buy	+852	New	+$25.6K	﹤0.01%	265

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

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

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

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

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

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

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

Guardian Wealth Advisors (North Carolina)'s XSOE Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2024, closing a stake of 123 shares — an estimated $4.06K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XSOE in Q2 2022 and held it in 7 quarters. The position peaked at $24K in Q2 2022. 230 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 123 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $4.06K.
Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $24K in Q2 2022.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.