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

Heritage Wealth 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
Q4 		– Sell
-84
Closed -$3.19K – 618
2025
Q3 		$3.19K Buy
+84
New +$3.01K ﹤0.01% 500

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heritage Wealth Advisors's XSOE Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2025, closing a stake of 84 shares — an estimated $3.19K sold.

Heritage Wealth Advisors first reported a position in XSOE in Q3 2025 and held it in 1 quarter. The position peaked at $3.19K in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q4 2025.

  • Heritage Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 84 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2025, an estimated $3.19K.
  • Heritage Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.19K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.