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

HighTower 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
2026 Q2	$3.99M	Buy	81,166 +8,556	+12%	+$398K	﹤0.01%	1378
2026 Q1	$2.91M	Buy	72,610 +51,524	+244%	+$2.14M	﹤0.01%	1502
2025 Q4	$823K	Buy	21,086 +253	+1%	+$9.77K	﹤0.01%	2268
2025 Q3	$790K	Sell	20,833 -308	-1%	-$11K	﹤0.01%	2273
2025 Q2	$729K	Sell	21,141 -2,097	-9%	-$67.1K	﹤0.01%	2232
2025 Q1	$717K	Sell	23,238 -925	-4%	-$28.7K	﹤0.01%	2194
2024 Q4	$736K	Sell	24,163 -1,811	-7%	-$58K	﹤0.01%	2189
2024 Q3	$861K	Sell	25,974 -1,964	-7%	-$61K	﹤0.01%	2018
2024 Q2	$856K	Sell	27,938 -2,055	-7%	-$61.6K	﹤0.01%	1939
2024 Q1	$885K	Sell	29,993 -131,850	-81%	-$3.76M	﹤0.01%	1878
2023 Q4	$4.67M	Sell	161,843 -8,880	-5%	-$242K	0.01%	1003
2023 Q3	$4.56M	Sell	170,723 -23,770	-12%	-$668K	0.01%	972
2023 Q2	$5.43M	Buy	194,493 +1,124	+0.6%	+$31.1K	0.01%	868
2023 Q1	$5.38M	Sell	193,369 -5,227	-3%	-$147K	0.01%	823
2022 Q4	$5.3M	Buy	198,596 +42,772	+27%	+$1.11M	0.01%	825
2022 Q3	$3.83M	Sell	155,824 -6,686	-4%	-$187K	0.01%	913
2022 Q2	$4.67M	Buy	162,510 +115,085	+243%	+$3.46M	0.01%	859
2022 Q1	$1.55M	Sell	47,425 -178,699	-79%	-$6.2M	﹤0.01%	1518
2021 Q4	$8.33M	Sell	226,124 -22,445	-9%	-$844K	0.02%	676
2021 Q3	$9.28M	Sell	248,569 -10,228	-4%	-$401K	0.02%	566
2021 Q2	$10.9M	Buy	258,797 +36,167	+16%	+$1.49M	0.03%	486
2021 Q1	$9.06M	Buy	+222,630	New	+$9.4M	0.03%	523
2020 Q4	–	Sell	-79,841	Closed	-$2.69M	–	2961
2020 Q3	$2.69M	Buy	+79,841	New	+$2.65M	0.01%	762

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

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

HighTower Advisors's XSOE Position: Q2 2026 in Review

HighTower Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 12% in Q2 2026, buying an estimated $398K and bringing the position to 81,166 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

HighTower Advisors first reported a position in XSOE in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q2 2021. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

HighTower Advisors held 81,166 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.99M as of Q2 2026.
HighTower Advisors bought 8,556 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $398K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1378 holding.
HighTower Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and has held it in 23 quarters since.
HighTower Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.9M in Q2 2021.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.