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XSOE icon

HRT Financial’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

HRT Financial’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
Q1 		$230K Buy
+5,740
New +$239K ﹤0.01% 3099
2025
Q4 		– Sell
-7,415
Closed -$281K – 4182
2025
Q3 		$281K Buy
+7,415
New +$266K ﹤0.01% 2211
2025
Q2 		– Sell
-8,460
Closed -$261K – 3658
2025
Q1 		$261K Buy
+8,460
New +$263K ﹤0.01% 1852

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

HRT Financial's XSOE Position: Q1 2026 in Review

HRT Financial opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026: 5,740 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #3099 among its holdings. This is a return to the name: HRT Financial previously reported a position in XSOE as recently as Q3 2025.

HRT Financial first reported a position in XSOE in Q1 2025 and has held it in 3 quarters since. The position peaked at $281K in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • HRT Financial held 5,740 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $230K as of Q1 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new HRT Financial position in Q1 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #3099 holding.
  • HRT Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2025 and has held it in 3 quarters since.
  • HRT Financial's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $281K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.