IRC
XSOE icon

Investors Research Corp’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Investors Research Corp’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
-260
Closed -$8.96K – 952
2025
Q2 		$8.96K Hold
260
– – ﹤0.01% 679
2025
Q1 		$8.03K Hold
260
– – ﹤0.01% 703
2024
Q4 		$7.92K Hold
260
– – ﹤0.01% 699
2024
Q3 		$8.59K Hold
260
– – ﹤0.01% 701
2024
Q2 		$7.96K Hold
260
– – ﹤0.01% 741
2024
Q1 		$7.66K Hold
260
– – ﹤0.01% 747
2023
Q4 		$7.51K Hold
260
– – ﹤0.01% 777
2023
Q3 		$6.93K Hold
260
– – ﹤0.01% 793
2023
Q2 		$7.27K Hold
260
– – ﹤0.01% 808
2023
Q1 		$7.24K Hold
260
– – ﹤0.01% 821
2022
Q4 		$6.94K Hold
260
– – ﹤0.01% 828
2022
Q3 		$6K Buy
+260
New +$7.26K ﹤0.01% 846

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return