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 $11.8B AUM 21.23% 1-Year Est. Return

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Investors Research Corp's XSOE Position: Q3 2025 in Review

Investors Research Corp sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 260 shares — an estimated $8.96K sold.

Investors Research Corp first reported a position in XSOE in Q3 2022 and held it in 12 quarters. The position peaked at $8.96K in Q2 2025. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

Investors Research Corp reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 260 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $8.96K.
Investors Research Corp first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2022 and held it in 12 quarters.
Investors Research Corp's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $8.96K in Q2 2025.
220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.