Jones Financial Companies
XSOE icon

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

Jones Financial Companies’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
Q2 		– Sell
-74
Closed -$2.29K – 4176
2025
Q1 		$2.29K Buy
74
+22
+42% +$683 ﹤0.01% 3214
2024
Q4 		$1.58K Buy
+52
New +$1.67K ﹤0.01% 3051

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 $377B 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 $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's XSOE Position: Q2 2025 in Review

Jones Financial Companies sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 74 shares — an estimated $2.29K sold.

Jones Financial Companies first reported a position in XSOE in Q4 2024 and held it in 2 quarters. The position peaked at $2.29K in Q1 2025. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Jones Financial Companies reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 74 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $2.29K.
  • Jones Financial Companies first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.29K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.