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Keystone Financial Group (Kentucky)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Keystone Financial Group (Kentucky)’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 		$663K Buy
13,491
+2
+0% +$93 0.04% 284
2026
Q1 		$562K Sell
13,489
-256
-2% -$10.7K 0.04% 279
2025
Q4 		$536K Buy
13,745
+986
+8% +$38.1K 0.04% 248
2025
Q3 		$484K Buy
12,759
+2
+0% +$72 0.04% 241
2025
Q2 		$440K Sell
12,757
-2,007
-14% -$64.3K 0.04% 248
2025
Q1 		$458K Buy
14,764
+1,982
+16% +$61.5K 0.05% 221
2024
Q4 		$390K Sell
12,782
-1,216
-9% -$38.9K 0.04% 253
2024
Q3 		$462K Buy
+13,998
New +$435K 0.06% 206
2024
Q2 		– Sell
-17,497
Closed -$515K – 356
2024
Q1 		$515K Buy
17,497
+9,147
+110% +$261K 0.08% 174
2023
Q4 		$241K Sell
8,350
-1,099
-12% -$29.9K 0.04% 247
2023
Q3 		$252K Hold
9,449
– – 0.04% 235
2023
Q2 		$264K Buy
+9,449
New +$262K 0.04% 236
2022
Q4 		$252K Hold
9,449
– – 0.05% 236
2022
Q3 		$233K Hold
9,449
– – 0.05% 243
2022
Q2 		$271K Hold
9,449
– – 0.05% 224
2022
Q1 		$309K Hold
9,449
– – 0.05% 224
2021
Q4 		$348K Hold
9,449
– – 0.06% 218
2021
Q3 		$353K Hold
9,449
– – 0.06% 200
2021
Q2 		$398K Hold
9,449
– – 0.07% 179
2021
Q1 		$384K Hold
9,449
– – 0.07% 179
2020
Q4 		$375K Hold
9,449
– – 0.08% 168
2020
Q3 		$318K Hold
9,449
– – 0.08% 176
2020
Q2 		$283K Hold
9,449
– – 0.08% 177
2020
Q1 		$231K Hold
9,449
– – 0.08% 177
2019
Q4 		$295K Hold
9,449
– – 0.08% 182
2019
Q3 		$261K Hold
9,449
– – 0.08% 190
2019
Q2 		$273K Hold
9,449
– – 0.09% 175
2019
Q1 		$272K Hold
9,449
– – 0.1% 171
2018
Q4 		$242K Buy
+9,449
New +$246K 0.11% 155

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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

Keystone Financial Group (Kentucky)'s XSOE Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.01% in Q2 2026, buying an estimated $93 and bringing the position to 13,491 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #284.

Keystone Financial Group (Kentucky) first reported a position in XSOE in Q4 2018 and has held it in 29 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 13,491 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $663K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 2 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $93.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #284 holding.
  • Keystone Financial Group (Kentucky) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2018 and has held it in 29 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.