Legacy Financial Group (Iowa)
XSOE icon

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

Legacy Financial Group (Iowa)’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 		$694K Sell
17,296
-254
-1% -$10.6K 0.09% 70
2025
Q4 		$729K Sell
17,550
-405
-2% -$15.6K 0.09% 70
2025
Q3 		$681K Buy
17,955
+580
+3% +$20.8K 0.09% 69
2025
Q2 		$599K Sell
17,375
-1,370
-7% -$43.9K 0.08% 69
2025
Q1 		$579K Sell
18,745
-7,022
-27% -$218K 0.09% 64
2024
Q4 		$785K Sell
25,767
-14,251
-36% -$456K 0.13% 57
2024
Q3 		$1.32M Sell
40,018
-264,671
-87% -$8.22M 0.25% 39
2024
Q2 		$9.33M Sell
304,689
-336,615
-52% -$10.1M 1.84% 16
2024
Q1 		$18.9M Buy
641,304
+608,483
+1,854% +$17.3M 3.82% 6
2023
Q4 		$948K Sell
32,821
-555,297
-94% -$15.1M 4.3% 7
2023
Q3 		$15.7M Sell
588,118
-36,096
-6% -$1.01M 3.69% 6
2023
Q2 		$17.4M Buy
624,214
+44,060
+8% +$1.22M 4.5% 5
2023
Q1 		$16.2M Buy
580,154
+74,779
+15% +$2.1M 4.42% 6
2022
Q4 		$13.5M Buy
505,375
+68,905
+16% +$1.79M 4.04% 7
2022
Q3 		$10.7M Buy
436,470
+26,985
+7% +$753K 3.59% 12
2022
Q2 		$11.7M Buy
409,485
+66,180
+19% +$1.99M 3.71% 9
2022
Q1 		$11.2M Buy
343,305
+89,687
+35% +$3.11M 3.29% 9
2021
Q4 		$9.17M Sell
253,618
-47,094
-16% -$1.77M 3.94% 10
2021
Q3 		$11.2M Buy
300,712
+33,193
+12% +$1.3M 3.36% 9
2021
Q2 		$11.3M Buy
267,519
+51,665
+24% +$2.14M 3.4% 8
2021
Q1 		$8.78M Buy
215,854
+54,865
+34% +$2.32M 3.05% 11
2020
Q4 		$6.39M Buy
+160,989
New +$5.92M 2.46% 13

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

Legacy Financial Group (Iowa)'s XSOE Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.4% in Q1 2026, selling an estimated $10.6K and leaving 17,296 shares worth $694K. The position accounts for 0.09% of the portfolio, ranked #70.

Legacy Financial Group (Iowa) first reported a position in XSOE in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.9M in Q1 2024. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Legacy Financial Group (Iowa) held 17,296 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $694K as of Q1 2026.
  • Legacy Financial Group (Iowa) sold 254 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $10.6K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.09% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #70 holding.
  • Legacy Financial Group (Iowa) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $18.9M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.