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Melone Private Wealth’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Melone Private Wealth’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
Q1 		– Sell
-20,730
Closed -$632K – 52
2024
Q4 		$632K Sell
20,730
-105
-0.5% -$3.36K 0.33% 37
2024
Q3 		$688K Sell
20,835
-770
-4% -$23.9K 0.37% 34
2024
Q2 		$662K Sell
21,605
-326
-1% -$9.78K 0.39% 33
2024
Q1 		$646K Sell
21,931
-2,775
-11% -$79.1K 0.39% 34
2023
Q4 		$713K Sell
24,706
-148,411
-86% -$4.04M 0.45% 32
2023
Q3 		$4.62M Buy
173,117
+9,433
+6% +$265K 3.3% 11
2023
Q2 		$4.57M Buy
163,684
+11,094
+7% +$307K 3.23% 12
2023
Q1 		$4.2M Sell
152,590
-56,298
-27% -$1.58M 3.21% 13
2022
Q4 		$5.57M Sell
208,888
-26,293
-11% -$683K 4.72% 6
2022
Q3 		$6.02M Buy
235,181
+7,418
+3% +$207K 5.26% 5
2022
Q2 		$6.54M Buy
227,763
+5,320
+2% +$160K 5.54% 4
2022
Q1 		$6.73M Buy
222,443
+17,149
+8% +$595K 5.49% 3
2021
Q4 		$7.57M Buy
+205,294
New +$7.72M 5.69% 3

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Melone Private Wealth's XSOE Position: Q1 2025 in Review

Melone Private Wealth sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 20,730 shares — an estimated $632K sold.

Melone Private Wealth first reported a position in XSOE in Q4 2021 and held it in 13 quarters. The position peaked at $7.57M in Q4 2021. 220 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

  • Melone Private Wealth reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • Melone Private Wealth sold 20,730 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $632K.
  • Melone Private Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 13 quarters.
  • Melone Private Wealth's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $7.57M in Q4 2021.
  • 220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Melone Private Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.