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N.E.W. Advisory Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

N.E.W. Advisory Services’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 		$1.06M Sell
21,578
-385
-2% -$17.9K 0.07% 98
2026
Q1 		$881K Buy
21,963
+188
+0.9% +$7.83K 0.07% 102
2025
Q4 		$850K Sell
21,775
-3,164
-13% -$122K 0.06% 104
2025
Q3 		$946K Buy
24,939
+1,604
+7% +$57.4K 0.08% 81
2025
Q2 		$805K Sell
23,335
-154
-0.7% -$4.93K 0.08% 86
2025
Q1 		$725K Buy
23,489
+328
+1% +$10.2K 0.06% 106
2024
Q4 		$706K Buy
23,161
+3,041
+15% +$97.4K 0.07% 93
2024
Q3 		$665K Buy
20,120
+6,843
+52% +$213K 0.07% 94
2024
Q2 		$407K Sell
13,277
-595
-4% -$17.9K 0.04% 121
2024
Q1 		$409K Buy
13,872
+3,271
+31% +$93.2K 0.05% 117
2023
Q4 		$306K Buy
10,601
+1,852
+21% +$50.4K 0.04% 129
2023
Q3 		$233K Buy
8,749
+1,045
+14% +$29.4K 0.03% 138
2023
Q2 		$215K Buy
+7,704
New +$213K 0.03% 127

Other funds holding XSOE

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
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

N.E.W. Advisory Services's XSOE Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.8% in Q2 2026, selling an estimated $17.9K and leaving 21,578 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #98.

N.E.W. Advisory Services first reported a position in XSOE in Q2 2023 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • N.E.W. Advisory Services held 21,578 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.06M as of Q2 2026.
  • N.E.W. Advisory Services sold 385 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $17.9K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.07% of N.E.W. Advisory Services's portfolio in Q2 2026, its #98 holding.
  • N.E.W. Advisory Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2023 and has held it in 13 quarters since.
  • 159 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.