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Newbridge Financial Services Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Newbridge Financial Services Group’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
-12
Closed -$370 – 1370
2025
Q1 		$370 Sell
12
-112
-90% -$3.48K ﹤0.01% 981
2024
Q4 		$3.78K Hold
124
– – ﹤0.01% 895
2024
Q3 		$4.09K Buy
124
+1
+0.8% +$31 ﹤0.01% 520
2024
Q2 		$3.78K Sell
123
-116
-49% -$3.48K ﹤0.01% 887
2024
Q1 		$7.04K Hold
239
– – ﹤0.01% 839
2023
Q4 		$6.9K Buy
239
+1
+0.4% +$27 ﹤0.01% 806
2023
Q3 		$6.35K Hold
238
– – ﹤0.01% 906
2023
Q2 		$6.64K Sell
238
-192
-45% -$5.32K ﹤0.01% 962
2023
Q1 		$12K Sell
430
-165
-28% -$4.63K 0.01% 876
2022
Q4 		$15.9K Buy
595
+4
+0.7% +$104 0.01% 798
2022
Q3 		$15K Buy
591
+2
+0.3% +$56 0.01% 787
2022
Q2 		$17K Buy
589
+1
+0.2% +$30 0.01% 711
2022
Q1 		$19K Buy
588
+236
+67% +$8.19K 0.01% 752
2021
Q4 		$13K Hold
352
– – 0.01% 859
2021
Q3 		$13K Buy
352
+260
+283% +$10.2K 0.01% 813
2021
Q2 		$4K Buy
+92
New +$3.8K ﹤0.01% 1186

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Newbridge Financial Services Group's XSOE Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 12 shares — an estimated $370 sold.

Newbridge Financial Services Group first reported a position in XSOE in Q2 2021 and held it in 16 quarters. The position peaked at $19K in Q1 2022. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 12 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $370.
  • Newbridge Financial Services Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 16 quarters.
  • Newbridge Financial Services Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $19K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.