NewEdge Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

NewEdge Advisors’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	$984	Hold	20	–	–	﹤0.01%	3999
2026 Q1	$802	Hold	20	–	–	﹤0.01%	3929
2025 Q4	$780	Hold	20	–	–	﹤0.01%	4004
2025 Q3	$759	Hold	20	–	–	﹤0.01%	3906
2025 Q2	$690	Hold	20	–	–	﹤0.01%	3756
2025 Q1	$617	Hold	20	–	–	﹤0.01%	3693
2024 Q4	$610	Hold	20	–	–	﹤0.01%	3637
2024 Q3	$661	Hold	20	–	–	﹤0.01%	3577
2024 Q2	$613	Hold	20	–	–	﹤0.01%	3545
2024 Q1	$589	Hold	20	–	–	﹤0.01%	3571
2023 Q4	$578	Hold	20	–	–	﹤0.01%	3523
2023 Q3	$533	Hold	20	–	–	﹤0.01%	3249
2023 Q2	$559	Hold	20	–	–	﹤0.01%	3306
2023 Q1	$557	Hold	20	–	–	﹤0.01%	3229
2022 Q4	$1	Buy	+20	New	+$520	﹤0.01%	4050
2022 Q2	–	Sell	-14,387	Closed	-$470K	–	1630
2022 Q1	$470K	Buy	14,387 +8,757	+156%	+$304K	0.01%	864
2021 Q4	$208K	Buy	+5,630	New	+$212K	﹤0.01%	1508

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 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

NewEdge Advisors's XSOE Position: Q2 2026 in Review

NewEdge Advisors held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 20 shares worth $984. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

NewEdge Advisors first reported a position in XSOE in Q4 2021 and has held it in 17 quarters since. The position peaked at $470K in Q1 2022. 201 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

NewEdge Advisors held 20 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $984 as of Q2 2026.
NewEdge Advisors left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3999 holding.
NewEdge Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 17 quarters since.
NewEdge Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $470K in Q1 2022.
201 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.