NorthRock Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

NorthRock Partners’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	-58	Closed	-$1.79K	–	961
2025 Q1	$1.79K	Buy	+58	New	+$1.8K	﹤0.01%	829
2022 Q2	–	Sell	-6,205	Closed	-$203K	–	353
2022 Q1	$203K	Buy	6,205 +13	+0.2%	+$451	0.02%	324
2021 Q4	$228K	Buy	+6,192	New	+$233K	0.02%	297
2020 Q4	–	Sell	-6,062	Closed	-$204K	–	257
2020 Q3	$204K	Buy	+6,062	New	+$201K	0.02%	213

Other funds holding XSOE

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

NorthRock Partners's XSOE Position: Q2 2025 in Review

NorthRock Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 58 shares — an estimated $1.79K sold.

NorthRock Partners first reported a position in XSOE in Q3 2020 and held it in 4 quarters. The position peaked at $228K in Q4 2021. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

NorthRock Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 58 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $1.79K.
NorthRock Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and held it in 4 quarters.
NorthRock Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $228K in Q4 2021.
217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.