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

OneDigital Investment 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 		$28.9M Sell
586,910
-12,530
-2% -$582K 0.24% 81
2026
Q1 		$24M Sell
599,440
-163,247
-21% -$6.8M 0.24% 81
2025
Q4 		$29.8M Sell
762,687
-2,965,638
-80% -$115M 0.29% 72
2025
Q3 		$141M Buy
3,728,325
+373,333
+11% +$13.4M 1.45% 15
2025
Q2 		$116M Buy
3,354,992
+950,549
+40% +$30.4M 1.28% 17
2025
Q1 		$74.2M Buy
2,404,443
+1,045,679
+77% +$32.5M 0.88% 24
2024
Q4 		$41.4M Buy
1,358,764
+30,709
+2% +$984K 0.48% 42
2024
Q3 		$43.9M Sell
1,328,055
-297,021
-18% -$9.23M 0.5% 41
2024
Q2 		$49.8M Buy
1,625,076
+832,551
+105% +$25M 0.62% 36
2024
Q1 		$23.3M Sell
792,525
-730,639
-48% -$20.8M 0.37% 56
2023
Q4 		$44M Buy
1,523,164
+73,045
+5% +$1.99M 0.77% 31
2023
Q3 		$38.7M Sell
1,450,119
-48,111
-3% -$1.35M 0.84% 27
2023
Q2 		$41.9M Buy
1,498,230
+185,894
+14% +$5.15M 0.93% 28
2023
Q1 		$36.5M Buy
1,312,336
+1,011,761
+337% +$28.4M 0.86% 26
2022
Q4 		$8.02M Buy
300,575
+190,400
+173% +$4.95M 0.23% 87
2022
Q3 		$2.71M Buy
+110,175
New +$3.08M 0.1% 151
2020
Q1 		– Sell
-13,798
Closed -$431K – 644
2019
Q4 		$431K Buy
13,798
+631
+5% +$18.5K 0.03% 338
2019
Q3 		$364K Buy
13,167
+469
+4% +$13.1K 0.03% 338
2019
Q2 		$367K Buy
12,698
+2,081
+20% +$59.4K 0.03% 301
2019
Q1 		$306K Sell
10,617
-6,010
-36% -$167K 0.04% 224
2018
Q4 		$425K Buy
+16,627
New +$433K 0.07% 179

Other funds holding XSOE

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
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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

OneDigital Investment Advisors's XSOE Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.1% in Q2 2026, selling an estimated $582K and leaving 586,910 shares worth $28.9M. The position accounts for 0.24% of the portfolio, ranked #81.

OneDigital Investment Advisors first reported a position in XSOE in Q4 2018 and has held it in 21 quarters since. The position peaked at $141M in Q3 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • OneDigital Investment Advisors held 586,910 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $28.9M as of Q2 2026.
  • OneDigital Investment Advisors sold 12,530 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $582K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.24% of OneDigital Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2018 and has held it in 21 quarters since.
  • OneDigital Investment Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $141M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.