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Patriot Financial Group Insurance Agency’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-14,632
Closed -$505K – 585
2025
Q2 		$505K Sell
14,632
-1,339
-8% -$42.9K 0.06% 310
2025
Q1 		$493K Sell
15,971
-12,032
-43% -$373K 0.07% 297
2024
Q4 		$854K Buy
28,003
+1,187
+4% +$38K 0.11% 205
2024
Q3 		$886K Buy
26,816
+526
+2% +$16.3K 0.12% 202
2024
Q2 		$805K Buy
26,290
+277
+1% +$8.31K 0.12% 191
2024
Q1 		$766K Buy
26,013
+1,037
+4% +$29.6K 0.12% 186
2023
Q4 		$721K Sell
24,976
-1,271
-5% -$34.6K 0.14% 180
2023
Q3 		$700K Buy
26,247
+487
+2% +$13.7K 0.14% 176
2023
Q2 		$720K Sell
25,760
-2,235
-8% -$61.9K 0.14% 177
2023
Q1 		$779K Buy
27,995
+1,179
+4% +$33.1K 0.16% 153
2022
Q4 		$715K Buy
26,816
+539
+2% +$14K 0.1% 150
2022
Q3 		$647K Sell
26,277
-8,496
-24% -$237K 0.16% 158
2022
Q2 		$997K Sell
34,773
-10,940
-24% -$329K 0.2% 105
2022
Q1 		$1.49M Buy
45,713
+5,488
+14% +$190K 0.27% 83
2021
Q4 		$1.48M Sell
40,225
-694
-2% -$26.1K 0.25% 91
2021
Q3 		$1.53M Sell
40,919
-8,861
-18% -$347K 0.27% 81
2021
Q2 		$2.09M Buy
49,780
+3,306
+7% +$137K 0.38% 52
2021
Q1 		$1.89M Sell
46,474
-11,658
-20% -$492K 0.43% 34
2020
Q4 		$2.31M Buy
58,132
+5,114
+10% +$188K 0.58% 24
2020
Q3 		$1.78M Sell
53,018
-325
-0.6% -$10.8K 0.58% 28
2020
Q2 		$1.59M Buy
53,343
+33,006
+162% +$902K 0.61% 27
2020
Q1 		$497K Sell
20,337
-3,493
-15% -$102K 0.23% 93
2019
Q4 		$744K Buy
23,830
+3,552
+18% +$104K 0.28% 71
2019
Q3 		$561K Buy
20,278
+484
+2% +$13.6K 0.25% 74
2019
Q2 		$577K Buy
19,794
+6,365
+47% +$182K 0.25% 67
2019
Q1 		$387K Buy
13,429
+6,532
+95% +$182K 0.2% 85
2018
Q4 		$176K Buy
6,897
+6,533
+1,795% +$170K 0.12% 139
2018
Q3 		$10K Buy
+364
New +$10.5K 0.01% 640

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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $43.7B AUM 27.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XSOE Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 14,632 shares — an estimated $505K sold.

Patriot Financial Group Insurance Agency first reported a position in XSOE in Q3 2018 and held it in 28 quarters. The position peaked at $2.31M in Q4 2020. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 14,632 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $505K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2018 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.31M in Q4 2020.
  • 220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.