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PFPT
Pinnacle Financial Partners (Tennessee)’s
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
Stock Holding History
Pinnacle Financial Partners (Tennessee)’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
$5.68M
Buy
149,781
+13,689
+10%
+$490K
0.14%
162
2025
Q2
$4.69M
Buy
136,092
+2,101
+2%
+$67.3K
0.1%
180
2025
Q1
$4.14M
Buy
133,991
+1,472
+1%
+$45.7K
0.08%
182
2024
Q4
$4.04M
Buy
132,519
+6,021
+5%
+$193K
0.08%
181
2024
Q3
$4.18M
Buy
126,498
+5,438
+4%
+$169K
0.08%
182
2024
Q2
$3.71M
Buy
121,060
+10,604
+10%
+$318K
0.08%
185
2024
Q1
$3.25M
Buy
110,456
+8,720
+9%
+$249K
0.07%
189
2023
Q4
$2.94M
Buy
101,736
+3,927
+4%
+$107K
0.07%
184
2023
Q3
$2.61M
Sell
97,809
-2,583
-3%
-$72.6K
0.07%
183
2023
Q2
$2.81M
Buy
100,392
+8,156
+9%
+$226K
0.07%
176
2023
Q1
$2.57M
Buy
92,236
+3,519
+4%
+$98.8K
0.07%
183
2022
Q4
$2.37M
Sell
88,717
-22,696
-20%
-$590K
0.07%
185
2022
Q3
$2.74M
Buy
111,413
+2,092
+2%
+$58.4K
0.1%
166
2022
Q2
$3.14M
Sell
109,321
-387
-0.4%
-$11.6K
0.11%
159
2022
Q1
$3.58M
Buy
109,708
+1,728
+2%
+$60K
0.11%
158
2021
Q4
$3.98M
Buy
107,980
+7,631
+8%
+$287K
0.12%
157
2021
Q3
$3.75M
Buy
100,349
+4,142
+4%
+$162K
0.13%
152
2021
Q2
$4.05M
Buy
96,207
+3,561
+4%
+$147K
0.16%
129
2021
Q1
$3.77M
Buy
92,646
+45,351
+96%
+$1.92M
0.17%
126
2020
Q4
$1.88M
Buy
+47,295
New
+$1.74M
0.09%
168
Other funds holding XSOE
OIA
OneDigital Investment Advisors
Overland Park, Kansas
$10.2B AUM
16.58%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
State of Wisconsin Investment Board
Madison, Wisconsin
$43.7B AUM
27.76%
1-Year Est. Return
CI
Clal Insurance
Tel-Aviv, Israel
$16.5B AUM
68.34%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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