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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 $11.8B AUM 21.23% 1-Year Est. Return
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
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 $49.6B AUM 39.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s XSOE Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 10% in Q3 2025, buying an estimated $490K and bringing the position to 149,781 shares worth $5.68M. The position accounts for 0.14% of the portfolio, ranked #162.

Pinnacle Financial Partners (Tennessee) first reported a position in XSOE in Q4 2020 and has held it in 20 quarters since. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 149,781 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.68M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 13,689 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $490K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.14% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #162 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 20 quarters since.
  • 220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.