Plante Moran Financial Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Plante Moran Financial 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
2025 Q2	–	Sell	-88	Closed	-$2.72K	–	870
2025 Q1	$2.72K	Buy	+88	New	+$2.73K	﹤0.01%	684
2021 Q1	–	Sell	-7	Closed	–	–	1146
2020 Q4	$0	Buy	+7	New	+$257	﹤0.01%	1010

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

Plante Moran Financial Advisors's XSOE Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 88 shares — an estimated $2.72K sold.

Plante Moran Financial Advisors first reported a position in XSOE in Q4 2020 and held it in 2 quarters. The position peaked at $2.72K in Q1 2025. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

Plante Moran Financial Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 88 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $2.72K.
Plante Moran Financial Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 2 quarters.
Plante Moran Financial Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.72K in Q1 2025.
217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.