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Private Advisor Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Private Advisor Group’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
Q1 		$4.23M Buy
105,587
+3,671
+4% +$153K 0.02% 717
2025
Q4 		$3.98M Buy
101,916
+1,460
+1% +$56.4K 0.02% 718
2025
Q3 		$3.81M Sell
100,456
-1,724
-2% -$61.7K 0.02% 732
2025
Q2 		$3.52M Sell
102,180
-3,051
-3% -$97.7K 0.02% 714
2025
Q1 		$3.25M Sell
105,231
-23,815
-18% -$739K 0.02% 688
2024
Q4 		$3.93M Buy
129,046
+142
+0.1% +$4.55K 0.02% 606
2024
Q3 		$4.26M Buy
128,904
+12,972
+11% +$403K 0.03% 591
2024
Q2 		$3.55M Sell
115,932
-1,673
-1% -$50.2K 0.02% 608
2024
Q1 		$3.46M Sell
117,605
-41,668
-26% -$1.19M 0.02% 587
2023
Q4 		$4.6M Sell
159,273
-2,673
-2% -$72.7K 0.04% 461
2023
Q3 		$4.32M Buy
161,946
+10,604
+7% +$298K 0.04% 437
2023
Q2 		$4.39M Buy
151,342
+4,248
+3% +$118K 0.04% 442
2023
Q1 		$4.1M Buy
147,094
+29,726
+25% +$835K 0.04% 447
2022
Q4 		$1.51M Sell
117,368
-37,793
-24% -$982K 0.08% 264
2022
Q3 		$3.82M Sell
155,161
-9,549
-6% -$267K 0.04% 419
2022
Q2 		$4.72M Buy
164,710
+23,871
+17% +$719K 0.04% 432
2022
Q1 		$4.6M Sell
140,839
-5,436
-4% -$189K 0.04% 480
2021
Q4 		$5.39M Sell
146,275
-56,808
-28% -$2.13M 0.04% 427
2021
Q3 		$7.58M Buy
203,083
+44,966
+28% +$1.76M 0.05% 383
2021
Q2 		$6.65M Buy
158,117
+18,781
+13% +$776K 0.06% 319
2021
Q1 		$5.67M Buy
139,336
+21,601
+18% +$912K 0.05% 342
2020
Q4 		$4.67M Buy
117,735
+78,307
+199% +$2.88M 0.05% 344
2020
Q3 		$1.33M Buy
39,428
+31,715
+411% +$1.05M 0.02% 686
2020
Q2 		$231K Buy
+7,713
New +$211K ﹤0.01% 1313

Other funds holding XSOE

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 $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Private Advisor Group's XSOE Position: Q1 2026 in Review

Private Advisor Group increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.6% in Q1 2026, buying an estimated $153K and bringing the position to 105,587 shares worth $4.23M. The position accounts for 0.02% of the portfolio, ranked #717.

Private Advisor Group first reported a position in XSOE in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.58M in Q3 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Private Advisor Group held 105,587 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $4.23M as of Q1 2026.
  • Private Advisor Group bought 3,671 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $153K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #717 holding.
  • Private Advisor Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 24 quarters since.
  • Private Advisor Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $7.58M in Q3 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.