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

Prudential Financial’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 Q1	–	Sell	-51,000	Closed	-$1.55M	–	2393
2024 Q4	$1.55M	Sell	51,000 -3,314	-6%	-$106K	﹤0.01%	1405
2024 Q3	$1.79M	Sell	54,314 -18,123	-25%	-$563K	﹤0.01%	1556
2024 Q2	$2.22M	Sell	72,437 -3,628	-5%	-$109K	﹤0.01%	1369
2024 Q1	$2.24M	Sell	76,065 -963	-1%	-$27.4K	﹤0.01%	1384
2023 Q4	$2.22M	Buy	77,028 +9,522	+14%	+$259K	﹤0.01%	1370
2023 Q3	$1.8M	Sell	67,506 -26,284	-28%	-$739K	﹤0.01%	1443
2023 Q2	$2.62M	Buy	+93,790	New	+$2.6M	﹤0.01%	1243
2022 Q2	–	Sell	-7,107	Closed	-$232K	–	2761
2022 Q1	$232K	Sell	7,107 -1,744	-20%	-$60.5K	﹤0.01%	2479
2021 Q4	$337K	Sell	8,851 -1,225	-12%	-$46K	﹤0.01%	2358
2021 Q3	$387K	Sell	10,076 -36,300	-78%	-$1.42M	﹤0.01%	2230
2021 Q2	$1.95M	Sell	46,376 -3,098	-6%	-$128K	﹤0.01%	1498
2021 Q1	$2.01M	Buy	+49,474	New	+$2.09M	﹤0.01%	1460
2020 Q4	–	Sell	-19,000	Closed	-$640K	–	2509
2020 Q3	$640K	Hold	19,000	–	–	﹤0.01%	1859
2020 Q2	$568K	Hold	19,000	–	–	﹤0.01%	1870
2020 Q1	$464K	Buy	+19,000	New	+$553K	﹤0.01%	1931

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Prudential Financial's XSOE Position: Q1 2025 in Review

Prudential Financial sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 51,000 shares — an estimated $1.55M sold.

Prudential Financial first reported a position in XSOE in Q1 2020 and held it in 15 quarters. The position peaked at $2.62M in Q2 2023. 221 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

Prudential Financial reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
Prudential Financial sold 51,000 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $1.55M.
Prudential Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and held it in 15 quarters.
Prudential Financial's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.62M in Q2 2023.
221 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Prudential Financial's 13F filing for Q1 2025, filed 13 May 2025.