Quest 10 Wealth Builders’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Quest 10 Wealth Builders’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 Q4	–	Sell	-222	Closed	-$8.42K	–	906
2025 Q3	$8.42K	Sell	222 -252	-53%	-$9.03K	0.01%	400
2025 Q2	$16.3K	Hold	474	–	–	0.02%	333
2025 Q1	$14.6K	Sell	474 -18	-4%	-$559	0.02%	316
2024 Q4	$15K	Buy	+492	New	+$15.8K	0.01%	345

Other funds holding XSOE

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Quest 10 Wealth Builders's XSOE Position: Q4 2025 in Review

Quest 10 Wealth Builders sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2025, closing a stake of 222 shares — an estimated $8.42K sold.

Quest 10 Wealth Builders first reported a position in XSOE in Q4 2024 and held it in 4 quarters. The position peaked at $16.3K in Q2 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q4 2025.

Quest 10 Wealth Builders reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2025 after selling out during the quarter.
Quest 10 Wealth Builders sold 222 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2025, an estimated $8.42K.
Quest 10 Wealth Builders first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and held it in 4 quarters.
Quest 10 Wealth Builders's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $16.3K in Q2 2025.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.