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

Rise 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
Q1 		– Sell
-122,855
Closed -$3.74M – 1572
2024
Q4 		$3.74M Sell
122,855
-8,704
-7% -$279K 1.8% 9
2024
Q3 		$4.35M Buy
131,559
+7,635
+6% +$237K 2.08% 9
2024
Q2 		$3.8M Buy
123,924
+6,372
+5% +$191K 2.01% 9
2024
Q1 		$3.46M Sell
117,552
-766
-0.6% -$21.8K 1.85% 9
2023
Q4 		$3.42M Buy
118,318
+10,743
+10% +$292K 2.39% 9
2023
Q3 		$2.87M Buy
107,575
+3,667
+4% +$103K 2.27% 8
2023
Q2 		$2.9M Buy
103,908
+8,455
+9% +$234K 2.25% 8
2023
Q1 		$2.66M Buy
95,453
+5,602
+6% +$157K 2.01% 10
2022
Q4 		$2.4M Sell
89,851
-1,777
-2% -$46.2K 1.93% 11
2022
Q3 		$2.26M Buy
91,628
+3,345
+4% +$93.4K 1.87% 13
2022
Q2 		$2.53M Buy
88,283
+1,942
+2% +$58.5K 2.55% 10
2022
Q1 		$2.82M Sell
86,341
-96,282
-53% -$3.34M 2.54% 11
2021
Q4 		$6.73M Buy
+182,623
New +$6.86M 6.41% 3

Other funds holding XSOE

Morgan Stanley
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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

Rise Advisors's XSOE Position: Q1 2025 in Review

Rise Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 122,855 shares — an estimated $3.74M sold.

Rise Advisors first reported a position in XSOE in Q4 2021 and held it in 13 quarters. The position peaked at $6.73M in Q4 2021. 221 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

  • Rise Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 122,855 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $3.74M.
  • Rise Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.73M in Q4 2021.
  • 221 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.