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

SageView Advisory 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	–	Sell	-338	Closed	-$13.2K	–	2472
2025 Q4	$13.2K	Buy	+338	New	+$13.1K	﹤0.01%	1612
2023 Q4	–	Sell	-8,216	Closed	-$219K	–	707
2023 Q3	$219K	Buy	8,216 +906	+12%	+$25.5K	0.01%	496
2023 Q2	$204K	Buy	+7,310	New	+$202K	0.01%	530

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

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

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

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

ETS

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

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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

SageView Advisory Group's XSOE Position: Q1 2026 in Review

SageView Advisory Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026, closing a stake of 338 shares — an estimated $13.2K sold.

SageView Advisory Group first reported a position in XSOE in Q2 2023 and held it in 3 quarters. The position peaked at $219K in Q3 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

SageView Advisory Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 338 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $13.2K.
SageView Advisory Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2023 and held it in 3 quarters.
SageView Advisory Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $219K in Q3 2023.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.