Sigma Planning Corp’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Sigma Planning Corp’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 Q2	$258K	Buy	5,238 +11	+0.2%	+$511	0.01%	1194
2026 Q1	$210K	Sell	5,227 -1,153	-18%	-$48K	0.01%	1220
2025 Q4	$249K	Sell	6,380 -407	-6%	-$15.7K	0.01%	1110
2025 Q3	$258K	Sell	6,787 -396	-6%	-$14.2K	0.01%	1093
2025 Q2	$248K	Sell	7,183 -376	-5%	-$12K	0.01%	1070
2025 Q1	$233K	Buy	+7,559	New	+$235K	0.01%	1061
2022 Q3	–	Sell	-16,839	Closed	-$483K	–	1352
2022 Q2	$483K	Buy	16,839 +287	+2%	+$8.64K	0.02%	768
2022 Q1	$541K	Buy	+16,552	New	+$574K	0.02%	814
2021 Q3	–	Sell	-30,235	Closed	-$1.27M	–	1509
2021 Q2	$1.27M	Buy	+30,235	New	+$1.25M	0.04%	468

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Sigma Planning Corp's XSOE Position: Q2 2026 in Review

Sigma Planning Corp increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.21% in Q2 2026, buying an estimated $511 and bringing the position to 5,238 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1194.

Sigma Planning Corp first reported a position in XSOE in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.27M in Q2 2021. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Sigma Planning Corp held 5,238 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $258K as of Q2 2026.
Sigma Planning Corp bought 11 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $511.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1194 holding.
Sigma Planning Corp first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and has held it in 9 quarters since.
Sigma Planning Corp's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.27M in Q2 2021.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.