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

Stewardship 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
-32,544
Closed -$992K – 161
2024
Q4 		$992K Sell
32,544
-134,193
-80% -$4.3M 0.28% 50
2024
Q3 		$5.51M Sell
166,737
-70
-0% -$2.17K 1.55% 15
2024
Q2 		$5.11M Buy
166,807
+56,422
+51% +$1.69M 1.69% 20
2024
Q1 		$3.25M Sell
110,385
-901
-0.8% -$25.7K 1.11% 26
2023
Q4 		$3.21M Sell
111,286
-5,472
-5% -$149K 1.16% 24
2023
Q3 		$3.11M Sell
116,758
-378,191
-76% -$10.6M 1.22% 25
2023
Q2 		$13.8M Buy
494,949
+7,110
+1% +$197K 5.2% 7
2023
Q1 		$13.6M Buy
487,839
+206,870
+74% +$5.81M 5.22% 8
2022
Q4 		$7.5M Sell
280,969
-3,281
-1% -$85.2K 3.02% 12
2022
Q3 		$7M Buy
284,250
+26,710
+10% +$746K 3.03% 13
2022
Q2 		$7.39M Sell
257,540
-197,500
-43% -$5.95M 3.1% 10
2022
Q1 		$14.9M Buy
455,040
+328,479
+260% +$11.4M 5.48% 4
2021
Q4 		$4.66M Buy
126,561
+8,377
+7% +$315K 1.68% 20
2021
Q3 		$4.41M Sell
118,184
-21,483
-15% -$842K 1.67% 21
2021
Q2 		$5.88M Buy
139,667
+3,846
+3% +$159K 2.2% 19
2021
Q1 		$5.53M Buy
135,821
+15,865
+13% +$670K 2.17% 15
2020
Q4 		$4.76M Buy
+119,956
New +$4.41M 1.94% 16

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

Stewardship Advisors's XSOE Position: Q1 2025 in Review

Stewardship Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 32,544 shares — an estimated $992K sold.

Stewardship Advisors first reported a position in XSOE in Q4 2020 and held it in 17 quarters. The position peaked at $14.9M in Q1 2022. 221 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

  • Stewardship Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • Stewardship Advisors sold 32,544 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $992K.
  • Stewardship Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 17 quarters.
  • Stewardship Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $14.9M in Q1 2022.
  • 221 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Stewardship Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.