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XSOE icon

Transce3nd’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Transce3nd’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
Q3 		– Sell
-2,551
Closed -$88K – 1177
2025
Q2 		$88K Buy
2,551
+11
+0.4% +$352 0.04% 214
2025
Q1 		$78.4K Sell
2,540
-587
-19% -$18.2K 0.04% 220
2024
Q4 		$95.3K Buy
+3,127
New +$100K 0.03% 270

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Transce3nd's XSOE Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 2,551 shares — an estimated $88K sold.

Transce3nd first reported a position in XSOE in Q4 2024 and held it in 3 quarters. The position peaked at $95.3K in Q4 2024. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 2,551 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $88K.
  • Transce3nd first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $95.3K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.