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Tucker Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Tucker Asset Management’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
-130
Closed -$4.48K – 347
2025
Q2 		$4.48K Sell
130
-310
-70% -$9.93K ﹤0.01% 255
2025
Q1 		$13.6K Hold
440
– – ﹤0.01% 219
2024
Q4 		$13.4K Hold
440
– – ﹤0.01% 665
2024
Q3 		$14.5K Sell
440
-15
-3% -$466 ﹤0.01% 611
2024
Q2 		$13.9K Hold
455
– – ﹤0.01% 740
2024
Q1 		$13.4K Sell
455
-3
-0.7% -$85 ﹤0.01% 770
2023
Q4 		$13.2K Buy
458
+3
+0.7% +$82 ﹤0.01% 633
2023
Q3 		$12.1K Sell
455
-166
-27% -$4.67K ﹤0.01% 612
2023
Q2 		$17.4K Sell
621
-45
-7% -$1.25K 0.01% 426
2023
Q1 		$18.5K Buy
666
+76
+13% +$2.13K 0.01% 431
2022
Q4 		$16K Buy
590
+74
+14% +$1.92K 0.01% 279
2022
Q3 		$12.4K Buy
516
+16
+3% +$447 ﹤0.01% 292
2022
Q2 		$14.3K Hold
500
– – ﹤0.01% 202
2022
Q1 		$16.3K Sell
500
-1,195
-71% -$41.5K 0.01% 176
2021
Q4 		$62.7K Hold
1,695
– – 0.02% 75
2021
Q3 		$64.3K Hold
1,695
– – 0.02% 66
2021
Q2 		$71.3K Sell
1,695
-1,380
-45% -$57K 0.03% 46
2021
Q1 		$125K Sell
3,075
-1,320
-30% -$55.8K 0.07% 35
2020
Q4 		$174K Buy
+4,395
New +$162K 0.11% 24

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

Tucker Asset Management's XSOE Position: Q3 2025 in Review

Tucker Asset Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 130 shares — an estimated $4.48K sold.

Tucker Asset Management first reported a position in XSOE in Q4 2020 and held it in 19 quarters. The position peaked at $174K in Q4 2020. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

  • Tucker Asset Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
  • Tucker Asset Management sold 130 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $4.48K.
  • Tucker Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 19 quarters.
  • Tucker Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $174K in Q4 2020.
  • 220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Tucker Asset Management's 13F filing for Q3 2025, filed 6 Jan 2026.