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

United Advisor 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 Q2	$273K	Buy	5,559 +3	+0.1%	+$139	0.03%	447
2026 Q1	$223K	Hold	5,556	–	–	0.03%	467
2025 Q4	$217K	Sell	5,556 -1,776	-24%	-$68.6K	0.03%	453
2025 Q3	$278K	Sell	7,332 -14	-0.2%	-$501	0.04%	373
2025 Q2	$253K	Sell	7,346 -928	-11%	-$29.7K	0.04%	341
2025 Q1	$255K	Sell	8,274 -1,590	-16%	-$49.3K	0.05%	300
2024 Q4	$301K	Sell	9,864 -1,190	-11%	-$38.1K	0.06%	298
2024 Q3	$365K	Sell	11,054 -971	-8%	-$30.2K	0.08%	246
2024 Q2	$368K	Buy	+12,025	New	+$361K	0.11%	174

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

United Advisor Group's XSOE Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.05% in Q2 2026, buying an estimated $139 and bringing the position to 5,559 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #447.

United Advisor Group first reported a position in XSOE in Q2 2024 and has held it in 9 quarters since. The position peaked at $368K in Q2 2024. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

United Advisor Group held 5,559 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $273K as of Q2 2026.
United Advisor Group bought 3 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $139.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #447 holding.
United Advisor Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $368K in Q2 2024.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.