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

WealthPLAN Partners’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
2024
Q4 		– Sell
-9,380
Closed -$310K – 272
2024
Q3 		$310K Sell
9,380
-888
-9% -$27.6K 0.04% 226
2024
Q2 		$314K Sell
10,268
-147
-1% -$4.41K 0.03% 248
2024
Q1 		$307K Buy
10,415
+1,225
+13% +$34.9K 0.03% 258
2023
Q4 		$265K Sell
9,190
-562
-6% -$15.3K 0.03% 277
2023
Q3 		$260K Sell
9,752
-3,509
-26% -$98.6K 0.03% 274
2023
Q2 		$371K Sell
13,261
-1,026
-7% -$28.4K 0.05% 226
2023
Q1 		$398K Sell
14,287
-12,872
-47% -$361K 0.05% 221
2022
Q4 		$776K Buy
+27,159
New +$705K 0.05% 199
2022
Q1 		$12.9M Sell
424,550
-360,496
-46% -$12.5M 0.89% 37
2021
Q4 		$28.4M Sell
785,046
-20,233
-3% -$760K 1.87% 8
2021
Q3 		$30M Sell
805,279
-9,548
-1% -$374K 2% 6
2021
Q2 		$32.1M Buy
814,827
+4,471
+0.6% +$185K 2.26% 5
2021
Q1 		$33M Buy
810,356
+34,203
+4% +$1.44M 2.56% 5
2020
Q4 		$33.6M Buy
776,153
+50,432
+7% +$1.85M 2.86% 4
2020
Q3 		$26.2M Sell
725,721
-37,812
-5% -$1.26M 2.56% 5
2020
Q2 		$25.4M Sell
763,533
-9,910
-1% -$271K 2.63% 6
2020
Q1 		$20.7M Buy
773,443
+10,685
+1% +$311K 2.68% 6
2019
Q4 		$24.3M Buy
+762,758
New +$22.3M 2.87% 8

Other funds holding XSOE

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's XSOE Position: Q4 2024 in Review

WealthPLAN Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2024, closing a stake of 9,380 shares — an estimated $310K sold.

WealthPLAN Partners first reported a position in XSOE in Q4 2019 and held it in 18 quarters. The position peaked at $33.6M in Q4 2020. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

  • WealthPLAN Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 9,380 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $310K.
  • WealthPLAN Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2019 and held it in 18 quarters.
  • WealthPLAN Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $33.6M in Q4 2020.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.