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

WealthShield 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
2026
Q2 		– Sell
-13,104
Closed -$525K – 612
2026
Q1 		$525K Hold
13,104
– – 0.06% 238
2025
Q4 		$511K Sell
13,104
-2,129
-14% -$82.2K 0.06% 240
2025
Q3 		$578K Sell
15,233
-31
-0.2% -$1.11K 0.07% 224
2025
Q2 		$526K Sell
15,264
-1,421
-9% -$45.5K 0.06% 231
2025
Q1 		$515K Sell
16,685
-220
-1% -$6.83K 0.07% 219
2024
Q4 		$516K Sell
16,905
-655
-4% -$21K 0.07% 212
2024
Q3 		$580K Sell
17,560
-1,553
-8% -$48.3K 0.08% 199
2024
Q2 		$585K Sell
19,113
-23,769
-55% -$713K 0.09% 189
2024
Q1 		$1.26M Sell
42,882
-274,360
-86% -$7.82M 0.2% 125
2023
Q4 		$9.16M Sell
317,242
-15,978
-5% -$435K 1.51% 10
2023
Q3 		$8.89M Sell
333,220
-37,103
-10% -$1.04M 1.34% 13
2023
Q2 		$10.4M Sell
370,323
-11,122
-3% -$308K 1.56% 12
2023
Q1 		$10.6M Buy
+381,445
New +$10.7M 1.71% 9
2022
Q4 		– Sell
-379,446
Closed -$9.34M – 317
2022
Q3 		$9.34M Buy
379,446
+29,914
+9% +$835K 1.85% 6
2022
Q2 		$10M Buy
349,532
+24,671
+8% +$743K 1.99% 6
2022
Q1 		$10.6M Buy
+324,861
New +$11.3M 1.7% 10
2019
Q2 		– Sell
-46
Closed -$1K – 288
2019
Q1 		$1K Hold
46
– – ﹤0.01% 262
2018
Q4 		$1K Hold
46
– – ﹤0.01% 240
2018
Q3 		$1K Hold
46
– – ﹤0.01% 256
2018
Q2 		$1K Hold
46
– – ﹤0.01% 241
2018
Q1 		$1K Buy
+46
New +$1.53K ﹤0.01% 235

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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

WealthShield Partners's XSOE Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026, closing a stake of 13,104 shares — an estimated $525K sold.

WealthShield Partners first reported a position in XSOE in Q1 2018 and held it in 21 quarters. The position peaked at $10.6M in Q1 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • WealthShield Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 13,104 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $525K.
  • WealthShield Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and held it in 21 quarters.
  • WealthShield Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.6M in Q1 2023.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.