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BOLTON SECURITIES CORPORATION’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$532K Buy
+13,256
New +$552K 0.03% 527
2025
Q3 		$477K Buy
+12,584
New +$451K 0.02% 528
2025
Q1 		$382K Buy
+12,388
New +$384K 0.02% 543

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
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ESL Trust Services
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XSOE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026: 13,256 shares worth $532K. The stake represents 0.03% of the portfolio and ranks #527 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XSOE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XSOE in Q1 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 13,256 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $532K as of Q1 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #527 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.