Atria Investments
XSOE icon

Atria Investments’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Atria Investments’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
Q3 		$5.09M Sell
108,584
-1,522
-1% -$71.4K 0.05% 390
2026
Q2 		$5.42M Sell
110,106
-52,007
-32% -$2.42M 0.05% 367
2026
Q1 		$6.5M Sell
162,113
-2,094
-1% -$87.2K 0.07% 297
2025
Q4 		$6.41M Sell
164,207
-13,587
-8% -$525K 0.07% 300
2025
Q3 		$6.75M Sell
177,794
-5,186
-3% -$186K 0.08% 290
2025
Q2 		$6.31M Buy
182,980
+13,954
+8% +$447K 0.07% 305
2025
Q1 		$5.22M Buy
169,026
+4,577
+3% +$142K 0.07% 359
2024
Q4 		$5.01M Buy
164,449
+26,634
+19% +$853K 0.06% 345
2024
Q3 		$4.55M Sell
137,815
-6,840
-5% -$213K 0.06% 383
2024
Q2 		$4.43M Sell
144,655
-7,208
-5% -$216K 0.06% 375
2024
Q1 		$4.47M Buy
151,863
+10,616
+8% +$303K 0.06% 373
2023
Q4 		$4.08M Buy
141,247
+73,983
+110% +$2.01M 0.06% 349
2023
Q3 		$1.79M Buy
67,264
+17,302
+35% +$486K 0.03% 607
2023
Q2 		$1.4M Buy
49,962
+6,981
+16% +$193K 0.03% 694
2023
Q1 		$1.2M Buy
+42,981
New +$1.21M 0.02% 739
2021
Q4 		– Sell
-40,612
Closed -$1.52M – 882
2021
Q3 		$1.52M Sell
40,612
-2,509
-6% -$98.3K 0.03% 636
2021
Q2 		$1.81M Buy
43,121
+2,829
+7% +$117K 0.04% 540
2021
Q1 		$1.64M Buy
40,292
+3,083
+8% +$130K 0.04% 532
2020
Q4 		$1.48M Buy
+37,209
New +$1.37M 0.04% 519

Other funds holding XSOE

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Atria Investments's XSOE Position: Q3 2026 in Review

Atria Investments reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.4% in Q3 2026, selling an estimated $71.4K and leaving 108,584 shares worth $5.09M. The position accounts for 0.05% of the portfolio, ranked #390.

Atria Investments first reported a position in XSOE in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.75M in Q3 2025. 24 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Atria Investments held 108,584 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.09M as of Q3 2026.
  • Atria Investments sold 1,522 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $71.4K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.05% of Atria Investments's portfolio in Q3 2026, its #390 holding.
  • Atria Investments first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 19 quarters since.
  • Atria Investments's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.75M in Q3 2025.
  • 24 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.