Avestar Capital
XSOE icon

Avestar Capital’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Avestar Capital’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 		$1.77M Buy
37,707
+21,796
+137% +$1.02M 0.14% 132
2026
Q2 		$783K Buy
15,911
+631
+4% +$29.3K 0.04% 287
2026
Q1 		$613K Sell
15,280
-34
-0.2% -$1.42K 0.04% 307
2025
Q4 		$598K Sell
15,314
-46
-0.3% -$1.78K 0.04% 308
2025
Q3 		$583K Sell
15,360
-317
-2% -$11.4K 0.04% 311
2025
Q2 		$541K Sell
15,677
-5,532
-26% -$177K 0.04% 316
2025
Q1 		$655K Sell
21,209
-4,689
-18% -$146K 0.06% 256
2024
Q4 		$790K Buy
25,898
+4,588
+22% +$147K 0.07% 210
2024
Q3 		$704K Buy
21,310
+38
+0.2% +$1.18K 0.07% 209
2024
Q2 		$652K Buy
+21,272
New +$638K 0.07% 210
2022
Q1 		– Sell
-105,364
Closed -$3.88M – 492
2021
Q4 		$3.88M Buy
105,364
+3,863
+4% +$145K 0.47% 48
2021
Q3 		$3.79M Sell
101,501
-27,320
-21% -$1.07M 0.48% 52
2021
Q2 		$5.42M Buy
128,821
+109,179
+556% +$4.51M 0.73% 30
2021
Q1 		$824K Buy
19,642
+7,795
+66% +$329K 0.18% 117
2020
Q4 		$470K Buy
11,847
+105
+0.9% +$3.86K 0.13% 136
2020
Q3 		$411K Buy
+11,742
New +$390K 0.14% 127

Other funds holding XSOE

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return

Avestar Capital's XSOE Position: Q3 2026 in Review

Avestar Capital increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 137% in Q3 2026, buying an estimated $1.02M and bringing the position to 37,707 shares worth $1.77M. The position accounts for 0.14% of the portfolio, ranked #132.

Avestar Capital first reported a position in XSOE in Q3 2020 and has held it in 16 quarters since. The position peaked at $5.42M in Q2 2021. 84 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Avestar Capital held 37,707 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.77M as of Q3 2026.
  • Avestar Capital bought 21,796 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $1.02M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.14% of Avestar Capital's portfolio in Q3 2026, its #132 holding.
  • Avestar Capital first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and has held it in 16 quarters since.
  • Avestar Capital's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $5.42M in Q2 2021.
  • 84 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.