Cornerstone Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Cornerstone Financial Group’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	$600K	Buy	12,811 +41	+0.3%	+$1.92K	0.35%	45
2026 Q2	$628K	Buy	12,770 +52	+0.4%	+$2.42K	0.39%	45
2026 Q1	$579K	Sell	12,718 -462	-4%	-$19.2K	0.37%	46
2025 Q4	$514K	Sell	13,180 -38	-0.3%	-$1.47K	0.36%	48
2025 Q3	$501K	Sell	13,218 -158	-1%	-$5.66K	0.39%	50
2025 Q2	$461K	Buy	13,376 +38	+0.3%	+$1.22K	0.39%	52
2025 Q1	$437K	Sell	13,338 -1,214	-8%	-$37.7K	0.39%	52
2024 Q4	$444K	Buy	+14,552	New	+$466K	0.44%	51

Other funds holding XSOE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ESL Trust Services Rochester, New York $580M AUM 13.85% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Cornerstone Financial Group's XSOE Position: Q3 2026 in Review

Cornerstone Financial Group increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.32% in Q3 2026, buying an estimated $1.92K and bringing the position to 12,811 shares worth $600K. The position accounts for 0.35% of the portfolio, ranked #45.

Cornerstone Financial Group first reported a position in XSOE in Q4 2024 and has held it in 8 quarters since. The position peaked at $628K in Q2 2026. 189 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

Cornerstone Financial Group held 12,811 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $600K as of Q3 2026.
Cornerstone Financial Group bought 41 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $1.92K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.35% of Cornerstone Financial Group's portfolio in Q3 2026, its #45 holding.
Cornerstone Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $628K in Q2 2026.
189 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.