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 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 $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Financial Group's XSOE Position: Q2 2026 in Review

Cornerstone Financial Group increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.41% in Q2 2026, buying an estimated $2.42K and bringing the position to 12,770 shares worth $628K. The position accounts for 0.39% of the portfolio, ranked #45.

Cornerstone Financial Group first reported a position in XSOE in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Cornerstone Financial Group held 12,770 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $628K as of Q2 2026.
Cornerstone Financial Group bought 52 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $2.42K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.39% of Cornerstone Financial Group's portfolio in Q2 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 7 quarters since.
173 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.