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CX Institutional’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

CX Institutional’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 		$1K Hold
29
– – ﹤0.01% 1666
2026
Q2 		$1K Sell
29
-121
-81% -$5.62K ﹤0.01% 1565
2026
Q1 		$6K Sell
150
-176
-54% -$7.33K ﹤0.01% 1357
2025
Q4 		$13K Sell
326
-169
-34% -$6.53K ﹤0.01% 1165
2025
Q3 		$19K Buy
+495
New +$17.7K ﹤0.01% 1113

Other funds holding XSOE

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

CX Institutional's XSOE Position: Q3 2026 in Review

CX Institutional held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q3 2026 at 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

CX Institutional first reported a position in XSOE in Q3 2025 and has held it in 5 quarters since. The position peaked at $19K in Q3 2025. 8 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • CX Institutional held 29 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1K as of Q3 2026.
  • CX Institutional left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q3 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1666 holding.
  • CX Institutional first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $19K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.