Financial Gravity Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Financial Gravity Asset Management’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 Q1	$160	Hold	4	–	–	﹤0.01%	849
2025 Q4	$156	Hold	4	–	–	﹤0.01%	676
2025 Q3	$152	Buy	+4	New	+$143	﹤0.01%	882
2025 Q1	$123	Buy	+4	New	+$124	﹤0.01%	981
2024 Q2	$30.8K	Buy	1,004 +4	+0.4%	+$120	0.01%	323
2024 Q1	$28.9K	Hold	1,000	–	–	0.01%	328
2023 Q4	$28.9K	Buy	+1,000	New	+$27.2K	0.01%	333

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Financial Gravity Asset Management's XSOE Position: Q1 2026 in Review

Financial Gravity Asset Management held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q1 2026 at 4 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Financial Gravity Asset Management first reported a position in XSOE in Q4 2023 and has held it in 7 quarters since. The position peaked at $30.8K in Q2 2024. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Financial Gravity Asset Management held 4 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $160 as of Q1 2026.
Financial Gravity Asset Management left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #849 holding.
Financial Gravity Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $30.8K in Q2 2024.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.