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

Financial Gravity Companies’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	$197	Buy	+4	New	+$186	﹤0.01%	900
2025 Q2	$138	Buy	+4	New	+$128	﹤0.01%	905
2024 Q4	$122	Hold	4	–	–	﹤0.01%	910
2024 Q3	$132	Buy	+4	New	+$124	﹤0.01%	625

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

HAG

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

Financial Gravity Companies's XSOE Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 4 shares worth $197. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XSOE as recently as Q2 2025.

Financial Gravity Companies first reported a position in XSOE in Q3 2024 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Financial Gravity Companies held 4 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $197 as of Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Financial Gravity Companies position in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #900 holding.
Financial Gravity Companies first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2024 and has held it in 4 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.