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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
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

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's XSOE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025: 4 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XSOE as recently as Q4 2024.

Financial Gravity Companies first reported a position in XSOE in Q3 2024 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Financial Gravity Companies held 4 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $138 as of Q2 2025.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Financial Gravity Companies position in Q2 2025.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #905 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 3 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.