Fischer Financial Services
XSOE icon

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

Fischer Financial Services’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 		$1.07M Sell
22,751
-1,451
-6% -$68.1K 0.26% 45
2026
Q2 		$1.19M Sell
24,202
-140
-0.6% -$6.5K 0.3% 47
2026
Q1 		$976K Buy
24,342
+662
+3% +$27.6K 0.33% 44
2025
Q4 		$924K Buy
23,680
+417
+2% +$16.1K 0.24% 51
2025
Q3 		$883K Buy
23,263
+2,063
+10% +$73.9K 0.24% 52
2025
Q2 		$731K Buy
21,200
+4,218
+25% +$135K 0.21% 51
2025
Q1 		$524K Hold
16,982
– – 0.17% 54
2024
Q4 		$518K Buy
+16,982
New +$544K 0.16% 54

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Howard Financial Services
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Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return

Fischer Financial Services's XSOE Position: Q3 2026 in Review

Fischer Financial Services reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 6% in Q3 2026, selling an estimated $68.1K and leaving 22,751 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #45.

Fischer Financial Services first reported a position in XSOE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q2 2026. 97 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Fischer Financial Services held 22,751 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.07M as of Q3 2026.
  • Fischer Financial Services sold 1,451 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $68.1K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.26% of Fischer Financial Services's portfolio in Q3 2026, its #45 holding.
  • Fischer Financial Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 8 quarters since.
  • Fischer Financial Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.19M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.