Goldstein Advisors
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Goldstein Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Goldstein Advisors’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 		$10.5M Sell
223,735
-2,593
-1% -$122K 0.93% 22
2026
Q2 		$11.1M Sell
226,328
-4,012
-2% -$186K 1.02% 20
2026
Q1 		$9.24M Buy
230,340
+2,291
+1% +$95.4K 1.03% 22
2025
Q4 		$8.9M Buy
228,049
+1,675
+0.7% +$64.7K 1.01% 22
2025
Q3 		$8.59M Buy
226,374
+2,863
+1% +$103K 1.04% 21
2025
Q2 		$7.71M Sell
223,511
-1,572
-0.7% -$50.3K 1.04% 19
2025
Q1 		$6.95M Buy
225,083
+21,624
+11% +$671K 1.02% 18
2024
Q4 		$6.2M Buy
203,459
+10,024
+5% +$321K 0.9% 20
2024
Q3 		$6.39M Buy
193,435
+17,864
+10% +$555K 0.97% 19
2024
Q2 		$5.38M Buy
175,571
+12,815
+8% +$384K 0.9% 21
2024
Q1 		$4.79M Buy
162,756
+22,331
+16% +$636K 0.82% 22
2023
Q4 		$4.06M Buy
140,425
+7,478
+6% +$204K 0.68% 23
2023
Q3 		$3.55M Buy
132,947
+10,579
+9% +$297K 0.74% 24
2023
Q2 		$3.42M Buy
122,368
+22,614
+23% +$626K 0.72% 26
2023
Q1 		$2.78M Buy
99,754
+10,097
+11% +$283K 0.61% 30
2022
Q4 		$2.39M Buy
+89,657
New +$2.33M 0.58% 30

Other funds holding XSOE

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
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
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
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Goldstein Advisors's XSOE Position: Q3 2026 in Review

Goldstein Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.1% in Q3 2026, selling an estimated $122K and leaving 223,735 shares worth $10.5M. The position accounts for 0.93% of the portfolio, ranked #22.

Goldstein Advisors first reported a position in XSOE in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.1M in Q2 2026. 97 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Goldstein Advisors held 223,735 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $10.5M as of Q3 2026.
  • Goldstein Advisors sold 2,593 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $122K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.93% of Goldstein Advisors's portfolio in Q3 2026, its #22 holding.
  • Goldstein Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and has held it in 16 quarters since.
  • Goldstein Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $11.1M 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 Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.