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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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

Goldstein Advisors's XSOE Position: Q2 2026 in Review

Goldstein Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.7% in Q2 2026, selling an estimated $186K and leaving 226,328 shares worth $11.1M. The position accounts for 1.02% of the portfolio, ranked #20.

Goldstein Advisors first reported a position in XSOE in Q4 2022 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Goldstein Advisors held 226,328 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $11.1M as of Q2 2026.
  • Goldstein Advisors sold 4,012 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $186K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 1.02% of Goldstein Advisors's portfolio in Q2 2026, its #20 holding.
  • Goldstein Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and has held it in 15 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.