Herold Advisors
XSOE icon

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

Herold 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 		$398K Sell
8,496
-460
-5% -$21.6K 0.08% 197
2026
Q2 		$441K Sell
8,956
-2,272
-20% -$106K 0.09% 186
2026
Q1 		$450K Sell
11,228
-600
-5% -$25K 0.1% 184
2025
Q4 		$462K Sell
11,828
-1,170
-9% -$45.2K 0.1% 174
2025
Q3 		$493K Buy
12,998
+2,405
+23% +$86.1K 0.11% 159
2025
Q2 		$365K Sell
10,593
-5,200
-33% -$167K 0.08% 211
2025
Q1 		$488K Buy
15,793
+400
+3% +$12.4K 0.11% 181
2024
Q4 		$469K Sell
15,393
-140
-0.9% -$4.48K 0.1% 187
2024
Q3 		$513K Hold
15,533
– – 0.11% 187
2024
Q2 		$476K Sell
15,533
-158
-1% -$4.74K 0.11% 186
2024
Q1 		$462K Sell
15,691
-1,681
-10% -$47.9K 0.11% 187
2023
Q4 		$502K Sell
17,372
-6,298
-27% -$171K 0.14% 158
2023
Q3 		$631K Sell
23,670
-325
-1% -$9.14K 0.19% 133
2023
Q2 		$671K Buy
23,995
+4,857
+25% +$135K 0.21% 129
2023
Q1 		$533K Sell
19,138
-8,000
-29% -$225K 0.18% 131
2022
Q4 		$724K Sell
27,138
-16,403
-38% -$426K 0.31% 95
2022
Q3 		$1.07M Sell
43,541
-4,215
-9% -$118K 0.51% 62
2022
Q2 		$1.37M Sell
47,756
-280
-0.6% -$8.43K 0.61% 53
2022
Q1 		$1.57M Sell
48,036
-2,016
-4% -$70K 0.56% 54
2021
Q4 		$1.84M Sell
50,052
-105
-0.2% -$3.95K 0.72% 46
2021
Q3 		$1.87M Buy
+50,157
New +$1.97M 0.73% 32

Other funds holding XSOE

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 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
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
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Herold Advisors's XSOE Position: Q3 2026 in Review

Herold Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 5.1% in Q3 2026, selling an estimated $21.6K and leaving 8,496 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #197.

Herold Advisors first reported a position in XSOE in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.87M in Q3 2021. 57 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Herold Advisors held 8,496 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $398K as of Q3 2026.
  • Herold Advisors sold 460 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $21.6K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.08% of Herold Advisors's portfolio in Q3 2026, its #197 holding.
  • Herold Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.87M in Q3 2021.
  • 57 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.