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

Mayflower Financial 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 		$646K Sell
13,130
-720
-5% -$33.5K 0.06% 251
2026
Q1 		$555K Sell
13,850
-1,068
-7% -$44.5K 0.07% 246
2025
Q4 		$582K Sell
14,918
-598
-4% -$23.1K 0.07% 229
2025
Q3 		$589K Sell
15,516
-2,981
-16% -$107K 0.07% 231
2025
Q2 		$638K Sell
18,497
-2,368
-11% -$75.8K 0.09% 202
2025
Q1 		$644K Sell
20,865
-4,015
-16% -$125K 0.1% 196
2024
Q4 		$758K Sell
24,880
-1,236
-5% -$39.6K 0.11% 173
2024
Q3 		$863K Sell
26,116
-349
-1% -$10.8K 0.13% 151
2024
Q2 		$811K Sell
26,465
-1,407
-5% -$42.2K 0.13% 151
2024
Q1 		$821K Sell
27,872
-10,910
-28% -$311K 0.14% 152
2023
Q4 		$1.12M Sell
38,782
-746
-2% -$20.3K 0.15% 122
2023
Q3 		$1.05M Sell
39,528
-12,560
-24% -$353K 0.16% 119
2023
Q2 		$1.46M Sell
52,088
-20,022
-28% -$554K 0.19% 105
2023
Q1 		$2.01M Sell
72,110
-8,930
-11% -$251K 0.26% 77
2022
Q4 		$2.16M Sell
81,040
-23,596
-23% -$613K 0.3% 69
2022
Q3 		$2.58M Sell
104,636
-22,997
-18% -$642K 0.42% 50
2022
Q2 		$3.66M Sell
127,633
-55,177
-30% -$1.66M 0.56% 38
2022
Q1 		$5.97M Sell
182,810
-35,942
-16% -$1.25M 0.8% 27
2021
Q4 		$8.06M Buy
218,752
+27,262
+14% +$1.02M 1.07% 23
2021
Q3 		$7.47M Buy
191,490
+184,155
+2,511% +$7.22M 1.01% 26
2021
Q2 		$309K Buy
+7,335
New +$303K 0.04% 240

Other funds holding XSOE

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Mayflower Financial Advisors's XSOE Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 5.2% in Q2 2026, selling an estimated $33.5K and leaving 13,130 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #251.

Mayflower Financial Advisors first reported a position in XSOE in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.06M in Q4 2021. 61 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Mayflower Financial Advisors held 13,130 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $646K as of Q2 2026.
  • Mayflower Financial Advisors sold 720 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $33.5K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.06% of Mayflower Financial Advisors's portfolio in Q2 2026, its #251 holding.
  • Mayflower Financial Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and has held it in 21 quarters since.
  • Mayflower Financial Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $8.06M in Q4 2021.
  • 61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.