MGO One Seven’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

MGO One Seven’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	$11.9M	Buy	241,520 +27,197	+13%	+$1.26M	0.2%	121
2026 Q1	$8.59M	Sell	214,323 -181	-0.1%	-$7.53K	0.17%	136
2025 Q4	$8.37M	Buy	214,504 +6,405	+3%	+$247K	0.17%	130
2025 Q3	$7.9M	Buy	208,099 +8,043	+4%	+$288K	0.18%	128
2025 Q2	$6.9M	Buy	200,056 +2,709	+1%	+$86.7K	0.22%	109
2025 Q1	$6.09M	Buy	197,347 +184,859	+1,480%	+$5.74M	0.24%	101
2024 Q4	$381K	Sell	12,488 -12,679	-50%	-$406K	0.01%	739
2024 Q3	$831K	Sell	25,167 -4,188	-14%	-$130K	0.04%	448
2024 Q2	$899K	Sell	29,355 -168,445	-85%	-$5.05M	0.04%	406
2024 Q1	$5.83M	Buy	197,800 +12,155	+7%	+$346K	0.3%	82
2023 Q4	$5.36M	Buy	185,645 +5,275	+3%	+$144K	0.31%	80
2023 Q3	$4.81M	Buy	180,370 +101,101	+128%	+$2.84M	0.37%	65
2023 Q2	$2.22M	Sell	79,269 -56,900	-42%	-$1.58M	0.2%	118
2023 Q1	$3.79M	Buy	136,169 +69,227	+103%	+$1.94M	0.24%	112
2022 Q4	$1.79M	Sell	66,942 -16,656	-20%	-$433K	0.18%	138
2022 Q3	$18.6M	Buy	+83,598	New	+$2.33M	0.72%	24

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

MGO One Seven's XSOE Position: Q2 2026 in Review

MGO One Seven increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 13% in Q2 2026, buying an estimated $1.26M and bringing the position to 241,520 shares worth $11.9M. The position accounts for 0.2% of the portfolio, ranked #121.

MGO One Seven first reported a position in XSOE in Q3 2022 and has held it in 16 quarters since. The position peaked at $18.6M in Q3 2022. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

MGO One Seven held 241,520 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $11.9M as of Q2 2026.
MGO One Seven bought 27,197 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.26M.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.2% of MGO One Seven's portfolio in Q2 2026, its #121 holding.
MGO One Seven first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2022 and has held it in 16 quarters since.
MGO One Seven's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $18.6M in Q3 2022.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.