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Omni 360 Wealth’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Omni 360 Wealth’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 		$711K Buy
14,466
+412
+3% +$19.1K 0.33% 67
2026
Q1 		$564K Buy
14,054
+194
+1% +$8.07K 0.29% 72
2025
Q4 		$567K Buy
13,860
+584
+4% +$22.6K 0.29% 71
2025
Q3 		$504K Buy
13,276
+463
+4% +$16.6K 0.28% 71
2025
Q2 		$442K Buy
12,813
+64
+0.5% +$2.05K 0.27% 74
2025
Q1 		$394K Buy
12,749
+327
+3% +$10.1K 0.26% 73
2024
Q4 		$379K Sell
12,422
-110
-0.9% -$3.52K 0.25% 77
2024
Q3 		$414K Buy
12,532
+104
+0.8% +$3.23K 0.28% 78
2024
Q2 		$381K Buy
12,428
+1,550
+14% +$46.5K 0.29% 77
2024
Q1 		$320K Sell
10,878
-525
-5% -$15K 0.26% 79
2023
Q4 		$329K Buy
+11,403
New +$310K 0.31% 72

Other funds holding XSOE

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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Omni 360 Wealth's XSOE Position: Q2 2026 in Review

Omni 360 Wealth increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.9% in Q2 2026, buying an estimated $19.1K and bringing the position to 14,466 shares worth $711K. The position accounts for 0.33% of the portfolio, ranked #67.

Omni 360 Wealth first reported a position in XSOE in Q4 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Omni 360 Wealth held 14,466 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $711K as of Q2 2026.
  • Omni 360 Wealth bought 412 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $19.1K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.33% of Omni 360 Wealth's portfolio in Q2 2026, its #67 holding.
  • Omni 360 Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 11 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.