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Oxinas Partners Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Oxinas Partners Wealth Management’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 		$1.64M Sell
33,414
-2,106
-6% -$97.9K 0.65% 42
2026
Q1 		$1.42M Sell
35,520
-1,013
-3% -$42.2K 0.65% 41
2025
Q4 		$1.43M Buy
36,533
+793
+2% +$30.6K 0.69% 39
2025
Q3 		$1.36M Buy
35,740
+368
+1% +$13.2K 0.73% 38
2025
Q2 		$1.22M Sell
35,372
-194
-0.5% -$6.21K 0.63% 43
2025
Q1 		$1.1M Buy
35,566
+6,613
+23% +$205K 0.65% 42
2024
Q4 		$882K Buy
28,953
+4,139
+17% +$133K 0.52% 49
2024
Q3 		$820K Buy
24,814
+9,672
+64% +$301K 0.5% 55
2024
Q2 		$464K Buy
15,142
+5,643
+59% +$169K 0.31% 73
2024
Q1 		$280K Buy
9,499
+1,713
+22% +$48.8K 0.18% 100
2023
Q4 		$225K Sell
7,786
-2,187
-22% -$59.5K 0.16% 106
2023
Q3 		$266K Buy
9,973
+938
+10% +$26.4K 0.2% 84
2023
Q2 		$253K Buy
+9,035
New +$250K 0.17% 100

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

Oxinas Partners Wealth Management's XSOE Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 5.9% in Q2 2026, selling an estimated $97.9K and leaving 33,414 shares worth $1.64M. The position accounts for 0.65% of the portfolio, ranked #42.

Oxinas Partners Wealth Management first reported a position in XSOE in Q2 2023 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Oxinas Partners Wealth Management held 33,414 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.64M as of Q2 2026.
  • Oxinas Partners Wealth Management sold 2,106 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $97.9K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.65% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Oxinas Partners Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2023 and has held it in 13 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.