Perigon Wealth Management
XSOE icon

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

Perigon 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
Q3 		$1.17M Buy
24,870
+255
+1% +$12K 0.02% 550
2026
Q2 		$1.21M Sell
24,615
-1,119
-4% -$52K 0.02% 532
2026
Q1 		$1.03M Buy
25,734
+1,289
+5% +$53.7K 0.02% 527
2025
Q4 		$954K Sell
24,445
-1,044
-4% -$40.3K 0.02% 572
2025
Q3 		$967K Sell
25,489
-1,480
-5% -$53K 0.02% 522
2025
Q2 		$930K Buy
26,969
+1,781
+7% +$57K 0.02% 490
2025
Q1 		$778K Buy
25,188
+2,460
+11% +$76.4K 0.02% 508
2024
Q4 		$689K Buy
22,728
+2,120
+10% +$67.9K 0.02% 548
2024
Q3 		$681K Buy
+20,608
New +$640K 0.02% 528
2024
Q1 		– Sell
-17,846
Closed -$515K – 933
2023
Q4 		$515K Sell
17,846
-2,881
-14% -$78.4K 0.02% 491
2023
Q3 		$553K Sell
20,727
-3,887
-16% -$109K 0.02% 425
2023
Q2 		$688K Buy
24,614
+1,073
+5% +$29.7K 0.03% 383
2023
Q1 		$655K Buy
23,541
+2,730
+13% +$76.6K 0.04% 344
2022
Q4 		$555K Buy
20,811
+10,011
+93% +$260K 0.03% 367
2022
Q3 		$266K Buy
10,800
+1,413
+15% +$39.4K 0.02% 459
2022
Q2 		$269K Sell
9,387
-1,882
-17% -$56.7K 0.02% 452
2022
Q1 		$368K Buy
11,269
+879
+8% +$30.5K 0.03% 426
2021
Q4 		$383K Buy
10,390
+632
+6% +$23.8K 0.03% 401
2021
Q3 		$364K Buy
9,758
+1,856
+23% +$72.7K 0.03% 375
2021
Q2 		$332K Buy
7,902
+2,633
+50% +$109K 0.03% 380
2021
Q1 		$214K Buy
5,269
+2,345
+80% +$99.1K 0.02% 460
2020
Q4 		$116K Buy
+2,924
New +$108K 0.01% 511

Other funds holding XSOE

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return

Perigon Wealth Management's XSOE Position: Q3 2026 in Review

Perigon Wealth Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1% in Q3 2026, buying an estimated $12K and bringing the position to 24,870 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #550.

Perigon Wealth Management first reported a position in XSOE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q2 2026. 84 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Perigon Wealth Management held 24,870 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.17M as of Q3 2026.
  • Perigon Wealth Management bought 255 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $12K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #550 holding.
  • Perigon Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 22 quarters since.
  • Perigon Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.21M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.