Personal CFO Solutions’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Personal CFO Solutions’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	$343K	Sell	6,968 -107	-2%	-$4.97K	0.05%	359
2026 Q1	$284K	Hold	7,075	–	–	0.04%	401
2025 Q4	$276K	Sell	7,075 -158	-2%	-$6.1K	0.04%	398
2025 Q3	$274K	Sell	7,233 -905	-11%	-$32.4K	0.05%	366
2025 Q2	$281K	Sell	8,138 -379	-4%	-$12.1K	0.05%	348
2025 Q1	$263K	Buy	+8,517	New	+$264K	0.05%	351
2022 Q1	–	Sell	-9,403	Closed	-$347K	–	524
2021 Q4	$347K	Buy	9,403 +358	+4%	+$13.5K	0.07%	281
2021 Q3	$338K	Buy	9,045 +1,090	+14%	+$42.7K	0.07%	262
2021 Q2	$335K	Buy	+7,955	New	+$329K	0.07%	259
2020 Q1	–	Sell	-9,494	Closed	-$296K	–	386
2019 Q4	$296K	Hold	9,494	–	–	0.08%	212
2019 Q3	$263K	Buy	+9,494	New	+$266K	0.1%	221

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

Personal CFO Solutions's XSOE Position: Q2 2026 in Review

Personal CFO Solutions reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.5% in Q2 2026, selling an estimated $4.97K and leaving 6,968 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #359.

Personal CFO Solutions first reported a position in XSOE in Q3 2019 and has held it in 11 quarters since. The position peaked at $347K in Q4 2021. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Personal CFO Solutions held 6,968 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $343K as of Q2 2026.
Personal CFO Solutions sold 107 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $4.97K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #359 holding.
Personal CFO Solutions first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2019 and has held it in 11 quarters since.
Personal CFO Solutions's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $347K in Q4 2021.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.