PWA
XSOE icon

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

Physician Wealth Advisors’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 		$374K Buy
7,615
+94
+1% +$4.37K 0.04% 141
2026
Q1 		$302K Buy
7,521
+105
+1% +$4.37K 0.04% 148
2025
Q4 		$289K Buy
7,416
+50
+0.7% +$1.93K 0.04% 143
2025
Q3 		$279K Buy
7,366
+151
+2% +$5.41K 0.04% 151
2025
Q2 		$249K Buy
7,215
+85
+1% +$2.72K 0.04% 155
2025
Q1 		$220K Buy
7,130
+1
+0% +$31 0.04% 165
2024
Q4 		$217K Sell
7,129
-117
-2% -$3.75K 0.04% 168
2024
Q3 		$235K Sell
7,246
-396
-5% -$12.3K 0.04% 164
2024
Q2 		$244K Sell
7,642
-119
-2% -$3.57K 0.05% 148
2024
Q1 		$221K Buy
+7,761
New +$221K 0.05% 158
2022
Q4 		– Sell
-12,712
Closed -$327K – 159
2022
Q3 		$327K Sell
12,712
-2,095
-14% -$58.5K 0.1% 102
2022
Q2 		$420K Sell
14,807
-130,164
-90% -$3.92M 0.12% 89
2022
Q1 		$4.48M Buy
144,971
+39,311
+37% +$1.36M 1.19% 18
2021
Q4 		$3.87M Sell
105,660
-27,835
-21% -$1.05M 1.01% 23
2021
Q3 		$5.15M Sell
133,495
-26,758
-17% -$1.05M 1.42% 18
2021
Q2 		$6.51M Buy
160,253
+25,618
+19% +$1.06M 1.87% 14
2021
Q1 		$5.56M Buy
134,635
+11,353
+9% +$480K 1.81% 13
2020
Q4 		$5.46M Buy
+123,282
New +$4.53M 1.86% 12

Other funds holding XSOE

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
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
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Physician Wealth Advisors's XSOE Position: Q2 2026 in Review

Physician Wealth Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.2% in Q2 2026, buying an estimated $4.37K and bringing the position to 7,615 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #141.

Physician Wealth Advisors first reported a position in XSOE in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.51M in Q2 2021. 95 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Physician Wealth Advisors held 7,615 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $374K as of Q2 2026.
  • Physician Wealth Advisors bought 94 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $4.37K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Physician Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 18 quarters since.
  • Physician Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.51M in Q2 2021.
  • 95 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.