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

Premier Path Wealth Partners’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	$5.06M	Buy	108,099 +29,036	+37%	+$1.36M	0.59%	41
2026 Q2	$3.89M	Buy	79,063 +9,254	+13%	+$430K	0.45%	52
2026 Q1	$2.8M	Sell	69,809 -12,657	-15%	-$527K	0.36%	59
2025 Q4	$3.22M	Sell	82,466 -6,997	-8%	-$270K	0.42%	53
2025 Q3	$3.39M	Buy	89,463 +2,636	+3%	+$94.4K	0.44%	49
2025 Q2	$2.99M	Sell	86,827 -284	-0.3%	-$9.09K	0.42%	52
2025 Q1	$2.69M	Buy	87,111 +4,968	+6%	+$154K	0.42%	54
2024 Q4	$2.5M	Buy	82,143 +287	+0.4%	+$9.19K	0.38%	57
2024 Q3	$2.7M	Buy	81,856 +3,539	+5%	+$110K	0.43%	49
2024 Q2	$2.4M	Buy	78,317 +2,698	+4%	+$80.9K	0.41%	53
2024 Q1	$2.24M	Buy	75,619 +17,446	+30%	+$497K	0.42%	58
2023 Q4	$1.71M	Buy	+58,173	New	+$1.58M	0.38%	57

Other funds holding XSOE

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Premier Path Wealth Partners's XSOE Position: Q3 2026 in Review

Premier Path Wealth Partners increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 37% in Q3 2026, buying an estimated $1.36M and bringing the position to 108,099 shares worth $5.06M. The position accounts for 0.59% of the portfolio, ranked #41.

Premier Path Wealth Partners first reported a position in XSOE in Q4 2023 and has held it in 12 quarters since. 43 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

Premier Path Wealth Partners held 108,099 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.06M as of Q3 2026.
Premier Path Wealth Partners bought 29,036 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $1.36M.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.59% of Premier Path Wealth Partners's portfolio in Q3 2026, its #41 holding.
Premier Path Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 12 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.