RWM
XSOE icon

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

Refined 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 		– Sell
-4,570
Closed -$225K – 49
2026
Q2 		$225K Buy
+4,570
New +$212K 0.14% 43
2026
Q1 		– Sell
-6,048
Closed -$236K – 57
2025
Q4 		$236K Buy
6,048
+9
+0.1% +$348 0.16% 37
2025
Q3 		$229K Buy
6,039
+8
+0.1% +$287 0.15% 32
2025
Q2 		$208K Buy
+6,031
New +$193K 0.14% 28
2025
Q1 		– Sell
-166,390
Closed -$5.07M – 30
2024
Q4 		$5.07M Sell
166,390
-915
-0.5% -$29.3K 3.86% 12
2024
Q3 		$5.53M Buy
167,305
+3,271
+2% +$102K 4.26% 9
2024
Q2 		$5.02M Buy
164,034
+2,487
+2% +$74.6K 3.87% 10
2024
Q1 		$4.76M Buy
161,547
+2,145
+1% +$61.1K 3.35% 13
2023
Q4 		$4.6M Buy
159,402
+7,064
+5% +$192K 3.59% 11
2023
Q3 		$4.06M Buy
152,338
+1,716
+1% +$48.2K 3.65% 10
2023
Q2 		$4.21M Buy
150,622
+3,067
+2% +$84.9K 3.47% 11
2023
Q1 		$4.11M Buy
147,555
+975
+0.7% +$27.4K 3.63% 10
2022
Q4 		$3.91M Buy
146,580
+7,341
+5% +$191K 3.42% 11
2022
Q3 		$3.43M Buy
139,239
+4,522
+3% +$126K 3.09% 12
2022
Q2 		$3.86M Buy
134,717
+19,152
+17% +$577K 3.46% 11
2022
Q1 		$3.77M Buy
+115,565
New +$4.01M 3.19% 13

Other funds holding XSOE

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Refined Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2026, closing a stake of 4,570 shares — an estimated $225K sold.

Refined Wealth Management first reported a position in XSOE in Q1 2022 and held it in 16 quarters. The position peaked at $5.53M in Q3 2024. 22 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Refined Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2026 after selling out during the quarter.
  • Refined Wealth Management sold 4,570 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $225K.
  • Refined Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 16 quarters.
  • Refined Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $5.53M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

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