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

SFMG 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 		$249K Buy
5,055
+13
+0.3% +$604 0.02% 278
2026
Q1 		$202K Buy
+5,042
New +$210K 0.01% 297

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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

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

SFMG Wealth Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.26% in Q2 2026, buying an estimated $604 and bringing the position to 5,055 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #278.

SFMG Wealth Advisors first reported a position in XSOE in Q1 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • SFMG Wealth Advisors held 5,055 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $249K as of Q2 2026.
  • SFMG Wealth Advisors bought 13 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $604.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #278 holding.
  • SFMG Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2026 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.