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Sherry Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Sherry Group’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 		$2.84M Buy
59,816
+29,992
+101% +$1.41M 2.67% 8
2026
Q2 		$1.44M Sell
29,824
-227
-0.8% -$10.5K 1.41% 19
2026
Q1 		$1.21M Buy
30,051
+16
+0.1% +$666 1.32% 19
2025
Q4 		$1.18M Buy
+30,035
New +$1.16M 1.23% 21

Other funds holding XSOE

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sherry Group's XSOE Position: Q3 2026 in Review

Sherry Group increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 101% in Q3 2026, buying an estimated $1.41M and bringing the position to 59,816 shares worth $2.84M. The position accounts for 2.67% of the portfolio, ranked #8.

Sherry Group first reported a position in XSOE in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Sherry Group held 59,816 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.84M as of Q3 2026.
  • Sherry Group bought 29,992 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $1.41M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 2.67% of Sherry Group's portfolio in Q3 2026, its #8 holding.
  • Sherry Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.