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

Skyline 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 Q3	$663K	Sell	14,162 -1,419	-9%	-$66.6K	0.21%	63
2026 Q2	$766K	Sell	15,581 -3,997	-20%	-$186K	0.24%	57
2026 Q1	$785K	Sell	19,578 -15,578	-44%	-$648K	0.27%	52
2025 Q4	$1.37M	Sell	35,156 -820	-2%	-$31.7K	0.46%	28
2025 Q3	$1.36M	Buy	35,976 +2,643	+8%	+$94.7K	0.47%	27
2025 Q2	$1.15M	Buy	33,333 +1,908	+6%	+$61.1K	0.42%	33
2025 Q1	$970K	Buy	31,425 +1,361	+5%	+$42.2K	0.38%	31
2024 Q4	$916K	Buy	30,064 +6,940	+30%	+$222K	0.36%	33
2024 Q3	$764K	Buy	23,124 +325	+1%	+$10.1K	0.31%	35
2024 Q2	$698K	Sell	22,799 -289	-1%	-$8.67K	0.3%	35
2024 Q1	$680K	Sell	23,088 -97	-0.4%	-$2.76K	0.3%	35
2023 Q4	$670K	Buy	+23,185	New	+$631K	0.32%	34

Other funds holding XSOE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

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

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

Skyline Advisors's XSOE Position: Q3 2026 in Review

Skyline Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 9.1% in Q3 2026, selling an estimated $66.6K and leaving 14,162 shares worth $663K. The position accounts for 0.21% of the portfolio, ranked #63.

Skyline Advisors first reported a position in XSOE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q4 2025. 130 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

Skyline Advisors held 14,162 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $663K as of Q3 2026.
Skyline Advisors sold 1,419 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $66.6K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.21% of Skyline Advisors's portfolio in Q3 2026, its #63 holding.
Skyline Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 12 quarters since.
Skyline Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.37M in Q4 2025.
130 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Skyline Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.