Strategic Financial Concepts’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Strategic Financial Concepts’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
2025 Q3	–	Sell	-26,103	Closed	-$900K	–	325
2025 Q2	$900K	Sell	26,103 -157	-0.6%	-$5.03K	0.13%	96
2025 Q1	$811K	Buy	26,260 +920	+4%	+$28.6K	0.15%	139
2024 Q4	$772K	Buy	25,340 +94	+0.4%	+$3.01K	0.15%	144
2024 Q3	$834K	Buy	25,246 +24,431	+2,998%	+$759K	0.27%	77
2024 Q2	$25K	Sell	815 -23,915	-97%	-$717K	0.01%	314
2024 Q1	$729K	Buy	+24,730	New	+$705K	0.18%	128
2023 Q4	–	Sell	-22,359	Closed	-$596K	–	279
2023 Q3	$596K	Buy	22,359 +9,381	+72%	+$264K	0.2%	121
2023 Q2	$363K	Sell	12,978 -299	-2%	-$8.28K	0.13%	152
2023 Q1	$370K	Buy	+13,277	New	+$373K	0.15%	139

Other funds holding XSOE

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Strategic Financial Concepts's XSOE Position: Q3 2025 in Review

Strategic Financial Concepts sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 26,103 shares — an estimated $900K sold.

Strategic Financial Concepts first reported a position in XSOE in Q1 2023 and held it in 9 quarters. The position peaked at $900K in Q2 2025. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

Strategic Financial Concepts reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 26,103 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $900K.
Strategic Financial Concepts first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $900K in Q2 2025.
220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.