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

Stratos Wealth Partners’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
Q1 		$6.45M Buy
160,798
+279
+0.2% +$11.6K 0.07% 279
2025
Q4 		$6.26M Buy
160,519
+6,256
+4% +$242K 0.07% 281
2025
Q3 		$5.85M Sell
154,263
-12,808
-8% -$459K 0.07% 281
2025
Q2 		$5.76M Buy
167,071
+11,755
+8% +$376K 0.08% 257
2025
Q1 		$4.79M Buy
155,316
+8,507
+6% +$264K 0.07% 269
2024
Q4 		$4.47M Buy
146,809
+6,796
+5% +$218K 0.06% 299
2024
Q3 		$4.62M Buy
140,013
+7,204
+5% +$224K 0.07% 286
2024
Q2 		$4.07M Buy
132,809
+1,504
+1% +$45.1K 0.07% 291
2024
Q1 		$3.87M Buy
131,305
+5,851
+5% +$167K 0.06% 289
2023
Q4 		$3.62M Buy
125,454
+6,875
+6% +$187K 0.07% 282
2023
Q3 		$3.16M Buy
118,579
+2,018
+2% +$56.7K 0.07% 280
2023
Q2 		$3.26M Buy
116,561
+16,604
+17% +$460K 0.07% 267
2023
Q1 		$2.78M Sell
99,957
-186
-0.2% -$5.22K 0.07% 255
2022
Q4 		$2.67M Buy
100,143
+30,430
+44% +$790K 0.07% 284
2022
Q3 		$1.72M Sell
69,713
-30,547
-30% -$853K 0.05% 343
2022
Q2 		$2.88M Sell
100,260
-5,603
-5% -$169K 0.07% 250
2022
Q1 		$3.46M Buy
105,863
+16,990
+19% +$590K 0.08% 242
2021
Q4 		$3.27M Sell
88,873
-56,359
-39% -$2.12M 0.07% 255
2021
Q3 		$5.42M Buy
145,232
+2,500
+2% +$98K 0.14% 168
2021
Q2 		$6M Buy
142,732
+22,233
+18% +$919K 0.15% 153
2021
Q1 		$4.9M Buy
120,499
+30,077
+33% +$1.27M 0.14% 168
2020
Q4 		$3.59M Buy
90,422
+24,261
+37% +$892K 0.11% 204
2020
Q3 		$2.23M Sell
66,161
-14,206
-18% -$472K 0.07% 245
2020
Q2 		$2.4M Buy
+80,367
New +$2.2M 0.09% 230

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Stratos Wealth Partners's XSOE Position: Q1 2026 in Review

Stratos Wealth Partners increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.17% in Q1 2026, buying an estimated $11.6K and bringing the position to 160,798 shares worth $6.45M. The position accounts for 0.07% of the portfolio, ranked #279.

Stratos Wealth Partners first reported a position in XSOE in Q2 2020 and has held it in 24 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Stratos Wealth Partners held 160,798 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $6.45M as of Q1 2026.
  • Stratos Wealth Partners bought 279 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $11.6K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.07% of Stratos Wealth Partners's portfolio in Q1 2026, its #279 holding.
  • Stratos Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 24 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.