Wealth Enhancement Advisory Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Wealth Enhancement Advisory Services’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	$245K	Sell	5,127 -702	-12%	-$32.6K	﹤0.01%	3401
2026 Q1	$233K	Buy	5,829 +127	+2%	+$5.29K	﹤0.01%	3012
2025 Q4	$233K	Buy	5,702 +6	+0.1%	+$232	﹤0.01%	3146
2025 Q3	$219K	Sell	5,696 -732	-11%	-$26.2K	﹤0.01%	3057
2025 Q2	$224K	Sell	6,428 -2,077	-24%	-$66.5K	﹤0.01%	2896
2025 Q1	$263K	Sell	8,505 -339	-4%	-$10.5K	﹤0.01%	2545
2024 Q4	$270K	Buy	+8,844	New	+$283K	﹤0.01%	2462

Other funds holding XSOE

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

FFC

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's XSOE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 12% in Q2 2026, selling an estimated $32.6K and leaving 5,127 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

Wealth Enhancement Advisory Services first reported a position in XSOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q4 2024. 30 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Wealth Enhancement Advisory Services held 5,127 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $245K as of Q2 2026.
Wealth Enhancement Advisory Services sold 702 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $32.6K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3401 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $270K in Q4 2024.
30 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.