Wealth Management Resources
XSOE icon

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

Wealth Management Resources’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 		$12.3M Buy
262,975
+5,515
+2% +$259K 3.81% 12
2026
Q2 		$12.7M Sell
257,460
-58,999
-19% -$2.74M 3.91% 11
2026
Q1 		$12.7M Sell
316,459
-301
-0.1% -$12.5K 4.42% 9
2025
Q4 		$12.4M Sell
316,760
-3,399
-1% -$131K 4.35% 9
2025
Q3 		$12.1M Buy
320,159
+8,065
+3% +$289K 3.93% 11
2025
Q2 		$10.8M Buy
312,094
+11,081
+4% +$355K 3.67% 11
2025
Q1 		$9.29M Buy
301,013
+1,154
+0.4% +$35.8K 3.37% 11
2024
Q4 		$9.14M Buy
299,859
+206,791
+222% +$6.62M 3.37% 11
2024
Q3 		$3.07M Buy
93,068
+3,157
+4% +$98.1K 1.23% 19
2024
Q2 		$2.75M Buy
89,911
+9,390
+12% +$282K 1.18% 19
2024
Q1 		$2.37M Buy
80,521
+11,830
+17% +$337K 1.03% 20
2023
Q4 		$1.98M Buy
68,691
+9,147
+15% +$249K 0.93% 21
2023
Q3 		$1.59M Buy
59,544
+10,232
+21% +$288K 0.77% 21
2023
Q2 		$1.38M Buy
49,312
+17,296
+54% +$479K 0.8% 19
2023
Q1 		$891K Buy
32,016
+3,005
+10% +$84.4K 0.55% 23
2022
Q4 		$774K Buy
29,011
+3,445
+13% +$89.5K 0.5% 25
2022
Q3 		$629K Buy
25,566
+3,432
+16% +$95.8K 0.42% 28
2022
Q2 		$635K Buy
22,134
+6,098
+38% +$184K 0.39% 28
2022
Q1 		$524K Buy
16,036
+2,361
+17% +$81.9K 0.36% 31
2021
Q4 		$504K Buy
+13,675
New +$514K 0.32% 34

Other funds holding XSOE

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Management Resources's XSOE Position: Q3 2026 in Review

Wealth Management Resources increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.1% in Q3 2026, buying an estimated $259K and bringing the position to 262,975 shares worth $12.3M. The position accounts for 3.81% of the portfolio, ranked #12.

Wealth Management Resources first reported a position in XSOE in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.7M in Q1 2026. 87 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Wealth Management Resources held 262,975 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $12.3M as of Q3 2026.
  • Wealth Management Resources bought 5,515 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $259K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 3.81% of Wealth Management Resources's portfolio in Q3 2026, its #12 holding.
  • Wealth Management Resources first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 20 quarters since.
  • Wealth Management Resources's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $12.7M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Wealth Management Resources's 13F filing for Q3 2026, filed 21 Oct 2026.