World Equity Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

World Equity Group’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	$305K	Sell	6,503 -7,781	-54%	-$365K	0.13%	168
2026 Q2	$703K	Sell	14,284 -801	-5%	-$37.2K	0.16%	147
2026 Q1	$605K	Buy	15,085 +3,324	+28%	+$138K	0.16%	161
2025 Q4	$459K	Buy	11,761 +388	+3%	+$15K	0.13%	178
2025 Q3	$431K	Buy	11,373 +4,533	+66%	+$162K	0.1%	203
2025 Q2	$236K	Buy	+6,840	New	+$219K	0.06%	287

Other funds holding XSOE

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

Howard Financial Services Dallas, Texas $954M AUM 13.71% 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

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

World Equity Group's XSOE Position: Q3 2026 in Review

World Equity Group reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 54% in Q3 2026, selling an estimated $365K and leaving 6,503 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #168.

World Equity Group first reported a position in XSOE in Q2 2025 and has held it in 6 quarters since. The position peaked at $703K in Q2 2026. 53 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

World Equity Group held 6,503 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $305K as of Q3 2026.
World Equity Group sold 7,781 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $365K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.13% of World Equity Group's portfolio in Q3 2026, its #168 holding.
World Equity Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2025 and has held it in 6 quarters since.
World Equity Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $703K in Q2 2026.
53 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.