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

Yoder Wealth Management’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	$2.56M	Sell	54,995 -520	-0.9%	-$24.4K	0.97%	29
2026 Q2	$2.71M	Sell	55,515 -16	-0%	-$743	1.06%	29
2026 Q1	$2.22M	Sell	55,531 -265	-0.5%	-$11K	1.01%	31
2025 Q4	$2.17M	Sell	55,796 -520	-0.9%	-$20.1K	0.99%	33
2025 Q3	$2.13M	Sell	56,316 -1,420	-2%	-$50.9K	1.01%	30
2025 Q2	$1.99M	Sell	57,736 -1,455	-2%	-$46.6K	1.03%	31
2025 Q1	$1.83M	Sell	59,191 -1,640	-3%	-$50.9K	1.03%	32
2024 Q4	$1.85M	Sell	60,831 -1,297	-2%	-$41.5K	1.02%	31
2024 Q3	$2.05M	Sell	62,128 -3,390	-5%	-$105K	1.23%	26
2024 Q2	$2M	Sell	65,518 -800	-1%	-$24K	1.3%	25
2024 Q1	$1.95M	Sell	66,318 -6,165	-9%	-$176K	1.27%	24
2023 Q4	$2.09M	Sell	72,483 -27,915	-28%	-$760K	1.48%	23
2023 Q3	$2.68M	Sell	100,398 -5,809	-5%	-$163K	2.21%	12
2023 Q2	$2.97M	Sell	106,207 -4,843	-4%	-$134K	2.34%	12
2023 Q1	$3.09M	Buy	+111,050	New	+$3.12M	2.57%	10

Other funds holding XSOE

MSRI

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

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

AFTS

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

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

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Yoder Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.94% in Q3 2026, selling an estimated $24.4K and leaving 54,995 shares worth $2.56M. The position accounts for 0.97% of the portfolio, ranked #29.

Yoder Wealth Management first reported a position in XSOE in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.09M in Q1 2023. 40 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

Yoder Wealth Management held 54,995 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.56M as of Q3 2026.
Yoder Wealth Management sold 520 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $24.4K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.97% of Yoder Wealth Management's portfolio in Q3 2026, its #29 holding.
Yoder Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.09M in Q1 2023.
40 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

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