20/20 Capital Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

20/20 Capital 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
2021 Q2	$218K	Buy	5,186 +251	+5%	+$10.4K	0.06%	158
2021 Q1	$201K	Buy	4,935 +23	+0.5%	+$972	0.06%	154
2020 Q4	$211K	Sell	4,912 -6,234	-56%	-$229K	0.06%	155
2020 Q3	$375K	Sell	11,146 -2,420	-18%	-$80.4K	0.14%	106
2020 Q2	$451K	Buy	+13,566	New	+$371K	0.17%	88

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

20/20 Capital Management's XSOE Position: Q2 2021 in Review

20/20 Capital Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 5.1% in Q2 2021, buying an estimated $10.4K and bringing the position to 5,186 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #158.

20/20 Capital Management first reported a position in XSOE in Q2 2020 and has held it in 5 quarters since. The position peaked at $451K in Q2 2020. 318 funds tracked by Wall St. Rank hold XSOE as of Q2 2021.

20/20 Capital Management held 5,186 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $218K as of Q2 2021.
20/20 Capital Management bought 251 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $10.4K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.06% of 20/20 Capital Management's portfolio in Q2 2021, its #158 holding.
20/20 Capital Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 5 quarters since.
20/20 Capital Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $451K in Q2 2020.
318 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.