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

Able 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
2024
Q1 		– Sell
-172
Closed -$4.97K – 590
2023
Q4 		$4.97K Buy
+172
New +$4.68K ﹤0.01% 346

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Able Wealth Management's XSOE Position: Q1 2024 in Review

Able Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2024, closing a stake of 172 shares — an estimated $4.97K sold.

Able Wealth Management first reported a position in XSOE in Q4 2023 and held it in 1 quarter. The position peaked at $4.97K in Q4 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2024.

  • Able Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 172 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $4.97K.
  • Able Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4.97K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.