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

Accel 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
2023 Q2	–	Sell	-81	Closed	-$2.25K	–	901
2023 Q1	$2.25K	Hold	81	–	–	﹤0.01%	1097
2022 Q4	$2.16K	Hold	81	–	–	﹤0.01%	900
2022 Q3	$2K	Hold	81	–	–	﹤0.01%	951
2022 Q2	$2K	Hold	81	–	–	﹤0.01%	918
2022 Q1	$3K	Hold	81	–	–	﹤0.01%	865
2021 Q4	$3K	Hold	81	–	–	﹤0.01%	869
2021 Q3	$3K	Hold	81	–	–	﹤0.01%	787
2021 Q2	$3K	Hold	81	–	–	﹤0.01%	847
2021 Q1	$3K	Hold	81	–	–	﹤0.01%	813
2020 Q4	$3K	Buy	+81	New	+$2.98K	﹤0.01%	770

Other funds holding XSOE

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accel Wealth Management's XSOE Position: Q2 2023 in Review

Accel Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2023, closing a stake of 81 shares — an estimated $2.25K sold.

Accel Wealth Management first reported a position in XSOE in Q4 2020 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

Accel Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 81 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $2.25K.
Accel Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3K in Q1 2022.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.