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Adirondack Trust Company’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Adirondack Trust Company’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
2020
Q1 		– Sell
-2,922
Closed -$87K – 346
2019
Q4 		$87K Hold
2,922
– – 0.06% 149
2019
Q3 		$81K Hold
2,922
– – 0.06% 148
2019
Q2 		$84K Buy
+2,922
New +$83.5K 0.06% 146

Other funds holding XSOE

Morgan Stanley
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Adirondack Trust Company's XSOE Position: Q1 2020 in Review

Adirondack Trust Company sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2020, closing a stake of 2,922 shares — an estimated $87K sold.

Adirondack Trust Company first reported a position in XSOE in Q2 2019 and held it in 3 quarters. The position peaked at $87K in Q4 2019. 86 funds tracked by Wall St. Rank hold XSOE as of Q1 2020.

  • Adirondack Trust Company reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2020 after selling out during the quarter.
  • Adirondack Trust Company sold 2,922 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2020, an estimated $87K.
  • Adirondack Trust Company first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2019 and held it in 3 quarters.
  • Adirondack Trust Company's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $87K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2020.

Based on Adirondack Trust Company's 13F filing for Q1 2020, filed 23 Apr 2020.