American Portfolios Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

American Portfolios Advisors’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
2022 Q3	$37.9K	Hold	1,541	–	–	﹤0.01%	1862
2022 Q2	$44.2K	Hold	1,541	–	–	﹤0.01%	1831
2022 Q1	$50.3K	Hold	1,541	–	–	﹤0.01%	1881
2021 Q4	$56.8K	Hold	1,541	–	–	﹤0.01%	1811
2021 Q3	$57.5K	Hold	1,541	–	–	﹤0.01%	1699
2021 Q2	$64.8K	Buy	1,541 +850	+123%	+$35.1K	﹤0.01%	1614
2021 Q1	$28.1K	Hold	691	–	–	﹤0.01%	1880
2020 Q4	$27.4K	Hold	691	–	–	﹤0.01%	1674
2020 Q3	$23.3K	Buy	+691	New	+$23K	﹤0.01%	1638

Other funds holding XSOE

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

MIH

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's XSOE Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q3 2022 at 1,541 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

American Portfolios Advisors first reported a position in XSOE in Q3 2020 and has held it in 9 quarters since. The position peaked at $64.8K in Q2 2021. 248 funds tracked by Wall St. Rank hold XSOE as of Q3 2022.

American Portfolios Advisors held 1,541 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $37.9K as of Q3 2022.
American Portfolios Advisors left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q3 2022.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1862 holding.
American Portfolios Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $64.8K in Q2 2021.
248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.