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

American Trust’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 		– Sell
-12,975
Closed -$372K – 477
2022
Q2 		$372K Buy
12,975
+1,520
+13% +$45.8K 0.03% 272
2022
Q1 		$374K Buy
+11,455
New +$398K 0.03% 302

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Trust's XSOE Position: Q3 2022 in Review

American Trust sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2022, closing a stake of 12,975 shares — an estimated $372K sold.

American Trust first reported a position in XSOE in Q1 2022 and held it in 2 quarters. The position peaked at $374K in Q1 2022. 247 funds tracked by Wall St. Rank hold XSOE as of Q3 2022.

  • American Trust reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2022 after selling out during the quarter.
  • American Trust sold 12,975 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $372K.
  • American Trust first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 2 quarters.
  • American Trust's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $374K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2022.

Based on American Trust's 13F filing for Q3 2022, filed 2 Dec 2022.