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

Amplius Wealth 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
2024 Q2	–	Sell	-7,565	Closed	-$223K	–	185
2024 Q1	$223K	Sell	7,565 -331	-4%	-$9.43K	0.03%	160
2023 Q4	$228K	Sell	7,896 -3,535	-31%	-$96.2K	0.03%	154
2023 Q3	$305K	Sell	11,431 -8,887	-44%	-$250K	0.04%	120
2023 Q2	$568K	Sell	20,318 -25,036	-55%	-$693K	0.08%	90
2023 Q1	$1.26M	Sell	45,354 -3,322	-7%	-$93.3K	0.18%	60
2022 Q4	$1.3M	Sell	48,676 -657,716	-93%	-$17.1M	0.21%	58
2022 Q3	$17.4M	Buy	706,392 +643,302	+1,020%	+$18M	3.11%	11
2022 Q2	$1.81M	Sell	63,090 -145,081	-70%	-$4.37M	0.29%	47
2022 Q1	$6.8M	Buy	208,171 +2,917	+1%	+$101K	1.05%	24
2021 Q4	$7.56M	Buy	+205,254	New	+$7.71M	1.04%	25

Other funds holding XSOE

HIIFS

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

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

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

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

OIA

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

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Amplius Wealth Advisors's XSOE Position: Q2 2024 in Review

Amplius Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 7,565 shares — an estimated $223K sold.

Amplius Wealth Advisors first reported a position in XSOE in Q4 2021 and held it in 10 quarters. The position peaked at $17.4M in Q3 2022. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

Amplius Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
Amplius Wealth Advisors sold 7,565 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $223K.
Amplius Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 10 quarters.
Amplius Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $17.4M in Q3 2022.
228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Amplius Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.