ACK
XSOE icon

Andrew C. Karlinski’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Andrew C. Karlinski’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
Q4 		– Sell
-8,553
Closed -$211K – 256
2022
Q3 		$211K Buy
8,553
+4
+0% +$112 0.32% 53
2022
Q2 		$245K Sell
8,549
-344
-4% -$10.4K 0.36% 52
2022
Q1 		$290K Buy
8,893
+81
+0.9% +$2.81K 0.53% 43
2021
Q4 		$325K Buy
+8,812
New +$331K 0.6% 39

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Andrew C. Karlinski's XSOE Position: Q4 2022 in Review

Andrew C. Karlinski sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022, closing a stake of 8,553 shares — an estimated $211K sold.

Andrew C. Karlinski first reported a position in XSOE in Q4 2021 and held it in 4 quarters. The position peaked at $325K in Q4 2021. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

  • Andrew C. Karlinski reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 8,553 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $211K.
  • Andrew C. Karlinski first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $325K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.