Arcadia Wealth Management (New Hampshire)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
2023 Q4	–	Sell	-13,053	Closed	-$348K	–	58
2023 Q3	$348K	Sell	13,053 -379	-3%	-$10.7K	0.27%	41
2023 Q2	$375K	Sell	13,432 -7,077	-35%	-$196K	0.28%	42
2023 Q1	$571K	Buy	20,509 +11,754	+134%	+$330K	0.47%	33
2022 Q4	$234K	Buy	+8,755	New	+$227K	0.21%	52

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

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

MIH

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s XSOE Position: Q4 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2023, closing a stake of 13,053 shares — an estimated $348K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in XSOE in Q4 2022 and held it in 4 quarters. The position peaked at $571K in Q1 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q4 2023.

Arcadia Wealth Management (New Hampshire) reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2023 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 13,053 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2023, an estimated $348K.
Arcadia Wealth Management (New Hampshire) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and held it in 4 quarters.
Arcadia Wealth Management (New Hampshire)'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $571K in Q1 2023.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q4 2023, filed 23 Jan 2024.