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

Arkadios 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
2021 Q4	–	Sell	-351	Closed	-$13K	–	1814
2021 Q3	$13K	Sell	351 -152	-30%	-$5.96K	﹤0.01%	1376
2021 Q2	$21K	Buy	503 +236	+88%	+$9.75K	﹤0.01%	1272
2021 Q1	$10K	Buy	267 +48	+22%	+$2.03K	﹤0.01%	1210
2020 Q4	$8K	Buy	+219	New	+$8.05K	﹤0.01%	1030

Other funds holding XSOE

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

HIIFS

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MIH

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Arkadios Wealth Advisors's XSOE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2021, closing a stake of 351 shares — an estimated $13K sold.

Arkadios Wealth Advisors first reported a position in XSOE in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q2 2021. 326 funds tracked by Wall St. Rank hold XSOE as of Q4 2021.

Arkadios Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 351 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $13K.
Arkadios Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $21K in Q2 2021.
326 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.