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

Aspire Wealth Management’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 Q3	$5.32K	Sell	161 -4	-2%	-$124	﹤0.01%	179
2024 Q2	$5.07K	Sell	165 -102	-38%	-$3.06K	﹤0.01%	164
2024 Q1	$7.88K	Sell	267 -89	-25%	-$2.54K	﹤0.01%	166
2023 Q4	$10.3K	Buy	356 +3	+0.8%	+$82	0.01%	156
2023 Q3	$9.43K	Sell	353 -506	-59%	-$14.2K	0.01%	155
2023 Q2	$24K	Buy	859 +41	+5%	+$1.14K	0.02%	142
2023 Q1	$22.8K	Sell	818 -8,802	-91%	-$247K	0.02%	143
2022 Q4	$257K	Sell	9,620 -883	-8%	-$22.9K	0.22%	70
2022 Q3	$259K	Sell	10,503 -5,537	-35%	-$155K	0.24%	66
2022 Q2	$460K	Sell	16,040 -558	-3%	-$16.8K	0.42%	45
2022 Q1	$542K	Buy	16,598 +4,951	+43%	+$172K	0.43%	45
2021 Q4	$429K	Buy	+11,647	New	+$438K	0.35%	48

Other funds holding XSOE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Aspire Wealth Management's XSOE Position: Q3 2024 in Review

Aspire Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.4% in Q3 2024, selling an estimated $124 and leaving 161 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Aspire Wealth Management first reported a position in XSOE in Q4 2021 and has held it in 12 quarters since. The position peaked at $542K in Q1 2022. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

Aspire Wealth Management held 161 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.32K as of Q3 2024.
Aspire Wealth Management sold 4 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $124.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #179 holding.
Aspire Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $542K in Q1 2022.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.