Ayalon Insurance Company’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Ayalon Insurance Company’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	-2,165	Closed	-$64K	–	67
2024 Q1	$64K	Hold	2,165	–	–	0.02%	63
2023 Q4	$63K	Hold	2,165	–	–	0.02%	69
2023 Q3	$58K	Hold	2,165	–	–	0.02%	78
2023 Q2	$61K	Sell	2,165 -463	-18%	-$12.8K	0.03%	79
2023 Q1	$73K	Hold	2,628	–	–	0.03%	80
2022 Q4	$70K	Hold	2,628	–	–	0.03%	88
2022 Q3	$65K	Hold	2,628	–	–	0.03%	89
2022 Q2	$75K	Hold	2,628	–	–	0.04%	82
2022 Q1	$86K	Sell	2,628 -750	-22%	-$26K	0.03%	119
2021 Q4	$124K	Sell	3,378 -87	-3%	-$3.27K	0.04%	106
2021 Q3	$129K	Sell	3,465 -21,800	-86%	-$854K	0.05%	107
2021 Q2	$1.06M	Buy	25,265 +8,079	+47%	+$334K	0.35%	67
2021 Q1	$708K	Buy	17,186 +7,860	+84%	+$332K	0.28%	69
2020 Q4	$370K	Buy	+9,326	New	+$343K	0.17%	72

Other funds holding XSOE

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

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

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

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

Ayalon Insurance Company's XSOE Position: Q2 2024 in Review

Ayalon Insurance Company sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 2,165 shares — an estimated $64K sold.

Ayalon Insurance Company first reported a position in XSOE in Q4 2020 and held it in 14 quarters. The position peaked at $1.06M in Q2 2021. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

Ayalon Insurance Company reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
Ayalon Insurance Company sold 2,165 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $64K.
Ayalon Insurance Company first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 14 quarters.
Ayalon Insurance Company's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.06M in Q2 2021.
228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Ayalon Insurance Company's 13F filing for Q2 2024, filed 23 Jul 2024.