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

Baldwin Wealth Partners’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
Q4 		– Sell
-33,880
Closed -$1.12M – 1059
2024
Q3 		$1.12M Buy
+33,880
New +$1.05M 0.08% 121

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baldwin Wealth Partners's XSOE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2024, closing a stake of 33,880 shares — an estimated $1.12M sold.

Baldwin Wealth Partners first reported a position in XSOE in Q3 2024 and held it in 1 quarter. The position peaked at $1.12M in Q3 2024. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 33,880 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $1.12M.
  • Baldwin Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.12M in Q3 2024.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.