BCWM
XSOE icon

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

Bartlett & Co 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
2021
Q4 		– Sell
-90
Closed -$3.36K – 908
2021
Q3 		$3.36K Buy
+90
New +$3.53K ﹤0.01% 815

Other funds holding XSOE

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bartlett & Co Wealth Management's XSOE Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2021, closing a stake of 90 shares — an estimated $3.36K sold.

Bartlett & Co Wealth Management first reported a position in XSOE in Q3 2021 and held it in 1 quarter. The position peaked at $3.36K in Q3 2021. 326 funds tracked by Wall St. Rank hold XSOE as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 90 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $3.36K.
  • Bartlett & Co Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.36K in Q3 2021.
  • 326 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.