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

Baystate 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
2023 Q1	–	Sell	-8	Closed	–	–	1086
2022 Q4	$0	Hold	8	–	–	﹤0.01%	993
2022 Q3	$0	Sell	8 -30	-79%	-$837	﹤0.01%	952
2022 Q2	$1K	Sell	38 -3,156	-99%	-$95K	﹤0.01%	887
2022 Q1	$104K	Buy	3,194 +2,549	+395%	+$88.5K	0.01%	243
2021 Q4	$24K	Sell	645 -224	-26%	-$8.42K	﹤0.01%	444
2021 Q3	$32K	Buy	869 +718	+475%	+$28.1K	﹤0.01%	348
2021 Q2	$6K	Hold	151	–	–	﹤0.01%	566
2021 Q1	$6K	Buy	+151	New	+$6.38K	﹤0.01%	512

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

MIH

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baystate Wealth Management's XSOE Position: Q1 2023 in Review

Baystate Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2023, closing a stake of 8 shares.

Baystate Wealth Management first reported a position in XSOE in Q1 2021 and held it in 8 quarters. The position peaked at $104K in Q1 2022. 248 funds tracked by Wall St. Rank hold XSOE as of Q1 2023.

Baystate Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2023 after selling out during the quarter.
Baystate Wealth Management sold 8 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2023.
Baystate Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 8 quarters.
Baystate Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $104K in Q1 2022.
248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.