Benjamin Edwards Inc’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Benjamin Edwards Inc’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
2022 Q2	–	Sell	-2,523	Closed	-$82K	–	751
2022 Q1	$82K	Sell	2,523 -1,288	-34%	-$44.7K	0.02%	395
2021 Q4	$140K	Sell	3,811 -65	-2%	-$2.44K	0.05%	304
2021 Q3	$145K	Buy	3,876 +345	+10%	+$13.5K	0.09%	203
2021 Q2	$149K	Buy	+3,531	New	+$146K	0.1%	185

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Benjamin Edwards Inc's XSOE Position: Q2 2022 in Review

Benjamin Edwards Inc sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 2,523 shares — an estimated $82K sold.

Benjamin Edwards Inc first reported a position in XSOE in Q2 2021 and held it in 4 quarters. The position peaked at $149K in Q2 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

Benjamin Edwards Inc reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
Benjamin Edwards Inc sold 2,523 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $82K.
Benjamin Edwards Inc first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 4 quarters.
Benjamin Edwards Inc's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $149K in Q2 2021.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Benjamin Edwards Inc's 13F filing for Q2 2022, filed 12 Aug 2022.