Bensler’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Bensler’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 Q4	–	Sell	-11,095	Closed	-$296K	–	166
2023 Q3	$296K	Buy	11,095 +419	+4%	+$11.8K	0.06%	123
2023 Q2	$298K	Sell	10,676 -20	-0.2%	-$554	0.06%	127
2023 Q1	$298K	Buy	10,696 +656	+7%	+$18.4K	0.06%	120
2022 Q4	$268K	Buy	+10,040	New	+$261K	0.06%	131

Other funds holding XSOE

HIIFS

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bensler's XSOE Position: Q4 2023 in Review

Bensler sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2023, closing a stake of 11,095 shares — an estimated $296K sold.

Bensler first reported a position in XSOE in Q4 2022 and held it in 4 quarters. The position peaked at $298K in Q2 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q4 2023.

Bensler reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2023 after selling out during the quarter.
Bensler sold 11,095 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2023, an estimated $296K.
Bensler first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and held it in 4 quarters.
Bensler's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $298K in Q2 2023.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2023.

Based on Bensler's 13F filing for Q4 2023, filed 22 Jan 2024.