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

Bessemer Group’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 Q3	–	Sell	-961	Closed	-$29K	–	2717
2024 Q2	$29K	Buy	+961	New	+$28.8K	﹤0.01%	1345
2022 Q4	–	Sell	-1,750	Closed	-$43K	–	2173
2022 Q3	$43K	Hold	1,750	–	–	﹤0.01%	1204
2022 Q2	$50K	Hold	1,750	–	–	﹤0.01%	1100
2022 Q1	$57K	Buy	+1,750	New	+$60.7K	﹤0.01%	1055

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Bessemer Group's XSOE Position: Q3 2024 in Review

Bessemer Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024, closing a stake of 961 shares — an estimated $29K sold.

Bessemer Group first reported a position in XSOE in Q1 2022 and held it in 4 quarters. The position peaked at $57K in Q1 2022. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

Bessemer Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
Bessemer Group sold 961 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $29K.
Bessemer Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 4 quarters.
Bessemer Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $57K in Q1 2022.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.