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

Birchcreek 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
Q1 		– Sell
-700
Closed -$27K – 309
2020
Q4 		$27K Buy
+700
New +$25.7K 0.03% 289

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Birchcreek Wealth Management's XSOE Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2021, closing a stake of 700 shares — an estimated $27K sold.

Birchcreek Wealth Management first reported a position in XSOE in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 305 funds tracked by Wall St. Rank hold XSOE as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 700 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2021, an estimated $27K.
  • Birchcreek Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $27K in Q4 2020.
  • 305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.