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

BlackDiamond 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
2022
Q1 		– Sell
-31,520
Closed -$1.16M – 126
2021
Q4 		$1.16M Buy
+31,520
New +$1.18M 1.33% 21

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BlackDiamond Wealth Management's XSOE Position: Q1 2022 in Review

BlackDiamond Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 31,520 shares — an estimated $1.16M sold.

BlackDiamond Wealth Management first reported a position in XSOE in Q4 2021 and held it in 1 quarter. The position peaked at $1.16M in Q4 2021. 317 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

  • BlackDiamond Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 31,520 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $1.16M.
  • BlackDiamond Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 1 quarter.
  • BlackDiamond Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.16M in Q4 2021.
  • 317 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.