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

Boston Financial 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
2024
Q4 		$761K Sell
24,971
-7,069
-22% -$226K 0.02% 215
2024
Q3 		$1.06M Sell
32,040
-8,544
-21% -$265K 0.03% 187
2024
Q2 		$1.24M Sell
40,584
-14,281
-26% -$428K 0.04% 179
2024
Q1 		$1.62M Sell
54,865
-17,690
-24% -$504K 0.05% 158
2023
Q4 		$2.1M Sell
72,555
-69,112
-49% -$1.88M 0.07% 136
2023
Q3 		$3.78M Sell
141,667
-37,555
-21% -$1.06M 0.14% 103
2023
Q2 		$5.01M Sell
179,222
-62,186
-26% -$1.72M 0.18% 94
2023
Q1 		$6.72M Sell
241,408
-63,454
-21% -$1.78M 0.26% 79
2022
Q4 		$8.13M Sell
304,862
-55,816
-15% -$1.45M 0.33% 71
2022
Q3 		$8.88M Sell
360,678
-81,146
-18% -$2.27M 0.39% 66
2022
Q2 		$12.7M Sell
441,824
-14,567
-3% -$438K 0.55% 51
2022
Q1 		$14.9M Sell
456,391
-16,940
-4% -$588K 0.57% 52
2021
Q4 		$17.4M Sell
473,331
-36,732
-7% -$1.38M 0.63% 45
2021
Q3 		$19M Buy
510,063
+7,925
+2% +$311K 0.78% 44
2021
Q2 		$21.1M Buy
502,138
+12,842
+3% +$531K 0.85% 38
2021
Q1 		$19.9M Buy
489,296
+11,507
+2% +$486K 0.88% 37
2020
Q4 		$19M Buy
477,789
+26,408
+6% +$971K 0.86% 37
2020
Q3 		$15.2M Buy
451,381
+17,188
+4% +$571K 0.74% 38
2020
Q2 		$13M Buy
+434,193
New +$11.9M 0.7% 42

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Boston Financial Management's XSOE Position: Q4 2024 in Review

Boston Financial Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 22% in Q4 2024, selling an estimated $226K and leaving 24,971 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #215.

Boston Financial Management first reported a position in XSOE in Q2 2020 and has held it in 19 quarters since. The position peaked at $21.1M in Q2 2021. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

  • Boston Financial Management held 24,971 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $761K as of Q4 2024.
  • Boston Financial Management sold 7,069 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $226K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #215 holding.
  • Boston Financial Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 19 quarters since.
  • Boston Financial Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $21.1M in Q2 2021.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.