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

Bouchey Financial 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
2020 Q2	–	Sell	-632,137	Closed	-$15.4M	–	75
2020 Q1	$15.4M	Buy	632,137 +277,405	+78%	+$8.08M	4.1%	9
2019 Q4	$11.1M	Sell	354,732 -14,621	-4%	-$428K	2.53%	13
2019 Q3	$10.2M	Buy	369,353 +6,496	+2%	+$182K	2.44%	13
2019 Q2	$10.5M	Buy	362,857 +103,392	+40%	+$2.95M	2.56%	12
2019 Q1	$7.48M	Sell	259,465 -1,540	-0.6%	-$42.8K	1.87%	18
2018 Q4	$6.67M	Sell	261,005 -105,626	-29%	-$2.75M	1.9%	17
2018 Q3	$10.4M	Sell	366,631 -20,448	-5%	-$592K	2.54%	16
2018 Q2	$11.4M	Buy	387,079 +26,779	+7%	+$836K	3.08%	13
2018 Q1	$11.7M	Buy	+360,300	New	+$12M	3.34%	12

Other funds holding XSOE

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Bouchey Financial Group's XSOE Position: Q2 2020 in Review

Bouchey Financial Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2020, closing a stake of 632,137 shares — an estimated $15.4M sold.

Bouchey Financial Group first reported a position in XSOE in Q1 2018 and held it in 9 quarters. The position peaked at $15.4M in Q1 2020. 122 funds tracked by Wall St. Rank hold XSOE as of Q2 2020.

Bouchey Financial Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2020 after selling out during the quarter.
Bouchey Financial Group sold 632,137 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2020, an estimated $15.4M.
Bouchey Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and held it in 9 quarters.
Bouchey Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $15.4M in Q1 2020.
122 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2020.

Based on Bouchey Financial Group's 13F filing for Q2 2020, filed 28 Jul 2020.