Brown Brothers Harriman & Co’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Brown Brothers Harriman & Co’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 Q2	–	Sell	-72	Closed	-$2K	–	1430
2022 Q1	$2K	Hold	72	–	–	﹤0.01%	1204
2021 Q4	$3K	Hold	72	–	–	﹤0.01%	1053
2021 Q3	$3K	Sell	72 -1,340	-95%	-$52.5K	﹤0.01%	1053
2021 Q2	$59K	Hold	1,412	–	–	﹤0.01%	644
2021 Q1	$57K	Hold	1,412	–	–	﹤0.01%	623
2020 Q4	$56K	Buy	+1,412	New	+$51.9K	﹤0.01%	650

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brown Brothers Harriman & Co's XSOE Position: Q2 2022 in Review

Brown Brothers Harriman & Co sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 72 shares — an estimated $2K sold.

Brown Brothers Harriman & Co first reported a position in XSOE in Q4 2020 and held it in 6 quarters. The position peaked at $59K in Q2 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

Brown Brothers Harriman & Co reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
Brown Brothers Harriman & Co sold 72 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $2K.
Brown Brothers Harriman & Co first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 6 quarters.
Brown Brothers Harriman & Co's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $59K in Q2 2021.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2022, filed 11 Aug 2022.