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

Buckingham Strategic Wealth’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 Q2	$6.69M	Sell	218,351 -4,041	-2%	-$121K	0.07%	127
2024 Q1	$6.55M	Sell	222,392 -20,961	-9%	-$597K	0.07%	128
2023 Q4	$7.03M	Sell	243,353 -9,774	-4%	-$266K	0.08%	114
2023 Q3	$6.75M	Sell	253,127 -2,717	-1%	-$76.4K	0.1%	109
2023 Q2	$7.15M	Sell	255,844 -37,522	-13%	-$1.04M	0.1%	103
2023 Q1	$7.83M	Hold	293,366	–	–	0.14%	86
2022 Q4	$7.83M	Sell	293,366 -39,929	-12%	-$1.04M	0.14%	86
2022 Q3	$8.21M	Sell	333,295 -42,405	-11%	-$1.18M	0.17%	71
2022 Q2	$10.8M	Sell	375,700 -34,585	-8%	-$1.04M	0.21%	57
2022 Q1	$13.4M	Sell	410,285 -59,592	-13%	-$2.07M	0.26%	45
2021 Q4	$17.3M	Sell	469,877 -12,676	-3%	-$476K	0.33%	37
2021 Q3	$18M	Sell	482,553 -15,734	-3%	-$617K	0.37%	35
2021 Q2	$21M	Sell	498,287 -11,045	-2%	-$456K	0.51%	30
2021 Q1	$20.7M	Sell	509,332 -17,806	-3%	-$752K	1.02%	20
2020 Q4	$20.9M	Buy	+527,138	New	+$19.4M	1.1%	18

Other funds holding XSOE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Buckingham Strategic Wealth's XSOE Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.8% in Q2 2024, selling an estimated $121K and leaving 218,351 shares worth $6.69M. The position accounts for 0.07% of the portfolio, ranked #127.

Buckingham Strategic Wealth first reported a position in XSOE in Q4 2020 and has held it in 15 quarters since. The position peaked at $21M in Q2 2021. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

Buckingham Strategic Wealth held 218,351 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $6.69M as of Q2 2024.
Buckingham Strategic Wealth sold 4,041 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $121K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.07% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #127 holding.
Buckingham Strategic Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 15 quarters since.
Buckingham Strategic Wealth's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $21M in Q2 2021.
228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.