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

Bulltick 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
2024
Q2 		– Sell
-293,691
Closed -$8.65M – 121
2024
Q1 		$8.65M Sell
293,691
-7,700
-3% -$219K 1.48% 21
2023
Q4 		$8.7M Sell
301,391
-9,105
-3% -$248K 1.98% 18
2023
Q3 		$8.28M Sell
310,496
-15,690
-5% -$441K 1.99% 19
2023
Q2 		$9.12M Sell
326,186
-940
-0.3% -$26K 2.02% 18
2023
Q1 		$9.11M Hold
327,126
– – 2.36% 14
2022
Q4 		$8.73M Hold
327,126
– – 2.48% 16
2022
Q3 		$8.05M Hold
327,126
– – 2.41% 17
2022
Q2 		$9.38M Hold
327,126
– – 2.51% 15
2022
Q1 		$10.7M Sell
327,126
-38,940
-11% -$1.35M 2.41% 14
2021
Q4 		$13.5M Sell
366,066
-4
-0% -$150 2.67% 11
2021
Q3 		$13.7M Sell
366,070
-1,840
-0.5% -$72.1K 3.1% 7
2021
Q2 		$15.5M Buy
367,910
+31,140
+9% +$1.29M 3.58% 4
2021
Q1 		$13.7M Hold
336,770
– – 3.8% 4
2020
Q4 		$13.4M Buy
+336,770
New +$12.4M 3.93% 4

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Bulltick Wealth Management's XSOE Position: Q2 2024 in Review

Bulltick Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 293,691 shares — an estimated $8.65M sold.

Bulltick Wealth Management first reported a position in XSOE in Q4 2020 and held it in 14 quarters. The position peaked at $15.5M in Q2 2021. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

  • Bulltick Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
  • Bulltick Wealth Management sold 293,691 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $8.65M.
  • Bulltick Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 14 quarters.
  • Bulltick Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $15.5M 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 Bulltick Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.