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

Cahill Financial Advisors’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 Q3	–	Sell	-9,083	Closed	-$261K	–	222
2022 Q2	$261K	Sell	9,083 -1,408	-13%	-$42.4K	0.06%	186
2022 Q1	$343K	Sell	10,491 -6,856	-40%	-$238K	0.06%	178
2021 Q4	$639K	Buy	17,347 +1,865	+12%	+$70.1K	0.12%	147
2021 Q3	$578K	Buy	15,482 +801	+5%	+$31.4K	0.12%	147
2021 Q2	$618K	Buy	14,681 +4,584	+45%	+$189K	0.14%	130
2021 Q1	$411K	Buy	+10,097	New	+$427K	0.1%	150

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

MIFH

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

LPL Financial San Diego, California $445B AUM 25.58% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Cahill Financial Advisors's XSOE Position: Q3 2022 in Review

Cahill Financial Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2022, closing a stake of 9,083 shares — an estimated $261K sold.

Cahill Financial Advisors first reported a position in XSOE in Q1 2021 and held it in 6 quarters. The position peaked at $639K in Q4 2021. 247 funds tracked by Wall St. Rank hold XSOE as of Q3 2022.

Cahill Financial Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2022 after selling out during the quarter.
Cahill Financial Advisors sold 9,083 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $261K.
Cahill Financial Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 6 quarters.
Cahill Financial Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $639K in Q4 2021.
247 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2022.

Based on Cahill Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.