Caliber Wealth Management (Utah)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Caliber Wealth Management (Utah)’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
2021 Q4	–	Sell	-28,397	Closed	-$1.09M	–	78
2021 Q3	$1.09M	Buy	28,397 +2,365	+9%	+$92.7K	0.77%	58
2021 Q2	$1.09M	Buy	26,032 +9,683	+59%	+$400K	0.78%	53
2021 Q1	$665K	Buy	16,349 +1,976	+14%	+$83.5K	0.48%	60
2020 Q4	$570K	Buy	+14,373	New	+$528K	0.56%	56

Other funds holding XSOE

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

MIFH

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

MIH

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Caliber Wealth Management (Utah)'s XSOE Position: Q4 2021 in Review

Caliber Wealth Management (Utah) sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2021, closing a stake of 28,397 shares — an estimated $1.09M sold.

Caliber Wealth Management (Utah) first reported a position in XSOE in Q4 2020 and held it in 4 quarters. The position peaked at $1.09M in Q2 2021. 326 funds tracked by Wall St. Rank hold XSOE as of Q4 2021.

Caliber Wealth Management (Utah) reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2021 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 28,397 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $1.09M.
Caliber Wealth Management (Utah) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 4 quarters.
Caliber Wealth Management (Utah)'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.09M in Q2 2021.
326 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2021, filed 20 Jan 2022.