CPA
XSOE icon

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

Capital Planning 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
Q2 		– Sell
-17,861
Closed -$583K – 171
2022
Q1 		$583K Buy
17,861
+311
+2% +$10.8K 0.12% 98
2021
Q4 		$647K Buy
17,550
+376
+2% +$14.1K 0.12% 99
2021
Q3 		$641K Buy
17,174
+1,161
+7% +$45.5K 0.13% 94
2021
Q2 		$674K Buy
+16,013
New +$662K 0.14% 94

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
CI
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Planning Advisors's XSOE Position: Q2 2022 in Review

Capital Planning Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 17,861 shares — an estimated $583K sold.

Capital Planning Advisors first reported a position in XSOE in Q2 2021 and held it in 4 quarters. The position peaked at $674K in Q2 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

  • Capital Planning Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 17,861 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $583K.
  • Capital Planning Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 4 quarters.
  • Capital Planning Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $674K 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 Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.