Capstone Triton Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Capstone Triton Financial Group’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 Q4	–	Sell	-13,591	Closed	-$335K	–	108
2022 Q3	$335K	Buy	13,591 +780	+6%	+$21.8K	0.29%	76
2022 Q2	$366K	Sell	12,811 -18,902	-60%	-$569K	0.28%	76
2022 Q1	$947K	Sell	31,713 -764	-2%	-$26.5K	0.66%	46
2021 Q4	$1.2M	Buy	32,477 +6,691	+26%	+$251K	2.42%	5
2021 Q3	$1M	Buy	25,786 +6,299	+32%	+$247K	0.6%	43
2021 Q2	$820K	Buy	19,487 +2,107	+12%	+$87.1K	0.5%	48
2021 Q1	$707K	Buy	17,380 +318	+2%	+$13.4K	0.47%	49
2020 Q4	$677K	Buy	+17,062	New	+$627K	0.41%	49

Other funds holding XSOE

HIIFS

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

OMC

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

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

MIH

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

Capstone Triton Financial Group's XSOE Position: Q4 2022 in Review

Capstone Triton Financial Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022, closing a stake of 13,591 shares — an estimated $335K sold.

Capstone Triton Financial Group first reported a position in XSOE in Q4 2020 and held it in 8 quarters. The position peaked at $1.2M in Q4 2021. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

Capstone Triton Financial Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
Capstone Triton Financial Group sold 13,591 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $335K.
Capstone Triton Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 8 quarters.
Capstone Triton Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.2M in Q4 2021.
246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Capstone Triton Financial Group's 13F filing for Q4 2022, filed 17 Jan 2023.