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

Cedar 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
2022 Q4	–	Sell	-24	Closed	-$1K	–	344
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	332
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	340
2022 Q1	$1K	Sell	24 -4,931	-100%	-$171K	﹤0.01%	372
2021 Q4	$183K	Buy	4,955 +1	+0%	+$38	0.07%	127
2021 Q3	$185K	Buy	4,954 +3	+0.1%	+$118	0.08%	109
2021 Q2	$208K	Buy	4,951 +24	+0.5%	+$992	0.09%	107
2021 Q1	$200K	Buy	4,927 +3	+0.1%	+$127	0.1%	100
2020 Q4	$195K	Sell	4,924 -325	-6%	-$11.9K	0.1%	92
2020 Q3	$177K	Buy	5,249 +20	+0.4%	+$664	0.11%	89
2020 Q2	$156K	Buy	5,229 +15	+0.3%	+$410	0.11%	91
2020 Q1	$127K	Buy	+5,214	New	+$152K	0.09%	97

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

Cedar Wealth Management's XSOE Position: Q4 2022 in Review

Cedar Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022, closing a stake of 24 shares — an estimated $1K sold.

Cedar Wealth Management first reported a position in XSOE in Q1 2020 and held it in 11 quarters. The position peaked at $208K in Q2 2021. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

Cedar Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
Cedar Wealth Management sold 24 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $1K.
Cedar Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and held it in 11 quarters.
Cedar Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $208K in Q2 2021.
246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.