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	–	345
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return