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Certified Advisory Corp’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-714
Closed -$29K – 754
2021
Q1 		$29K Buy
+714
New +$30.2K 0.01% 431

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Certified Advisory Corp's XSOE Position: Q2 2021 in Review

Certified Advisory Corp sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2021, closing a stake of 714 shares — an estimated $29K sold.

Certified Advisory Corp first reported a position in XSOE in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 318 funds tracked by Wall St. Rank hold XSOE as of Q2 2021.

  • Certified Advisory Corp reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 714 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $29K.
  • Certified Advisory Corp first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 1 quarter.
  • Certified Advisory Corp's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $29K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.