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Certuity’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Certuity’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
-1,000
Closed -$33K – 313
2022
Q1 		$33K Buy
+1,000
New +$34.7K 0.01% 298

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Certuity's XSOE Position: Q1 2024 in Review

Certuity sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2024, closing a stake of 7,930 shares — an estimated $229K sold.

Certuity first reported a position in XSOE in Q1 2022 and held it in 8 quarters. The position peaked at $1.34M in Q1 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2024.

  • Certuity reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
  • Certuity sold 7,930 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $229K.
  • Certuity first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 8 quarters.
  • Certuity's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.34M in Q1 2023.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2024.

Based on Certuity's 13F filing for Q1 2024, filed 15 May 2024.