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

Claraphi Advisory Network’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 		$1.63M Buy
61,228
+1,817
+3% +$47.2K 0.65% 44
2022
Q3 		$1.46M Sell
59,411
-34,541
-37% -$964K 0.79% 26
2022
Q2 		$2.69M Sell
93,952
-30,051
-24% -$905K 0.95% 16
2022
Q1 		$4.05M Buy
+124,003
New +$4.3M 1.17% 15

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Claraphi Advisory Network's XSOE Position: Q4 2022 in Review

Claraphi Advisory Network increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.1% in Q4 2022, buying an estimated $47.2K and bringing the position to 61,228 shares worth $1.63M. The position accounts for 0.65% of the portfolio, ranked #44.

Claraphi Advisory Network first reported a position in XSOE in Q1 2022 and has held it in 4 quarters since. The position peaked at $4.05M in Q1 2022. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

  • Claraphi Advisory Network held 61,228 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.63M as of Q4 2022.
  • Claraphi Advisory Network bought 1,817 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $47.2K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.65% of Claraphi Advisory Network's portfolio in Q4 2022, its #44 holding.
  • Claraphi Advisory Network first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and has held it in 4 quarters since.
  • Claraphi Advisory Network's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4.05M in Q1 2022.
  • 246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.