Clark Capital Management Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Clark Capital Management Group’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	-34,941	Closed	-$1.14M	–	410
2022 Q1	$1.14M	Buy	+34,941	New	+$1.21M	0.01%	264
2021 Q4	–	Sell	-60,607	Closed	-$2.26M	–	385
2021 Q3	$2.26M	Sell	60,607 -39,845	-40%	-$1.56M	0.03%	216
2021 Q2	$4.23M	Sell	100,452 -134,808	-57%	-$5.57M	0.06%	186
2021 Q1	$9.57M	Sell	235,260 -73,957	-24%	-$3.12M	0.15%	159
2020 Q4	$12.3M	Buy	309,217 +112,288	+57%	+$4.13M	0.2%	155
2020 Q3	$6.63M	Buy	196,929 +89,414	+83%	+$2.97M	0.13%	159
2020 Q2	$3.22M	Sell	107,515 -550	-0.5%	-$15K	0.06%	169
2020 Q1	$2.64M	Buy	108,065 +54,518	+102%	+$1.59M	0.07%	154
2019 Q4	$1.67M	Sell	53,547 -3,487	-6%	-$102K	0.04%	200
2019 Q3	$1.58M	Sell	57,034 -583	-1%	-$16.3K	0.04%	196
2019 Q2	$1.66M	Buy	+57,617	New	+$1.65M	0.04%	192

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clark Capital Management Group's XSOE Position: Q2 2022 in Review

Clark Capital Management Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 34,941 shares — an estimated $1.14M sold.

Clark Capital Management Group first reported a position in XSOE in Q2 2019 and held it in 11 quarters. The position peaked at $12.3M in Q4 2020. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

Clark Capital Management Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
Clark Capital Management Group sold 34,941 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $1.14M.
Clark Capital Management Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2019 and held it in 11 quarters.
Clark Capital Management Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $12.3M in Q4 2020.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Clark Capital Management Group's 13F filing for Q2 2022, filed 15 Aug 2022.