CWA
XSOE icon

Clearview Wealth Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-1,268
Closed -$35.4K – 664
2023
Q2 		$35.4K Buy
1,268
+8
+0.6% +$222 0.04% 216
2023
Q1 		$35.1K Sell
1,260
-719
-36% -$20.2K 0.04% 217
2022
Q4 		$52.8K Sell
1,979
-3,801
-66% -$98.7K 0.04% 166
2022
Q3 		$142K Sell
5,780
-1,773
-23% -$49.5K 0.11% 93
2022
Q2 		$217K Sell
7,553
-66,551
-90% -$2M 0.16% 82
2022
Q1 		$2.42M Buy
74,104
+20,987
+40% +$728K 1.59% 11
2021
Q4 		$1.96M Sell
53,117
-12,590
-19% -$473K 1.19% 18
2021
Q3 		$2.45M Sell
65,707
-25,810
-28% -$1.01M 1.55% 13
2021
Q2 		$3.85M Buy
91,517
+3,340
+4% +$138K 2.38% 7
2021
Q1 		$3.59M Sell
88,177
-10,769
-11% -$455K 2.33% 7
2020
Q4 		$3.92M Buy
+98,946
New +$3.64M 2.64% 8

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's XSOE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2023, closing a stake of 1,268 shares — an estimated $35.4K sold.

Clearview Wealth Advisors first reported a position in XSOE in Q4 2020 and held it in 11 quarters. The position peaked at $3.92M in Q4 2020. 233 funds tracked by Wall St. Rank hold XSOE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,268 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $35.4K.
  • Clearview Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.92M in Q4 2020.
  • 233 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.