Connors Investor Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Connors Investor Services’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	–	Sell	-75,552	Closed	-$1.86M	–	159
2022 Q3	$1.86M	Sell	75,552 -8,611	-10%	-$240K	0.24%	85
2022 Q2	$2.41M	Sell	84,163 -4,777	-5%	-$144K	0.3%	77
2022 Q1	$2.9M	Buy	88,940 +10,095	+13%	+$350K	0.3%	86
2021 Q4	$2.9M	Buy	78,845 +9,920	+14%	+$373K	0.29%	88
2021 Q3	$2.57M	Buy	68,925 +1,325	+2%	+$51.9K	0.27%	89
2021 Q2	$2.84M	Buy	67,600 +5,499	+9%	+$227K	0.3%	84
2021 Q1	$2.53M	Buy	+62,101	New	+$2.62M	0.29%	88

Other funds holding XSOE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIH

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

Connors Investor Services's XSOE Position: Q4 2022 in Review

Connors Investor Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022, closing a stake of 75,552 shares — an estimated $1.86M sold.

Connors Investor Services first reported a position in XSOE in Q1 2021 and held it in 7 quarters. The position peaked at $2.9M in Q1 2022. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

Connors Investor Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
Connors Investor Services sold 75,552 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $1.86M.
Connors Investor Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 7 quarters.
Connors Investor Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.9M 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 Connors Investor Services's 13F filing for Q4 2022, filed 15 Feb 2023.