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

Cordasco Financial 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
2020 Q2	–	Sell	-120	Closed	-$3K	–	522
2020 Q1	$3K	Hold	120	–	–	﹤0.01%	393
2019 Q4	$4K	Hold	120	–	–	﹤0.01%	388
2019 Q3	$3K	Hold	120	–	–	﹤0.01%	426
2019 Q2	$3K	Hold	120	–	–	﹤0.01%	419
2019 Q1	$3K	Hold	120	–	–	﹤0.01%	412
2018 Q4	$3K	Hold	120	–	–	﹤0.01%	349
2018 Q3	$3K	Buy	+120	New	+$3.47K	﹤0.01%	327

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return