CWM
XSOE icon

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

Cornerstone Wealth Management’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
2021
Q3 		– Sell
-26,137
Closed -$1.1M – 492
2021
Q2 		$1.1M Buy
26,137
+11,431
+78% +$472K 0.12% 172
2021
Q1 		$598K Buy
+14,706
New +$621K 0.07% 245

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cornerstone Wealth Management's XSOE Position: Q3 2021 in Review

Cornerstone Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2021, closing a stake of 26,137 shares — an estimated $1.1M sold.

Cornerstone Wealth Management first reported a position in XSOE in Q1 2021 and held it in 2 quarters. The position peaked at $1.1M in Q2 2021. 307 funds tracked by Wall St. Rank hold XSOE as of Q3 2021.

  • Cornerstone Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 26,137 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $1.1M.
  • Cornerstone Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.1M in Q2 2021.
  • 307 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2021.

Based on Cornerstone Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.