Coulter & Justus Financial Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Coulter & Justus Financial 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 Q1	–	Sell	-23,188	Closed	-$854K	–	55
2021 Q4	$854K	Buy	+23,188	New	+$871K	0.67%	27

Other funds holding XSOE

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

HIIFS

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

Jane Street New York $1.21T AUM 78.12% 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

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

MIH

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

OMC

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

Coulter & Justus Financial Services's XSOE Position: Q1 2022 in Review

Coulter & Justus Financial Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 23,188 shares — an estimated $854K sold.

Coulter & Justus Financial Services first reported a position in XSOE in Q4 2021 and held it in 1 quarter. The position peaked at $854K in Q4 2021. 316 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

Coulter & Justus Financial Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Coulter & Justus Financial Services sold 23,188 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $854K.
Coulter & Justus Financial Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 1 quarter.
Coulter & Justus Financial Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $854K in Q4 2021.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2022, filed 6 May 2022.