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

Coyle Financial Counsel’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	-52,556	Closed	-$1.94M	–	74
2021 Q4	$1.94M	Sell	52,556 -173,244	-77%	-$6.51M	1.14%	24
2021 Q3	$8.43M	Buy	225,800 +5,425	+2%	+$213K	4.93%	4
2021 Q2	$9.27M	Buy	220,375 +18,509	+9%	+$765K	5.56%	3
2021 Q1	$8.21M	Buy	201,866 +20,045	+11%	+$847K	5.69%	3
2020 Q4	$7.21M	Sell	181,821 -1,272	-0.7%	-$46.8K	5.29%	4
2020 Q3	$6.17M	Buy	183,093 +139	+0.1%	+$4.62K	5.16%	4
2020 Q2	$5.47M	Buy	182,954 +301	+0.2%	+$8.23K	5.06%	5
2020 Q1	$4.46M	Buy	+182,653	New	+$5.32M	5.57%	5

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 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 $777B AUM 61.18% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Coyle Financial Counsel's XSOE Position: Q1 2022 in Review

Coyle Financial Counsel sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 52,556 shares — an estimated $1.94M sold.

Coyle Financial Counsel first reported a position in XSOE in Q1 2020 and held it in 8 quarters. The position peaked at $9.27M in Q2 2021. 317 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

Coyle Financial Counsel reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Coyle Financial Counsel sold 52,556 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $1.94M.
Coyle Financial Counsel first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and held it in 8 quarters.
Coyle Financial Counsel's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $9.27M in Q2 2021.
317 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Coyle Financial Counsel's 13F filing for Q1 2022, filed 9 May 2022.