Creative Planning’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Creative Planning’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 Q3	–	Sell	-7,682	Closed	-$220K	–	2460
2022 Q2	$220K	Sell	7,682 -1,725	-18%	-$51.9K	﹤0.01%	1823
2022 Q1	$307K	Sell	9,407 -251	-3%	-$8.71K	﹤0.01%	1628
2021 Q4	$356K	Buy	9,658 +1,026	+12%	+$38.6K	﹤0.01%	1510
2021 Q3	$322K	Sell	8,632 -4,528	-34%	-$177K	﹤0.01%	1544
2021 Q2	$554K	Buy	13,160 +176	+1%	+$7.27K	﹤0.01%	1219
2021 Q1	$528K	Buy	+12,984	New	+$548K	﹤0.01%	1407
2017 Q1	–	Sell	-500	Closed	-$11K	–	4936
2016 Q4	$11K	Hold	500	–	–	﹤0.01%	3508
2016 Q3	$12K	Hold	500	–	–	﹤0.01%	3412
2016 Q2	$10K	Hold	500	–	–	﹤0.01%	3260
2016 Q1	$10K	Hold	500	–	–	﹤0.01%	3245
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	3319
2015 Q3	$10K	Buy	+500	New	+$10.7K	﹤0.01%	3221

Other funds holding XSOE

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

MIH

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

OMC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's XSOE Position: Q3 2022 in Review

Creative Planning sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2022, closing a stake of 7,682 shares — an estimated $220K sold.

Creative Planning first reported a position in XSOE in Q3 2015 and held it in 12 quarters. The position peaked at $554K in Q2 2021. 247 funds tracked by Wall St. Rank hold XSOE as of Q3 2022.

Creative Planning reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 7,682 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $220K.
Creative Planning first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2015 and held it in 12 quarters.
Creative Planning's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $554K in Q2 2021.
247 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.