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Crewe Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Crewe Advisors’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
2023
Q1 		– Sell
-26
Closed -$694 – 1047
2022
Q4 		$694 Hold
26
– – ﹤0.01% 953
2022
Q3 		$1K Hold
26
– – ﹤0.01% 1223
2022
Q2 		$1K Hold
26
– – ﹤0.01% 1116
2022
Q1 		$1K Buy
+26
New +$902 ﹤0.01% 473

Other funds holding XSOE

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crewe Advisors's XSOE Position: Q1 2023 in Review

Crewe Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2023, closing a stake of 26 shares — an estimated $694 sold.

Crewe Advisors first reported a position in XSOE in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 248 funds tracked by Wall St. Rank hold XSOE as of Q1 2023.

  • Crewe Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 26 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2023, an estimated $694.
  • Crewe Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 4 quarters.
  • Crewe Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1K in Q3 2022.
  • 248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.