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

Cypress Wealth 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
2023 Q4	–	Sell	-57,623	Closed	-$1.54M	–	254
2023 Q3	$1.54M	Sell	57,623 -17,582	-23%	-$494K	0.43%	50
2023 Q2	$2.2M	Buy	75,205 +30,030	+66%	+$832K	0.58%	39
2023 Q1	$1.26M	Buy	+45,175	New	+$1.27M	0.37%	59
2022 Q4	–	Sell	-8,875	Closed	-$222K	–	239
2022 Q3	$222K	Buy	+8,875	New	+$248K	0.08%	203

Other funds holding XSOE

HIIFS

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MIH

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cypress Wealth Services's XSOE Position: Q4 2023 in Review

Cypress Wealth Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2023, closing a stake of 57,623 shares — an estimated $1.54M sold.

Cypress Wealth Services first reported a position in XSOE in Q3 2022 and held it in 4 quarters. The position peaked at $2.2M in Q2 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q4 2023.

Cypress Wealth Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2023 after selling out during the quarter.
Cypress Wealth Services sold 57,623 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2023, an estimated $1.54M.
Cypress Wealth Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2022 and held it in 4 quarters.
Cypress Wealth Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.2M in Q2 2023.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2023.

Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.