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

Element Wealth’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
Q4 		– Sell
-7,670
Closed -$189K – 221
2022
Q3 		$189K Buy
7,670
+46
+0.6% +$1.28K 0.17% 102
2022
Q2 		$219K Sell
7,624
-2,436
-24% -$73.3K 0.22% 94
2022
Q1 		$329K Buy
+10,060
New +$349K 0.27% 73

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Element Wealth's XSOE Position: Q4 2022 in Review

Element Wealth sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022, closing a stake of 7,670 shares — an estimated $189K sold.

Element Wealth first reported a position in XSOE in Q1 2022 and held it in 3 quarters. The position peaked at $329K in Q1 2022. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

  • Element Wealth reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
  • Element Wealth sold 7,670 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $189K.
  • Element Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 3 quarters.
  • Element Wealth's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $329K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Element Wealth's 13F filing for Q4 2022, filed 17 Jan 2023.