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Ellevest Inc’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Ellevest Inc’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
2020
Q2 		– Sell
-2
Closed – – 1362
2020
Q1 		$0 Buy
+2
New +$58 ﹤0.01% 1327

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GBBWRPM
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MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Ellevest Inc's XSOE Position: Q2 2020 in Review

Ellevest Inc sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2020, closing a stake of 2 shares.

Ellevest Inc first reported a position in XSOE in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 122 funds tracked by Wall St. Rank hold XSOE as of Q2 2020.

  • Ellevest Inc reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2020 after selling out during the quarter.
  • Ellevest Inc sold 2 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2020.
  • Ellevest Inc first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and held it in 1 quarter.
  • Ellevest Inc's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $0 in Q1 2020.
  • 122 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.