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

EPG Wealth Management’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
2024 Q2	–	Sell	-10	Closed	-$300	–	443
2024 Q1	$295	Hold	10	–	–	﹤0.01%	443
2023 Q4	$280	Buy	+10	New	+$272	﹤0.01%	422
2023 Q3	–	Sell	-21	Closed	-$587	–	438
2023 Q2	$587	Buy	+21	New	+$582	﹤0.01%	407
2022 Q1	–	Sell	-114	Closed	-$4K	–	439
2021 Q4	$4K	Hold	114	–	–	﹤0.01%	381
2021 Q3	$4K	Buy	+114	New	+$4.47K	﹤0.01%	357

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

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

OIA

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

MIH

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

OMC

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

EPG Wealth Management's XSOE Position: Q2 2024 in Review

EPG Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 10 shares — an estimated $300 sold.

EPG Wealth Management first reported a position in XSOE in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

EPG Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 10 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $300.
EPG Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2021 and held it in 5 quarters.
EPG Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4K in Q4 2021.
228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.