Estate Counselors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Estate Counselors’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	-151,250	Closed	-$4.04M	–	176
2022 Q4	$4.04M	Sell	151,250 -2,850	-2%	-$74K	0.56%	46
2022 Q3	$3.79M	Sell	154,100 -63,650	-29%	-$1.78M	0.59%	40
2022 Q2	$6.25M	Buy	217,750 +30,200	+16%	+$909K	0.93%	36
2022 Q1	$6.13M	Sell	187,550 -45,000	-19%	-$1.56M	0.8%	38
2021 Q4	$8.57M	Hold	232,550	–	–	1.04%	32
2021 Q3	$8.68M	Hold	232,550	–	–	1.09%	28
2021 Q2	$9.78M	Buy	232,550 +47,650	+26%	+$1.97M	1.28%	28
2021 Q1	$7.52M	Hold	184,900	–	–	1.1%	33
2020 Q4	$7.33M	Sell	184,900 -68,450	-27%	-$2.52M	1.1%	32
2020 Q3	$8.53M	Hold	253,350	–	–	1.32%	28
2020 Q2	$7.58M	Buy	253,350 +6,550	+3%	+$179K	1.21%	27
2020 Q1	$6.03M	Buy	+246,800	New	+$7.19M	0.99%	37

Other funds holding XSOE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Estate Counselors's XSOE Position: Q1 2023 in Review

Estate Counselors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2023, closing a stake of 151,250 shares — an estimated $4.04M sold.

Estate Counselors first reported a position in XSOE in Q1 2020 and held it in 12 quarters. The position peaked at $9.78M in Q2 2021. 248 funds tracked by Wall St. Rank hold XSOE as of Q1 2023.

Estate Counselors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2023 after selling out during the quarter.
Estate Counselors sold 151,250 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2023, an estimated $4.04M.
Estate Counselors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and held it in 12 quarters.
Estate Counselors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $9.78M in Q2 2021.
248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.