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

Financial Management Professionals’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 Q3	–	Sell	-962	Closed	-$27K	–	1075
2023 Q2	$27K	Hold	962	–	–	﹤0.01%	359
2023 Q1	$27K	Hold	962	–	–	0.01%	368
2022 Q4	$26K	Hold	962	–	–	0.01%	333
2022 Q3	$24K	Hold	962	–	–	0.01%	325
2022 Q2	$28K	Hold	962	–	–	0.01%	306
2022 Q1	$31K	Hold	962	–	–	0.01%	281
2021 Q4	$35K	Sell	962 -962	-50%	-$36.2K	0.01%	270
2021 Q3	$72K	Buy	+1,924	New	+$75.4K	0.02%	211

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Financial Management Professionals's XSOE Position: Q3 2023 in Review

Financial Management Professionals sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2023, closing a stake of 962 shares — an estimated $27K sold.

Financial Management Professionals first reported a position in XSOE in Q3 2021 and held it in 8 quarters. The position peaked at $72K in Q3 2021. 233 funds tracked by Wall St. Rank hold XSOE as of Q3 2023.

Financial Management Professionals reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 962 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $27K.
Financial Management Professionals first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2021 and held it in 8 quarters.
Financial Management Professionals's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $72K in Q3 2021.
233 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.