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

Firethorn Wealth Partners’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 Q2	–	Sell	-36,816	Closed	-$1.2M	–	146
2022 Q1	$1.2M	Buy	36,816 +9,049	+33%	+$314K	0.91%	22
2021 Q4	$1.02M	Buy	+27,767	New	+$1.04M	0.77%	27
2021 Q2	$1.87M	Buy	44,419 +4,266	+11%	+$176K	1.56%	15
2021 Q1	$1.63M	Sell	40,153 -1,958	-5%	-$82.7K	1.52%	14
2020 Q4	$1.67M	Buy	+42,111	New	+$1.55M	1.81%	13

Other funds holding XSOE

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Firethorn Wealth Partners's XSOE Position: Q2 2022 in Review

Firethorn Wealth Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 36,816 shares — an estimated $1.2M sold.

Firethorn Wealth Partners first reported a position in XSOE in Q4 2020 and held it in 5 quarters. The position peaked at $1.87M in Q2 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

Firethorn Wealth Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
Firethorn Wealth Partners sold 36,816 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $1.2M.
Firethorn Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 5 quarters.
Firethorn Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.87M in Q2 2021.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Firethorn Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.