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First Allied Advisory Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

First Allied Advisory Services’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
2019
Q4 		– Sell
-1,924
Closed -$53K – 1625
2019
Q3 		$53K Buy
+1,924
New +$53.9K ﹤0.01% 1344

Other funds holding XSOE

Morgan Stanley
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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

First Allied Advisory Services's XSOE Position: Q4 2019 in Review

First Allied Advisory Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2019, closing a stake of 1,924 shares — an estimated $53K sold.

First Allied Advisory Services first reported a position in XSOE in Q3 2019 and held it in 1 quarter. The position peaked at $53K in Q3 2019. 68 funds tracked by Wall St. Rank hold XSOE as of Q4 2019.

  • First Allied Advisory Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2019 after selling out during the quarter.
  • First Allied Advisory Services sold 1,924 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2019, an estimated $53K.
  • First Allied Advisory Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2019 and held it in 1 quarter.
  • First Allied Advisory Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $53K in Q3 2019.
  • 68 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.