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

First Command 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
2023
Q2 		– Sell
-25
Closed -$696 – 185
2023
Q1 		$696 Buy
+25
New +$702 ﹤0.01% 77

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VA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Command Advisory Services's XSOE Position: Q2 2023 in Review

First Command Advisory Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2023, closing a stake of 25 shares — an estimated $696 sold.

First Command Advisory Services first reported a position in XSOE in Q1 2023 and held it in 1 quarter. The position peaked at $696 in Q1 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

  • First Command Advisory Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
  • First Command Advisory Services sold 25 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $696.
  • First Command Advisory Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and held it in 1 quarter.
  • First Command Advisory Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $696 in Q1 2023.
  • 242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on First Command Advisory Services's 13F filing for Q2 2023, filed 21 Jul 2023.