First Horizon Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

First Horizon Advisors’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 Q4	–	Sell	-102	Closed	-$2K	–	2543
2022 Q3	$2K	Hold	102	–	–	﹤0.01%	2046
2022 Q2	$2K	Buy	+102	New	+$3.07K	﹤0.01%	2135
2022 Q1	–	Sell	-102	Closed	-$3K	–	2339
2021 Q4	$3K	Hold	102	–	–	﹤0.01%	1924
2021 Q3	$3K	Hold	102	–	–	﹤0.01%	1917
2021 Q2	$4K	Hold	102	–	–	﹤0.01%	1602
2021 Q1	$4K	Buy	102 +84	+467%	+$3.55K	﹤0.01%	1531
2020 Q4	$0	Buy	+18	New	+$662	﹤0.01%	1595

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

First Horizon Advisors's XSOE Position: Q4 2022 in Review

First Horizon Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022, closing a stake of 102 shares — an estimated $2K sold.

First Horizon Advisors first reported a position in XSOE in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

First Horizon Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
First Horizon Advisors sold 102 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $2K.
First Horizon Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 7 quarters.
First Horizon Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4K in Q2 2021.
246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on First Horizon Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.