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

Fortis 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
2023 Q2	–	Sell	-175	Closed	-$4.88K	–	263
2023 Q1	$4.88K	Hold	175	–	–	﹤0.01%	223
2022 Q4	$4.68K	Hold	175	–	–	﹤0.01%	221
2022 Q3	$4K	Buy	175 +1	+0.6%	+$28	﹤0.01%	221
2022 Q2	$5K	Sell	174 -1,134	-87%	-$34.1K	﹤0.01%	241
2022 Q1	$43K	Buy	1,308 +118	+10%	+$4.1K	0.02%	189
2021 Q4	$44K	Sell	1,190 -1,078	-48%	-$40.5K	0.03%	170
2021 Q3	$85K	Sell	2,268 -293	-11%	-$11.5K	0.05%	153
2021 Q2	$108K	Buy	2,561 +1,229	+92%	+$50.8K	0.06%	134
2021 Q1	$54K	Buy	+1,332	New	+$56.3K	0.04%	145

Other funds holding XSOE

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fortis Advisors's XSOE Position: Q2 2023 in Review

Fortis Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2023, closing a stake of 175 shares — an estimated $4.88K sold.

Fortis Advisors first reported a position in XSOE in Q1 2021 and held it in 9 quarters. The position peaked at $108K in Q2 2021. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

Fortis Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 175 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $4.88K.
Fortis Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 9 quarters.
Fortis Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $108K in Q2 2021.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.