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	–	266
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 $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return