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Fortitude Family Office’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Fortitude Family Office’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
2024
Q1 		– Sell
-152
Closed -$4.39K – 1100
2023
Q4 		$4.39K Buy
+152
New +$4.14K ﹤0.01% 723

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fortitude Family Office's XSOE Position: Q1 2024 in Review

Fortitude Family Office sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2024, closing a stake of 152 shares — an estimated $4.39K sold.

Fortitude Family Office first reported a position in XSOE in Q4 2023 and held it in 1 quarter. The position peaked at $4.39K in Q4 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2024.

  • Fortitude Family Office reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 152 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $4.39K.
  • Fortitude Family Office first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4.39K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.