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Freedman Financial Associates’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,200
Closed -$41K – 452
2022
Q1 		$41K Buy
+1,200
New +$41.6K 0.03% 228

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedman Financial Associates's XSOE Position: Q2 2022 in Review

Freedman Financial Associates sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 1,200 shares — an estimated $41K sold.

Freedman Financial Associates first reported a position in XSOE in Q1 2022 and held it in 1 quarter. The position peaked at $41K in Q1 2022. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

  • Freedman Financial Associates reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,200 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $41K.
  • Freedman Financial Associates first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 1 quarter.
  • Freedman Financial Associates's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $41K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.