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Freestone Capital Holdings’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-286
Closed -$11.4K – 1158
2020
Q4 		$11.4K Buy
286
+1
+0.4% +$37 ﹤0.01% 833
2020
Q3 		$9.6K Buy
+285
New +$9.47K ﹤0.01% 752

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Freestone Capital Holdings's XSOE Position: Q1 2021 in Review

Freestone Capital Holdings sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2021, closing a stake of 286 shares — an estimated $11.4K sold.

Freestone Capital Holdings first reported a position in XSOE in Q3 2020 and held it in 2 quarters. The position peaked at $11.4K in Q4 2020. 305 funds tracked by Wall St. Rank hold XSOE as of Q1 2021.

  • Freestone Capital Holdings reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 286 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2021, an estimated $11.4K.
  • Freestone Capital Holdings first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $11.4K in Q4 2020.
  • 305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.