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Frontier Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Frontier Wealth Management’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
-7,128
Closed -$226K – 429
2022
Q1 		$226K Sell
7,128
-106
-1% -$3.68K ﹤0.01% 357
2021
Q4 		$267K Sell
7,234
-2,683
-27% -$101K 0.02% 349
2021
Q3 		$370K Sell
9,917
-2,837
-22% -$111K 0.03% 304
2021
Q2 		$537K Sell
12,754
-5,787
-31% -$239K 0.04% 260
2021
Q1 		$754K Buy
18,541
+3,811
+26% +$161K 0.06% 200
2020
Q4 		$584K Sell
14,730
-1,122
-7% -$41.3K 0.05% 206
2020
Q3 		$534K Sell
15,852
-1,548
-9% -$51.4K 0.05% 206
2020
Q2 		$520K Sell
17,400
-24,702
-59% -$675K 0.05% 204
2020
Q1 		$1.03M Sell
42,102
-63,574
-60% -$1.85M 0.17% 112
2019
Q4 		$3.3M Buy
105,676
+67,720
+178% +$1.98M 0.53% 45
2019
Q3 		$1.05M Buy
37,956
+16,741
+79% +$469K 0.16% 125
2019
Q2 		$612K Sell
21,215
-11,277
-35% -$322K 0.09% 168
2019
Q1 		$937K Buy
32,492
+8,669
+36% +$241K 0.13% 154
2018
Q4 		$609K Buy
23,823
+2,033
+9% +$53K 0.09% 176
2018
Q3 		$616K Buy
21,790
+5,385
+33% +$156K 0.06% 198
2018
Q2 		$482K Buy
+16,405
New +$512K 0.07% 221

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

Frontier Wealth Management's XSOE Position: Q2 2022 in Review

Frontier Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 7,128 shares — an estimated $226K sold.

Frontier Wealth Management first reported a position in XSOE in Q2 2018 and held it in 16 quarters. The position peaked at $3.3M in Q4 2019. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

  • Frontier Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
  • Frontier Wealth Management sold 7,128 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $226K.
  • Frontier Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2018 and held it in 16 quarters.
  • Frontier Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.3M in Q4 2019.
  • 268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.