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Garrett Wealth Advisory Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Garrett Wealth Advisory Group’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
Q1 		– Sell
-47,131
Closed -$1.74M – 64
2021
Q4 		$1.74M Buy
+47,131
New +$1.77M 0.84% 20

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Garrett Wealth Advisory Group's XSOE Position: Q1 2022 in Review

Garrett Wealth Advisory Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 47,131 shares — an estimated $1.74M sold.

Garrett Wealth Advisory Group first reported a position in XSOE in Q4 2021 and held it in 1 quarter. The position peaked at $1.74M in Q4 2021. 316 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

  • Garrett Wealth Advisory Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 47,131 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $1.74M.
  • Garrett Wealth Advisory Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.74M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2022, filed 25 Apr 2022.