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

Goelzer Investment 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
2015 Q3	–	Sell	-12,869	Closed	-$313K	–	204
2015 Q2	$313K	Buy	12,869 +2,956	+30%	+$76.7K	0.05%	179
2015 Q1	$249K	Buy	+9,913	New	+$247K	0.04%	185

Other funds holding XSOE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goelzer Investment Management's XSOE Position: Q3 2015 in Review

Goelzer Investment Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2015, closing a stake of 12,869 shares — an estimated $313K sold.

Goelzer Investment Management first reported a position in XSOE in Q1 2015 and held it in 2 quarters. The position peaked at $313K in Q2 2015. 3 funds tracked by Wall St. Rank hold XSOE as of Q3 2015.

Goelzer Investment Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2015 after selling out during the quarter.
Goelzer Investment Management sold 12,869 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2015, an estimated $313K.
Goelzer Investment Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2015 and held it in 2 quarters.
Goelzer Investment Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $313K in Q2 2015.
3 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2015.

Based on Goelzer Investment Management's 13F filing for Q3 2015, filed 6 Nov 2015.