Gradient Investments’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-1	Closed	-$28	–	1328
2024 Q2	$28	Buy	+1	New	+$30	﹤0.01%	1350
2022 Q2	–	Sell	-71	Closed	-$2K	–	1399
2022 Q1	$2K	Buy	+71	New	+$2.46K	﹤0.01%	1071
2021 Q4	–	Sell	-498	Closed	-$19K	–	1343
2021 Q3	$19K	Buy	+498	New	+$19.5K	﹤0.01%	657
2021 Q2	–	Sell	-827	Closed	-$34K	–	1274
2021 Q1	$34K	Buy	+827	New	+$34.9K	﹤0.01%	529

Other funds holding XSOE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Gradient Investments's XSOE Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024, closing a stake of 1 share — an estimated $28 sold.

Gradient Investments first reported a position in XSOE in Q1 2021 and held it in 4 quarters. The position peaked at $34K in Q1 2021. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

Gradient Investments reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share in Q3 2024, an estimated $28.
Gradient Investments first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 4 quarters.
Gradient Investments's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $34K in Q1 2021.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.