GWANC
XSOE icon

Guardian Wealth Advisors (North Carolina)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-123
Closed -$4.06K – 541
2024
Q3 		$4.06K Buy
+123
New +$3.82K ﹤0.01% 413
2023
Q4 		– Sell
-852
Closed -$22.7K – 464
2023
Q3 		$22.7K Hold
852
– – ﹤0.01% 330
2023
Q2 		$23.8K Hold
852
– – ﹤0.01% 315
2023
Q1 		$23.7K Hold
852
– – ﹤0.01% 306
2022
Q4 		$22.7K Hold
852
– – ﹤0.01% 288
2022
Q3 		$21K Hold
852
– – ﹤0.01% 269
2022
Q2 		$24K Buy
+852
New +$25.6K ﹤0.01% 265

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return