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

Hanson & Doremus 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
2023 Q3	–	Sell	-475	Closed	-$13K	–	456
2023 Q2	$13K	Hold	475	–	–	﹤0.01%	394
2023 Q1	$13K	Hold	475	–	–	﹤0.01%	408
2022 Q4	$13K	Hold	475	–	–	﹤0.01%	434
2022 Q3	$12K	Hold	475	–	–	﹤0.01%	426
2022 Q2	$14K	Hold	475	–	–	﹤0.01%	418
2022 Q1	$16K	Hold	475	–	–	﹤0.01%	418
2021 Q4	$18K	Hold	475	–	–	﹤0.01%	386
2021 Q3	$18K	Buy	+475	New	+$18.6K	﹤0.01%	370
2021 Q2	–	Sell	-475	Closed	-$19K	–	539
2021 Q1	$19K	Buy	+475	New	+$20.1K	﹤0.01%	374

Other funds holding XSOE

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return