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 $20.6B AUM 59.59% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Hanson & Doremus Investment Management's XSOE Position: Q3 2023 in Review

Hanson & Doremus Investment Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2023, closing a stake of 475 shares — an estimated $13K sold.

Hanson & Doremus Investment Management first reported a position in XSOE in Q1 2021 and held it in 9 quarters. The position peaked at $19K in Q1 2021. 233 funds tracked by Wall St. Rank hold XSOE as of Q3 2023.

Hanson & Doremus Investment Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2023 after selling out during the quarter.
Hanson & Doremus Investment Management sold 475 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $13K.
Hanson & Doremus Investment Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 9 quarters.
Hanson & Doremus Investment Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $19K in Q1 2021.
233 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.