HFS
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Hantz Financial Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Hantz Financial Services’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
Q4 		– Sell
-15
Closed – – 1241
2023
Q3 		$0 Hold
15
– – ﹤0.01% 1198
2023
Q2 		$0 Hold
15
– – ﹤0.01% 1189
2023
Q1 		$0 Hold
15
– – ﹤0.01% 1214
2022
Q4 		$0 Hold
15
– – ﹤0.01% 1169
2022
Q3 		$0 Hold
15
– – ﹤0.01% 1148
2022
Q2 		$0 Hold
15
– – ﹤0.01% 1124
2022
Q1 		$0 Buy
+15
New +$521 ﹤0.01% 1129

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hantz Financial Services's XSOE Position: Q4 2023 in Review

Hantz Financial Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2023, closing a stake of 15 shares.

Hantz Financial Services first reported a position in XSOE in Q1 2022 and held it in 7 quarters. The position peaked at $0 in Q3 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q4 2023.

  • Hantz Financial Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2023 after selling out during the quarter.
  • Hantz Financial Services sold 15 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2023.
  • Hantz Financial Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 7 quarters.
  • Hantz Financial Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $0 in Q3 2023.
  • 242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2023.

Based on Hantz Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.