Harel Insurance Investments & Financial Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Harel Insurance Investments & 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
2024 Q4	–	Sell	-3,801,546	Closed	-$126M	–	534
2024 Q3	$126M	Hold	3,801,546	–	–	2.16%	17
2024 Q2	$116M	Sell	3,801,546 -1,020,000	-21%	-$30.6M	2.19%	13
2024 Q1	$142M	Hold	4,821,546	–	–	2.75%	11
2023 Q4	$139M	Hold	4,821,546	–	–	2.45%	10
2023 Q3	$129M	Hold	4,821,546	–	–	2.54%	10
2023 Q2	$135M	Hold	4,821,546	–	–	3.32%	9
2023 Q1	$134M	Hold	4,821,546	–	–	2.75%	9
2022 Q4	$129M	Buy	+4,821,546	New	+$125M	2.82%	9
2022 Q2	–	Sell	-4,821,546	Closed	-$157M	–	809
2022 Q1	$157M	Hold	4,821,546	–	–	2.58%	10
2021 Q4	$178M	Buy	4,821,546 +4,821,446	+4,821,446%	+$181M	3.36%	5
2021 Q3	$4K	Buy	+100	New	+$3.92K	﹤0.01%	659
2021 Q2	–	Sell	-4,608,000	Closed	-$188M	–	879
2021 Q1	$188M	Hold	4,608,000	–	–	3.53%	3
2020 Q4	$183M	Buy	4,608,000 +1,630,000	+55%	+$59.9M	4.34%	2
2020 Q3	$100M	Hold	2,978,000	–	–	3.42%	6
2020 Q2	$89.1M	Hold	2,978,000	–	–	3.06%	9
2020 Q1	$72.7M	Buy	2,978,000 +740,000	+33%	+$21.6M	3.41%	7
2019 Q4	$69.9M	Buy	2,238,000 +1,658,000	+286%	+$48.6M	3.04%	9
2019 Q3	$16M	Hold	580,000	–	–	1.03%	26
2019 Q2	$16.7M	Hold	580,000	–	–	0.89%	34
2019 Q1	$16.7M	Hold	580,000	–	–	0.97%	29
2018 Q4	$14.8M	Buy	580,000 +370,000	+176%	+$9.64M	0.91%	36
2018 Q3	$5.93M	Hold	210,000	–	–	0.29%	56
2018 Q2	$6.17M	Hold	210,000	–	–	0.33%	52
2018 Q1	$6.79M	Buy	+210,000	New	+$6.97M	0.38%	49

Other funds holding XSOE

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MIH

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

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harel Insurance Investments & Financial Services's XSOE Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2024, closing a stake of 3,801,546 shares — an estimated $126M sold.

Harel Insurance Investments & Financial Services first reported a position in XSOE in Q1 2018 and held it in 24 quarters. The position peaked at $188M in Q1 2021. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

Harel Insurance Investments & Financial Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 3,801,546 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $126M.
Harel Insurance Investments & Financial Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and held it in 24 quarters.
Harel Insurance Investments & Financial Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $188M in Q1 2021.
229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.