Harvest Group Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Harvest Group Wealth 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 Q1	$1.44M	Buy	51,651 +17,816	+53%	+$500K	0.89%	24
2022 Q4	$903K	Buy	33,835 +562	+2%	+$14.6K	0.59%	28
2022 Q3	$821K	Buy	33,273 +514	+2%	+$14.3K	0.55%	29
2022 Q2	$942K	Buy	32,759 +816	+3%	+$24.6K	0.58%	27
2022 Q1	$1.04M	Buy	+31,943	New	+$1.11M	0.59%	30

Other funds holding XSOE

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIH

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

OIA

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

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

Harvest Group Wealth Management's XSOE Position: Q1 2023 in Review

Harvest Group Wealth Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 53% in Q1 2023, buying an estimated $500K and bringing the position to 51,651 shares worth $1.44M. The position accounts for 0.89% of the portfolio, ranked #24.

Harvest Group Wealth Management first reported a position in XSOE in Q1 2022 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold XSOE as of Q1 2023.

Harvest Group Wealth Management held 51,651 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.44M as of Q1 2023.
Harvest Group Wealth Management bought 17,816 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2023, an estimated $500K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.89% of Harvest Group Wealth Management's portfolio in Q1 2023, its #24 holding.
Harvest Group Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and has held it in 5 quarters since.
248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.