HBW Advisory Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

HBW Advisory 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
2022 Q1	–	Sell	-15,317	Closed	-$564K	–	281
2021 Q4	$564K	Sell	15,317 -671	-4%	-$25.2K	0.13%	152
2021 Q3	$597K	Sell	15,988 -848	-5%	-$33.2K	0.15%	138
2021 Q2	$708K	Sell	16,836 -2,003	-11%	-$82.8K	0.19%	124
2021 Q1	$767K	Buy	18,839 +12,641	+204%	+$534K	0.2%	112
2020 Q4	$246K	Buy	+6,198	New	+$228K	0.07%	189

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MIFH

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

MIH

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

HBW Advisory Services's XSOE Position: Q1 2022 in Review

HBW Advisory Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 15,317 shares — an estimated $564K sold.

HBW Advisory Services first reported a position in XSOE in Q4 2020 and held it in 5 quarters. The position peaked at $767K in Q1 2021. 316 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

HBW Advisory Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
HBW Advisory Services sold 15,317 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $564K.
HBW Advisory Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 5 quarters.
HBW Advisory Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $767K in Q1 2021.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on HBW Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.