Hibernia Wealth Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Hibernia Wealth Partners’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	-6,328	Closed	-$209K	–	127
2024 Q3	$209K	Buy	+6,328	New	+$197K	0.06%	119
2024 Q2	–	Sell	-8,546	Closed	-$252K	–	121
2024 Q1	$252K	Buy	8,546 +79	+0.9%	+$2.25K	0.17%	67
2023 Q4	$245K	Sell	8,467 -1,452	-15%	-$39.5K	0.18%	57
2023 Q3	$265K	Buy	+9,919	New	+$279K	0.2%	46

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hibernia Wealth Partners's XSOE Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2024, closing a stake of 6,328 shares — an estimated $209K sold.

Hibernia Wealth Partners first reported a position in XSOE in Q3 2023 and held it in 4 quarters. The position peaked at $265K in Q3 2023. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

Hibernia Wealth Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 6,328 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $209K.
Hibernia Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $265K in Q3 2023.
229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.