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HM Payson & Co’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-300
Closed -$9.19K – 1180
2024
Q2 		$9.19K Buy
+300
New +$9K ﹤0.01% 844
2020
Q4 		– Sell
-128
Closed -$4K – 1161
2020
Q3 		$4K Buy
+128
New +$4.25K ﹤0.01% 911

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

HM Payson & Co's XSOE Position: Q3 2024 in Review

HM Payson & Co sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024, closing a stake of 300 shares — an estimated $9.19K sold.

HM Payson & Co first reported a position in XSOE in Q3 2020 and held it in 2 quarters. The position peaked at $9.19K in Q2 2024. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

  • HM Payson & Co reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 300 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $9.19K.
  • HM Payson & Co first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and held it in 2 quarters.
  • HM Payson & Co's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $9.19K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.