Hochman Cole Investment Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	$440K	Sell	11,787 -2,480	-17%	-$97.2K	0.17%	84
2021 Q2	$600K	Sell	14,267 -175	-1%	-$7.23K	0.24%	66
2021 Q1	$588K	Buy	14,442 +355	+3%	+$15K	0.25%	67
2020 Q4	$559K	Buy	14,087 +34	+0.2%	+$1.25K	0.24%	67
2020 Q3	$473K	Sell	14,053 -200	-1%	-$6.64K	0.23%	70
2020 Q2	$426K	Sell	14,253 -85	-0.6%	-$2.32K	0.23%	74
2020 Q1	$350K	Buy	14,338 +1,355	+10%	+$39.5K	0.24%	70
2019 Q4	$405K	Buy	12,983 +233	+2%	+$6.83K	0.22%	73
2019 Q3	$353K	Buy	12,750 +5,350	+72%	+$150K	0.22%	77
2019 Q2	$214K	Buy	+7,400	New	+$211K	0.13%	109

Other funds holding XSOE

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

MIFH

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Hochman Cole Investment Advisors's XSOE Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 17% in Q3 2021, selling an estimated $97.2K and leaving 11,787 shares worth $440K. The position accounts for 0.17% of the portfolio, ranked #84.

Hochman Cole Investment Advisors first reported a position in XSOE in Q2 2019 and has held it in 10 quarters since. The position peaked at $600K in Q2 2021. 307 funds tracked by Wall St. Rank hold XSOE as of Q3 2021.

Hochman Cole Investment Advisors held 11,787 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $440K as of Q3 2021.
Hochman Cole Investment Advisors sold 2,480 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $97.2K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.17% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #84 holding.
Hochman Cole Investment Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2019 and has held it in 10 quarters since.
Hochman Cole Investment Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $600K in Q2 2021.
307 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.