HGWM
XSOE icon

Horst & Graben Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Horst & Graben 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
Q4 		– Sell
-9,853
Closed -$263K – 153
2023
Q3 		$263K Sell
9,853
-1,829
-16% -$51.4K 0.06% 109
2023
Q2 		$327K Buy
11,682
+65
+0.6% +$1.8K 0.08% 97
2023
Q1 		$323K Sell
11,617
-66,961
-85% -$1.88M 0.08% 94
2022
Q4 		$2.1M Sell
78,578
-9,105
-10% -$237K 0.55% 33
2022
Q3 		$2.16M Sell
87,683
-2,873
-3% -$80.2K 0.61% 29
2022
Q2 		$2.6M Sell
90,556
-219,228
-71% -$6.6M 0.71% 28
2022
Q1 		$10.1M Buy
309,784
+43,848
+16% +$1.52M 2.47% 11
2021
Q4 		$9.8M Sell
265,936
-19,104
-7% -$718K 2.45% 16
2021
Q3 		$10.6M Sell
285,040
-55,682
-16% -$2.18M 2.93% 13
2021
Q2 		$14.3M Buy
340,722
+141,114
+71% +$5.83M 4% 7
2021
Q1 		$8.12M Buy
199,608
+2,119
+1% +$89.5K 2.56% 10
2020
Q4 		$7.83M Buy
197,489
+59,187
+43% +$2.18M 2.7% 10
2020
Q3 		$4.66M Buy
138,302
+29,898
+28% +$993K 1.81% 14
2020
Q2 		$3.24M Buy
+108,404
New +$2.96M 1.42% 14

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horst & Graben Wealth Management's XSOE Position: Q4 2023 in Review

Horst & Graben Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2023, closing a stake of 9,853 shares — an estimated $263K sold.

Horst & Graben Wealth Management first reported a position in XSOE in Q2 2020 and held it in 14 quarters. The position peaked at $14.3M in Q2 2021. 242 funds tracked by Wall St. Rank hold XSOE as of Q4 2023.

  • Horst & Graben Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2023 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 9,853 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2023, an estimated $263K.
  • Horst & Graben Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and held it in 14 quarters.
  • Horst & Graben Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $14.3M in Q2 2021.
  • 242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.