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Householder Group Estate & Retirement Specialist’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Householder Group Estate & Retirement Specialist’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
-531
Closed -$17K – 1258
2024
Q3 		$17K Buy
531
+3
+0.6% +$93 0.01% 732
2024
Q2 		$16K Buy
+528
New +$15.8K ﹤0.01% 728

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XSOE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2024, closing a stake of 531 shares — an estimated $17K sold.

Householder Group Estate & Retirement Specialist first reported a position in XSOE in Q2 2024 and held it in 2 quarters. The position peaked at $17K in Q3 2024. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 531 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $17K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $17K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.