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Howe & Rusling’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Howe & Rusling’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
2022
Q2 		– Sell
-183
Closed -$6K – 1175
2022
Q1 		$6K Buy
+183
New +$6.35K ﹤0.01% 630

Other funds holding XSOE

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Howe & Rusling's XSOE Position: Q2 2022 in Review

Howe & Rusling sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 183 shares — an estimated $6K sold.

Howe & Rusling first reported a position in XSOE in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

  • Howe & Rusling reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
  • Howe & Rusling sold 183 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $6K.
  • Howe & Rusling first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 1 quarter.
  • Howe & Rusling's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Howe & Rusling's 13F filing for Q2 2022, filed 15 Aug 2022.