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IAG Wealth Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-6,855
Closed -$198K – 466
2023
Q4 		$198K Sell
6,855
-11,324
-62% -$308K 0.05% 83
2023
Q3 		$485K Sell
18,179
-998
-5% -$28.1K 0.14% 52
2023
Q2 		$536K Sell
19,177
-8,692
-31% -$241K 0.14% 54
2023
Q1 		$776K Sell
27,869
-9,287
-25% -$261K 0.22% 44
2022
Q4 		$991K Buy
37,156
+15,909
+75% +$413K 0.29% 40
2022
Q3 		$523K Sell
21,247
-14,870
-41% -$415K 0.17% 48
2022
Q2 		$1.04M Buy
36,117
+33,495
+1,277% +$1.01M 0.34% 39
2022
Q1 		$86K Sell
2,622
-5,341
-67% -$185K 0.03% 99
2021
Q4 		$293K Buy
7,963
+1,102
+16% +$41.4K 0.09% 50
2021
Q3 		$257K Buy
+6,861
New +$269K 0.09% 45
2020
Q1 		– Sell
-533
Closed -$17K – 469
2019
Q4 		$17K Buy
+533
New +$15.6K 0.01% 193

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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

IAG Wealth Partners's XSOE Position: Q1 2024 in Review

IAG Wealth Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2024, closing a stake of 6,855 shares — an estimated $198K sold.

IAG Wealth Partners first reported a position in XSOE in Q4 2019 and held it in 11 quarters. The position peaked at $1.04M in Q2 2022. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2024.

  • IAG Wealth Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 6,855 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $198K.
  • IAG Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2019 and held it in 11 quarters.
  • IAG Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.04M in Q2 2022.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.