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

Impact Partnership Wealth’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 Q2	–	Sell	-49	Closed	-$1.44K	–	711
2024 Q1	$1.44K	Hold	49	–	–	﹤0.01%	600
2023 Q4	$1.42K	Buy	+49	New	+$1.33K	﹤0.01%	724
2023 Q3	–	Sell	-364	Closed	-$10.2K	–	1231
2023 Q2	$10.2K	Buy	+364	New	+$10.1K	﹤0.01%	422

Other funds holding XSOE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Impact Partnership Wealth's XSOE Position: Q2 2024 in Review

Impact Partnership Wealth sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 49 shares — an estimated $1.44K sold.

Impact Partnership Wealth first reported a position in XSOE in Q2 2023 and held it in 3 quarters. The position peaked at $10.2K in Q2 2023. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

Impact Partnership Wealth reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 49 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $1.44K.
Impact Partnership Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2023 and held it in 3 quarters.
Impact Partnership Wealth's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.2K in Q2 2023.
228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.