Intelligence Driven Advisers’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Intelligence Driven Advisers’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
2020 Q3	–	Sell	-26,112	Closed	-$781K	–	107
2020 Q2	$781K	Sell	26,112 -7,947	-23%	-$217K	0.28%	48
2020 Q1	$832K	Sell	34,059 -25,807	-43%	-$752K	0.39%	44
2019 Q4	$1.87M	Sell	59,866 -11,160	-16%	-$327K	0.85%	28
2019 Q3	$1.96M	Sell	71,026 -6,491	-8%	-$182K	0.93%	28
2019 Q2	$2.24M	Sell	77,517 -2,009	-3%	-$57.4K	1.06%	28
2019 Q1	$2.29M	Buy	79,526 +16,606	+26%	+$462K	1.25%	24
2018 Q4	$1.61M	Buy	+62,920	New	+$1.64M	1.02%	32

Other funds holding XSOE

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

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

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

GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

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

Intelligence Driven Advisers's XSOE Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2020, closing a stake of 26,112 shares — an estimated $781K sold.

Intelligence Driven Advisers first reported a position in XSOE in Q4 2018 and held it in 7 quarters. The position peaked at $2.29M in Q1 2019. 160 funds tracked by Wall St. Rank hold XSOE as of Q3 2020.

Intelligence Driven Advisers reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 26,112 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2020, an estimated $781K.
Intelligence Driven Advisers first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.29M in Q1 2019.
160 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.