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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return