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International Assets Investment Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

International Assets Investment Management’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
Q3 		– Sell
-276
Closed -$8.45K – 2680
2024
Q2 		$8.45K Buy
+276
New +$8.28K ﹤0.01% 1714

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 $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

International Assets Investment Management's XSOE Position: Q3 2024 in Review

International Assets Investment Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024, closing a stake of 276 shares — an estimated $8.45K sold.

International Assets Investment Management first reported a position in XSOE in Q2 2024 and held it in 1 quarter. The position peaked at $8.45K in Q2 2024. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

  • International Assets Investment Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 276 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $8.45K.
  • International Assets Investment Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $8.45K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.