Investors Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Investors Financial Group’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
2022 Q1	–	Sell	-11,260	Closed	-$415K	–	203
2021 Q4	$415K	Buy	11,260 +75	+0.7%	+$2.82K	0.19%	128
2021 Q3	$417K	Sell	11,185 -8,939	-44%	-$350K	0.22%	121
2021 Q2	$847K	Buy	20,124 +2,647	+15%	+$109K	0.45%	63
2021 Q1	$711K	Buy	17,477 +5,391	+45%	+$228K	0.42%	66
2020 Q4	$479K	Buy	+12,086	New	+$444K	0.32%	86

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Investors Financial Group's XSOE Position: Q1 2022 in Review

Investors Financial Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 11,260 shares — an estimated $415K sold.

Investors Financial Group first reported a position in XSOE in Q4 2020 and held it in 5 quarters. The position peaked at $847K in Q2 2021. 317 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

Investors Financial Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 11,260 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $415K.
Investors Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 5 quarters.
Investors Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $847K in Q2 2021.
317 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.