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

Ipsen Advisor 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
Q4 		$240K Buy
+9,008
New +$234K 0.28% 90

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ipsen Advisor Group's XSOE Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022: 9,008 shares worth $240K. The stake represents 0.28% of the portfolio and ranks #90 among its holdings.

246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

  • Ipsen Advisor Group held 9,008 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $240K as of Q4 2022.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Ipsen Advisor Group position in Q4 2022.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.28% of Ipsen Advisor Group's portfolio in Q4 2022, its #90 holding.
  • 246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.