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Israel Englander’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Israel Englander’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
Q2 		– Sell
-48,642
Closed -$1.43M – 6637
2024
Q1 		$1.43M Buy
+48,642
New +$1.39M ﹤0.01% 4012
2021
Q3 		– Sell
-7,034
Closed -$296K – 7326
2021
Q2 		$296K Buy
+7,034
New +$291K ﹤0.01% 5735

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Israel Englander's XSOE Position: Q2 2024 in Review

Israel Englander sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 48,642 shares — an estimated $1.43M sold.

Israel Englander first reported a position in XSOE in Q2 2021 and held it in 2 quarters. The position peaked at $1.43M in Q1 2024. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

  • Israel Englander reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
  • Israel Englander sold 48,642 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $1.43M.
  • Israel Englander first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 2 quarters.
  • Israel Englander's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.43M in Q1 2024.
  • 228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.