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

JD Financial Services’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
2021
Q4 		$7M Sell
189,997
-7,534
-4% -$283K 5.77% 8
2021
Q3 		$7.37M Buy
197,531
+8,095
+4% +$317K 6.73% 6
2021
Q2 		$7.97M Buy
189,436
+149,885
+379% +$6.19M 7.4% 6
2021
Q1 		$1.61M Buy
+39,551
New +$1.67M 2.04% 11

Other funds holding XSOE

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JD Financial Services's XSOE Position: Q4 2021 in Review

JD Financial Services reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.8% in Q4 2021, selling an estimated $283K and leaving 189,997 shares worth $7M. The position accounts for 5.77% of the portfolio, ranked #8.

JD Financial Services first reported a position in XSOE in Q1 2021 and has held it in 4 quarters since. The position peaked at $7.97M in Q2 2021. 327 funds tracked by Wall St. Rank hold XSOE as of Q4 2021.

  • JD Financial Services held 189,997 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $7M as of Q4 2021.
  • JD Financial Services sold 7,534 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $283K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 5.77% of JD Financial Services's portfolio in Q4 2021, its #8 holding.
  • JD Financial Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 4 quarters since.
  • JD Financial Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $7.97M in Q2 2021.
  • 327 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.