Johnson Financial Group Inc (Wisconsin)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-1,134	Closed	-$42K	–	836
2021 Q4	$42K	Hold	1,134	–	–	﹤0.01%	475
2021 Q3	$42K	Hold	1,134	–	–	﹤0.01%	429
2021 Q2	$48K	Hold	1,134	–	–	﹤0.01%	418
2021 Q1	$46K	Buy	+1,134	New	+$47.9K	﹤0.01%	406

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XSOE Position: Q1 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 1,134 shares — an estimated $42K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in XSOE in Q1 2021 and held it in 4 quarters. The position peaked at $48K in Q2 2021. 316 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,134 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $42K.
Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $48K in Q2 2021.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.