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

Johnson Midwest Financial’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
2023
Q3 		$19.6K Hold
736
– – 0.04% 141
2023
Q2 		$20.6K Hold
736
– – 0.02% 144
2023
Q1 		$20.5K Hold
736
– – 0.03% 145
2022
Q4 		$20K Hold
736
– – 0.07% 139
2022
Q3 		$18 Buy
+736
New +$20.5K 0.07% 143

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Johnson Midwest Financial's XSOE Position: Q3 2023 in Review

Johnson Midwest Financial held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q3 2023 at 736 shares worth $19.6K. The position accounts for 0.04% of the portfolio, ranked #141.

Johnson Midwest Financial first reported a position in XSOE in Q3 2022 and has held it in 5 quarters since. The position peaked at $20.6K in Q2 2023. 233 funds tracked by Wall St. Rank hold XSOE as of Q3 2023.

  • Johnson Midwest Financial held 736 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $19.6K as of Q3 2023.
  • Johnson Midwest Financial left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q3 2023.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.04% of Johnson Midwest Financial's portfolio in Q3 2023, its #141 holding.
  • Johnson Midwest Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2022 and has held it in 5 quarters since.
  • Johnson Midwest Financial's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $20.6K in Q2 2023.
  • 233 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.