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JP Morgan Private Wealth Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

JP Morgan Private Wealth Advisors’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 		$3.49M Sell
130,957
-884
-0.7% -$24.8K 0.01% 581
2023
Q2 		$3.68M Sell
131,841
-13,988
-10% -$387K 0.02% 394
2023
Q1 		$4.06M Sell
145,829
-305
-0.2% -$8.56K 0.01% 642
2022
Q4 		$3.9M Sell
146,134
-1,671
-1% -$43.4K 0.01% 642
2022
Q3 		$3.64M Buy
147,805
+319
+0.2% +$8.9K 0.01% 644
2022
Q2 		$4.23M Buy
147,486
+6,403
+5% +$193K 0.01% 615
2022
Q1 		$4.61M Buy
141,083
+12,336
+10% +$428K 0.01% 641
2021
Q4 		$4.74M Buy
128,747
+990
+0.8% +$37.2K 0.01% 623
2021
Q3 		$4.77M Hold
127,757
– – 0.01% 607
2021
Q2 		$5.38M Buy
127,757
+33,765
+36% +$1.4M 0.01% 575
2021
Q1 		$3.83M Buy
+93,992
New +$3.97M 0.01% 574

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 $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $22.3B AUM 79.91% 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 $11.8B AUM 21.23% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XSOE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.67% in Q3 2023, selling an estimated $24.8K and leaving 130,957 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #581.

JP Morgan Private Wealth Advisors first reported a position in XSOE in Q1 2021 and has held it in 11 quarters since. The position peaked at $5.38M in Q2 2021. 233 funds tracked by Wall St. Rank hold XSOE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 130,957 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.49M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 884 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $24.8K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #581 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 11 quarters since.
  • JP Morgan Private Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $5.38M in Q2 2021.
  • 233 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.