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JT Stratford LLC’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

JT Stratford LLC’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
Q2 		– Sell
-7,935
Closed -$259K – 237
2022
Q1 		$259K Sell
7,935
-374
-5% -$13K 0.08% 179
2021
Q4 		$306K Sell
8,309
-3,774
-31% -$142K 0.08% 175
2021
Q3 		$451K Sell
12,083
-217
-2% -$8.5K 0.14% 129
2021
Q2 		$517K Buy
12,300
+2,872
+30% +$119K 0.17% 119
2021
Q1 		$384K Buy
9,428
+3,192
+51% +$135K 0.14% 142
2020
Q4 		$247K Buy
+6,236
New +$229K 0.09% 154

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JT Stratford LLC's XSOE Position: Q2 2022 in Review

JT Stratford LLC sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 7,935 shares — an estimated $259K sold.

JT Stratford LLC first reported a position in XSOE in Q4 2020 and held it in 6 quarters. The position peaked at $517K in Q2 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

  • JT Stratford LLC reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
  • JT Stratford LLC sold 7,935 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $259K.
  • JT Stratford LLC first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 6 quarters.
  • JT Stratford LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $517K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on JT Stratford LLC's 13F filing for Q2 2022, filed 15 Aug 2022.