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

Kaizen Financial Strategies’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 Q1	$208K	Buy	+5,100	New	+$215K	0.2%	130

Other funds holding XSOE

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HIIFS

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIFH

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Kaizen Financial Strategies's XSOE Position: Q1 2021 in Review

Kaizen Financial Strategies opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2021: 5,100 shares worth $208K. The stake represents 0.2% of the portfolio and ranks #130 among its holdings.

305 funds tracked by Wall St. Rank hold XSOE as of Q1 2021.

Kaizen Financial Strategies held 5,100 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $208K as of Q1 2021.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Kaizen Financial Strategies position in Q1 2021.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.2% of Kaizen Financial Strategies's portfolio in Q1 2021, its #130 holding.
305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.