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

Keener Financial Planning’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
2024
Q2 		– Sell
-369
Closed -$11K – 190
2024
Q1 		$11K Hold
369
– – 0.01% 153
2023
Q4 		$11K Buy
+369
New +$10K 0.01% 141

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Keener Financial Planning's XSOE Position: Q2 2024 in Review

Keener Financial Planning sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 369 shares — an estimated $11K sold.

Keener Financial Planning first reported a position in XSOE in Q4 2023 and held it in 2 quarters. The position peaked at $11K in Q1 2024. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

  • Keener Financial Planning reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
  • Keener Financial Planning sold 369 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $11K.
  • Keener Financial Planning first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 2 quarters.
  • Keener Financial Planning's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $11K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Keener Financial Planning's 13F filing for Q2 2024, filed 26 Jul 2024.