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

Lee 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	–	Sell	-326	Closed	-$9.12K	–	861
2023 Q2	$9.12K	Sell	326 -1	-0.3%	-$28	﹤0.01%	421
2023 Q1	$9.09K	Sell	327 -323	-50%	-$9.07K	﹤0.01%	439
2022 Q4	$17.3K	Hold	650	–	–	﹤0.01%	366
2022 Q3	$16K	Buy	650 +6	+0.9%	+$167	﹤0.01%	363
2022 Q2	$18K	Buy	644 +8	+1%	+$241	﹤0.01%	355
2022 Q1	$21K	Hold	636	–	–	﹤0.01%	335
2021 Q4	$23K	Buy	636 +1	+0.2%	+$38	﹤0.01%	353
2021 Q3	$24K	Buy	635 +2	+0.3%	+$78	0.01%	312
2021 Q2	$27K	Buy	+633	New	+$26.2K	0.01%	287

Other funds holding XSOE

HIIFS

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lee Financial's XSOE Position: Q3 2023 in Review

Lee Financial sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2023, closing a stake of 326 shares — an estimated $9.12K sold.

Lee Financial first reported a position in XSOE in Q2 2021 and held it in 9 quarters. The position peaked at $27K in Q2 2021. 233 funds tracked by Wall St. Rank hold XSOE as of Q3 2023.

Lee Financial reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 326 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $9.12K.
Lee Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 9 quarters.
Lee Financial's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $27K 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 Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.