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	–	870
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return