Leicht Financial Planning & Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Leicht Financial Planning & Wealth Management’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 Q3	–	Sell	-165,823	Closed	-$6.84M	–	23
2021 Q2	$6.84M	Buy	165,823 +44,018	+36%	+$1.82M	4.15%	10
2021 Q1	$4.96M	Buy	121,805 +6,749	+6%	+$285K	3.21%	13
2020 Q4	$4.56M	Buy	115,056 +11,212	+11%	+$412K	3.09%	15
2020 Q3	$3.49M	Buy	103,844 +6,886	+7%	+$229K	2.59%	15
2020 Q2	$2.9M	Buy	96,958 +5,938	+7%	+$162K	2.3%	15
2020 Q1	$2.23M	Buy	91,020 +82,678	+991%	+$2.41M	2.15%	12
2019 Q4	$260K	Buy	+8,342	New	+$244K	0.24%	56

Other funds holding XSOE

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's XSOE Position: Q3 2021 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2021, closing a stake of 165,823 shares — an estimated $6.84M sold.

Leicht Financial Planning & Wealth Management first reported a position in XSOE in Q4 2019 and held it in 7 quarters. The position peaked at $6.84M in Q2 2021. 307 funds tracked by Wall St. Rank hold XSOE as of Q3 2021.

Leicht Financial Planning & Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 165,823 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $6.84M.
Leicht Financial Planning & Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2019 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.84M in Q2 2021.
307 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2021.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.