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Leo Brokerage’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Leo Brokerage’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
Q2 		$1.5M Sell
53,693
-5,506
-9% -$152K 0.17% 91
2023
Q1 		$1.65M Buy
+59,199
New +$1.66M 0.25% 81

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Brokerage's XSOE Position: Q2 2023 in Review

Leo Brokerage reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 9.3% in Q2 2023, selling an estimated $152K and leaving 53,693 shares worth $1.5M. The position accounts for 0.17% of the portfolio, ranked #91.

Leo Brokerage first reported a position in XSOE in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.65M in Q1 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

  • Leo Brokerage held 53,693 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.5M as of Q2 2023.
  • Leo Brokerage sold 5,506 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $152K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.17% of Leo Brokerage's portfolio in Q2 2023, its #91 holding.
  • Leo Brokerage first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and has held it in 2 quarters since.
  • Leo Brokerage's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.65M in Q1 2023.
  • 242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.