LexAurum Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

LexAurum Advisors’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
2022 Q2	–	Sell	-8,358	Closed	-$273K	–	274
2022 Q1	$273K	Buy	8,358 +1,587	+23%	+$55.1K	0.09%	203
2021 Q4	$249K	Sell	6,771 -6,175	-48%	-$232K	0.08%	220
2021 Q3	$483K	Sell	12,946 -3,970	-23%	-$156K	0.14%	172
2021 Q2	$712K	Buy	16,916 +899	+6%	+$37.2K	0.21%	121
2021 Q1	$652K	Sell	16,017 -3,124	-16%	-$132K	0.22%	107
2020 Q4	$759K	Buy	19,141 +9,200	+93%	+$338K	0.27%	91
2020 Q3	$335K	Buy	+9,941	New	+$330K	0.14%	151

Other funds holding XSOE

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LexAurum Advisors's XSOE Position: Q2 2022 in Review

LexAurum Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 8,358 shares — an estimated $273K sold.

LexAurum Advisors first reported a position in XSOE in Q3 2020 and held it in 7 quarters. The position peaked at $759K in Q4 2020. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

LexAurum Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
LexAurum Advisors sold 8,358 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $273K.
LexAurum Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and held it in 7 quarters.
LexAurum Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $759K in Q4 2020.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on LexAurum Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.