Liberty Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Liberty 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 Q4	–	Sell	-1,425	Closed	-$53K	–	1134
2021 Q3	$53K	Sell	1,425 -16,651	-92%	-$652K	0.02%	413
2021 Q2	$760K	Buy	18,076 +8,378	+86%	+$346K	0.3%	50
2021 Q1	$411K	Hold	9,698	–	–	0.2%	70
2020 Q4	$411K	Buy	9,698 +8,975	+1,241%	+$330K	0.2%	70
2020 Q3	$24K	Buy	+723	New	+$24K	0.01%	372

Other funds holding XSOE

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

MIFH

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

MIH

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Liberty Wealth Management's XSOE Position: Q4 2021 in Review

Liberty Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2021, closing a stake of 1,425 shares — an estimated $53K sold.

Liberty Wealth Management first reported a position in XSOE in Q3 2020 and held it in 5 quarters. The position peaked at $760K in Q2 2021. 326 funds tracked by Wall St. Rank hold XSOE as of Q4 2021.

Liberty Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,425 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $53K.
Liberty Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and held it in 5 quarters.
Liberty Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $760K in Q2 2021.
326 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.