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Life Planning Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Life Planning Partners’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
-195
Closed -$6K – 195
2022
Q1 		$6K Buy
+195
New +$6.77K 0.01% 143

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
CI
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Life Planning Partners's XSOE Position: Q2 2022 in Review

Life Planning Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 195 shares — an estimated $6K sold.

Life Planning Partners first reported a position in XSOE in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

  • Life Planning Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
  • Life Planning Partners sold 195 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $6K.
  • Life Planning Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 1 quarter.
  • Life Planning Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Life Planning Partners's 13F filing for Q2 2022, filed 20 Jul 2022.