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Mach-1 Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Mach-1 Financial Group’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 		– Sell
-114
Closed -$3.17K – 363
2023
Q1 		$3.17K Buy
+114
New +$3.2K 0.02% 205
2022
Q4 		– Sell
-114
Closed -$2K – 484
2022
Q3 		$2K Hold
114
– – ﹤0.01% 355
2022
Q2 		$3K Buy
+114
New +$3.43K ﹤0.01% 346

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

Mach-1 Financial Group's XSOE Position: Q2 2023 in Review

Mach-1 Financial Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2023, closing a stake of 114 shares — an estimated $3.17K sold.

Mach-1 Financial Group first reported a position in XSOE in Q2 2022 and held it in 3 quarters. The position peaked at $3.17K in Q1 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

  • Mach-1 Financial Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 114 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $3.17K.
  • Mach-1 Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.17K 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 Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.