MACRO Consulting Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

MACRO Consulting 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
2021 Q2	$4.94M	Buy	117,087 +3,088	+3%	+$128K	2.54%	9
2021 Q1	$4.64M	Sell	113,999 -4,314	-4%	-$182K	2.51%	10
2020 Q4	$4.7M	Buy	118,313 +1,524	+1%	+$56K	2.72%	9
2020 Q3	$4.03M	Buy	+116,789	New	+$3.88M	2.65%	8

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

MACRO Consulting Group's XSOE Position: Q2 2021 in Review

MACRO Consulting Group increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.7% in Q2 2021, buying an estimated $128K and bringing the position to 117,087 shares worth $4.94M. The position accounts for 2.54% of the portfolio, ranked #9.

MACRO Consulting Group first reported a position in XSOE in Q3 2020 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold XSOE as of Q2 2021.

MACRO Consulting Group held 117,087 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $4.94M as of Q2 2021.
MACRO Consulting Group bought 3,088 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $128K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 2.54% of MACRO Consulting Group's portfolio in Q2 2021, its #9 holding.
MACRO Consulting Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and has held it in 4 quarters since.
318 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.