Mariner Independent Advisor Network’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Mariner Independent Advisor Network’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 Q3	$1.88M	Buy	76,157 +5,285	+7%	+$148K	0.08%	253
2022 Q2	$2.04M	Sell	70,872 -15,965	-18%	-$481K	0.09%	242
2022 Q1	$2.88M	Buy	86,837 +2,544	+3%	+$88.3K	0.11%	188
2021 Q4	$3.12M	Buy	+84,293	New	+$3.17M	0.15%	162
2021 Q3	–	Sell	-48,232	Closed	-$2.03M	–	530
2021 Q2	$2.03M	Sell	48,232 -15,741	-25%	-$651K	0.09%	235
2021 Q1	$2.6M	Buy	63,973 +43,603	+214%	+$1.84M	0.14%	159
2020 Q4	$808K	Buy	+20,370	New	+$749K	0.04%	312
2020 Q3	–	Sell	-60,788	Closed	-$1.84M	–	344
2020 Q2	$1.84M	Buy	+60,788	New	+$1.66M	0.17%	144

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

MIFH

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

LPL Financial San Diego, California $445B AUM 25.58% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Mariner Independent Advisor Network's XSOE Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 7.5% in Q3 2022, buying an estimated $148K and bringing the position to 76,157 shares worth $1.88M. The position accounts for 0.08% of the portfolio, ranked #253.

Mariner Independent Advisor Network first reported a position in XSOE in Q2 2020 and has held it in 8 quarters since. The position peaked at $3.12M in Q4 2021. 247 funds tracked by Wall St. Rank hold XSOE as of Q3 2022.

Mariner Independent Advisor Network held 76,157 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.88M as of Q3 2022.
Mariner Independent Advisor Network bought 5,285 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $148K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #253 holding.
Mariner Independent Advisor Network first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.12M in Q4 2021.
247 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.