MassMutual Private Wealth & Trust’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-40	Closed	-$2K	–	1310
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	908
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	811
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	715
2020 Q2	$1K	Buy	+40	New	+$1.09K	﹤0.01%	716

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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 $65.5B AUM 24.25% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

MassMutual Private Wealth & Trust's XSOE Position: Q2 2021 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2021, closing a stake of 40 shares — an estimated $2K sold.

MassMutual Private Wealth & Trust first reported a position in XSOE in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 318 funds tracked by Wall St. Rank hold XSOE as of Q2 2021.

MassMutual Private Wealth & Trust reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 40 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $2K.
MassMutual Private Wealth & Trust first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and held it in 4 quarters.
MassMutual Private Wealth & Trust's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2K in Q1 2021.
318 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2021, filed 16 Aug 2021.