MCF Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

MCF Advisors’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 Q3	–	Sell	-92	Closed	-$2.57K	–	953
2023 Q2	$2.57K	Hold	92	–	–	﹤0.01%	689
2023 Q1	$2.56K	Hold	92	–	–	﹤0.01%	682
2022 Q4	$2.46K	Hold	92	–	–	﹤0.01%	658
2022 Q3	$2K	Hold	92	–	–	﹤0.01%	705
2022 Q2	$3K	Hold	92	–	–	﹤0.01%	608
2022 Q1	$3K	Buy	+92	New	+$3.19K	﹤0.01%	621

Other funds holding XSOE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCF Advisors's XSOE Position: Q3 2023 in Review

MCF Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2023, closing a stake of 92 shares — an estimated $2.57K sold.

MCF Advisors first reported a position in XSOE in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 233 funds tracked by Wall St. Rank hold XSOE as of Q3 2023.

MCF Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2023 after selling out during the quarter.
MCF Advisors sold 92 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $2.57K.
MCF Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 6 quarters.
MCF Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3K in Q2 2022.
233 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2023.

Based on MCF Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.