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McLean Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

McLean Asset Management’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
2024
Q4 		– Sell
-6,422
Closed -$218K – 167
2024
Q3 		$218K Buy
6,422
+31
+0.5% +$963 0.07% 152
2024
Q2 		$203K Buy
+6,391
New +$192K 0.07% 154
2022
Q4 		– Sell
-8,227
Closed -$206K – 141
2022
Q3 		$206K Buy
8,227
+70
+0.9% +$1.95K 0.08% 120
2022
Q2 		$230K Sell
8,157
-232
-3% -$6.98K 0.09% 108
2022
Q1 		$274K Buy
8,389
+1,179
+16% +$40.9K 0.2% 90
2021
Q4 		$274K Buy
7,210
+352
+5% +$13.2K 0.11% 102
2021
Q3 		$265K Buy
6,858
+367
+6% +$14.4K 0.1% 102
2021
Q2 		$265K Buy
6,491
+34
+0.5% +$1.41K 0.12% 87
2021
Q1 		$269K Buy
6,457
+4
+0.1% +$169 0.21% 78
2020
Q4 		$256K Buy
+6,453
New +$237K 0.23% 73

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

McLean Asset Management's XSOE Position: Q4 2024 in Review

McLean Asset Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2024, closing a stake of 6,422 shares — an estimated $218K sold.

McLean Asset Management first reported a position in XSOE in Q4 2020 and held it in 10 quarters. The position peaked at $274K in Q1 2022. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

  • McLean Asset Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
  • McLean Asset Management sold 6,422 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $218K.
  • McLean Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 10 quarters.
  • McLean Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $274K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on McLean Asset Management's 13F filing for Q4 2024, filed 22 Jan 2025.