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

MFA Wealth 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
2022 Q2	–	Sell	-17,454	Closed	-$570K	–	75
2022 Q1	$570K	Sell	17,454 -249,615	-93%	-$8.66M	0.18%	51
2021 Q4	$9.84M	Buy	267,069 +5,661	+2%	+$213K	4.16%	10
2021 Q3	$9.76M	Buy	261,408 +1,214	+0.5%	+$47.6K	4.48%	5
2021 Q2	$10.9M	Sell	260,194 -206	-0.1%	-$8.51K	4.94%	4
2021 Q1	$10.6M	Buy	260,400 +43,821	+20%	+$1.85M	5.13%	4
2020 Q4	$8.59M	Buy	216,579 +1,986	+0.9%	+$73K	7.65%	3
2020 Q3	$7.22M	Sell	214,593 -5,875	-3%	-$195K	7.68%	3
2020 Q2	$6.59M	Buy	220,468 +199,451	+949%	+$5.45M	4.26%	8
2020 Q1	$500K	Buy	+21,017	New	+$612K	0.49%	34

Other funds holding XSOE

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

MIFH

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFA Wealth Advisors's XSOE Position: Q2 2022 in Review

MFA Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 17,454 shares — an estimated $570K sold.

MFA Wealth Advisors first reported a position in XSOE in Q1 2020 and held it in 9 quarters. The position peaked at $10.9M in Q2 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

MFA Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
MFA Wealth Advisors sold 17,454 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $570K.
MFA Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and held it in 9 quarters.
MFA Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.9M in Q2 2021.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on MFA Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.