Migdal Insurance & Financial Holdings’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Migdal Insurance & Financial Holdings’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 Q2	–	Sell	-2,063,150	Closed	-$57.4M	–	537
2023 Q1	$57.4M	Hold	2,063,150	–	–	1.27%	24
2022 Q4	$55M	Hold	2,063,150	–	–	1.22%	27
2022 Q3	$50.8M	Hold	2,063,150	–	–	1.15%	28
2022 Q2	$59.2M	Hold	2,063,150	–	–	1.32%	23
2022 Q1	$67.4M	Hold	2,063,150	–	–	1.18%	33
2021 Q4	$76M	Hold	2,063,150	–	–	0.73%	46
2021 Q3	$77M	Hold	2,063,150	–	–	0.81%	39
2021 Q2	$86.8M	Sell	2,063,150 -700,970	-25%	-$29M	0.91%	31
2021 Q1	$112M	Hold	2,764,120	–	–	1.13%	19
2020 Q4	$110M	Buy	2,764,120 +890,000	+47%	+$32.7M	1.29%	19
2020 Q3	$63.1M	Hold	1,874,120	–	–	0.88%	29
2020 Q2	$56.1M	Hold	1,874,120	–	–	0.91%	31
2020 Q1	$45.8M	Hold	1,874,120	–	–	1.06%	27
2019 Q4	$58.5M	Buy	+1,874,120	New	+$54.9M	1.13%	22

Other funds holding XSOE

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

HIIFS

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

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

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

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Migdal Insurance & Financial Holdings's XSOE Position: Q2 2023 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2023, closing a stake of 2,063,150 shares — an estimated $57.4M sold.

Migdal Insurance & Financial Holdings first reported a position in XSOE in Q4 2019 and held it in 14 quarters. The position peaked at $112M in Q1 2021. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

Migdal Insurance & Financial Holdings reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,063,150 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $57.4M.
Migdal Insurance & Financial Holdings first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2019 and held it in 14 quarters.
Migdal Insurance & Financial Holdings's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $112M in Q1 2021.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2023, filed 24 Jul 2023.