Moisand Fitzgerald Tamayo’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-146	Closed	-$5K	–	669
2021 Q4	$5K	Hold	146	–	–	﹤0.01%	303
2021 Q3	$5K	Hold	146	–	–	﹤0.01%	297
2021 Q2	$6K	Hold	146	–	–	﹤0.01%	309
2021 Q1	$6K	Hold	146	–	–	﹤0.01%	254
2020 Q4	$6K	Hold	146	–	–	﹤0.01%	257
2020 Q3	$5K	Buy	+146	New	+$4.85K	﹤0.01%	251

Other funds holding XSOE

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

HIIFS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MIFH

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo's XSOE Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 146 shares — an estimated $5K sold.

Moisand Fitzgerald Tamayo first reported a position in XSOE in Q3 2020 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 316 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

Moisand Fitzgerald Tamayo reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 146 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $5K.
Moisand Fitzgerald Tamayo first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6K in Q2 2021.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.