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

Moloney Securities 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
2021 Q2	–	Sell	-5,870	Closed	-$239K	–	461
2021 Q1	$239K	Buy	+5,870	New	+$248K	0.05%	341

Other funds holding XSOE

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

MIFH

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Moloney Securities Asset Management's XSOE Position: Q2 2021 in Review

Moloney Securities Asset Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2021, closing a stake of 5,870 shares — an estimated $239K sold.

Moloney Securities Asset Management first reported a position in XSOE in Q1 2021 and held it in 1 quarter. The position peaked at $239K in Q1 2021. 318 funds tracked by Wall St. Rank hold XSOE as of Q2 2021.

Moloney Securities Asset Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 5,870 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2021, an estimated $239K.
Moloney Securities Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 1 quarter.
Moloney Securities Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $239K in Q1 2021.
318 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Moloney Securities Asset Management's 13F filing for Q2 2021, filed 26 Jul 2021.