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

Monument Capital 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
2022 Q3	–	Sell	-87,732	Closed	-$2.52M	–	166
2022 Q2	$2.52M	Buy	+87,732	New	+$2.64M	0.95%	24
2021 Q2	–	Sell	-85,345	Closed	-$3.47M	–	149
2021 Q1	$3.47M	Sell	85,345 -39,517	-32%	-$1.67M	1.39%	15
2020 Q4	$4.95M	Buy	124,862 +28,049	+29%	+$1.03M	2.29%	5
2020 Q3	$3.26M	Buy	96,813 +43,237	+81%	+$1.44M	1.72%	8
2020 Q2	$1.6M	Buy	+53,576	New	+$1.46M	0.94%	56

Other funds holding XSOE

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MIH

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

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

OMC

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

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

Monument Capital Management's XSOE Position: Q3 2022 in Review

Monument Capital Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2022, closing a stake of 87,732 shares — an estimated $2.52M sold.

Monument Capital Management first reported a position in XSOE in Q2 2020 and held it in 5 quarters. The position peaked at $4.95M in Q4 2020. 247 funds tracked by Wall St. Rank hold XSOE as of Q3 2022.

Monument Capital Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2022 after selling out during the quarter.
Monument Capital Management sold 87,732 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $2.52M.
Monument Capital Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and held it in 5 quarters.
Monument Capital Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4.95M in Q4 2020.
247 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2022.

Based on Monument Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.