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

My Legacy 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
2024 Q1	–	Sell	-12,106	Closed	-$339K	–	219
2023 Q4	$339K	Sell	12,106 -13,997	-54%	-$381K	0.12%	175
2023 Q3	$682K	Sell	26,103 -1,990	-7%	-$55.9K	0.28%	109
2023 Q2	$823K	Buy	28,093 +1,942	+7%	+$53.8K	0.32%	91
2023 Q1	$725K	Buy	26,151 +2,147	+9%	+$60.3K	0.31%	116
2022 Q4	$696K	Sell	24,004 -1,557	-6%	-$40.4K	0.3%	126
2022 Q3	$617K	Buy	25,561 +723	+3%	+$20.2K	0.31%	118
2022 Q2	$693K	Sell	24,838 -81,881	-77%	-$2.46M	0.35%	106
2022 Q1	$3.48M	Buy	+106,719	New	+$3.7M	1.62%	10

Other funds holding XSOE

HIIFS

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MIH

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

My Legacy Advisors's XSOE Position: Q1 2024 in Review

My Legacy Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2024, closing a stake of 12,106 shares — an estimated $339K sold.

My Legacy Advisors first reported a position in XSOE in Q1 2022 and held it in 8 quarters. The position peaked at $3.48M in Q1 2022. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2024.

My Legacy Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
My Legacy Advisors sold 12,106 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $339K.
My Legacy Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and held it in 8 quarters.
My Legacy Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.48M in Q1 2022.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2024.

Based on My Legacy Advisors's 13F filing for Q1 2024, filed 25 Jul 2024.