NorthLanding Financial Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

NorthLanding Financial Partners’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	-18,493	Closed	-$515K	–	65
2023 Q1	$515K	Sell	18,493 -3,176	-15%	-$89.2K	0.36%	41
2022 Q4	$578K	Buy	21,669 +3,478	+19%	+$90.3K	0.42%	38
2022 Q3	$448K	Buy	+18,191	New	+$508K	0.35%	40

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

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MIH

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthLanding Financial Partners's XSOE Position: Q2 2023 in Review

NorthLanding Financial Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2023, closing a stake of 18,493 shares — an estimated $515K sold.

NorthLanding Financial Partners first reported a position in XSOE in Q3 2022 and held it in 3 quarters. The position peaked at $578K in Q4 2022. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

NorthLanding Financial Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
NorthLanding Financial Partners sold 18,493 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $515K.
NorthLanding Financial Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2022 and held it in 3 quarters.
NorthLanding Financial Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $578K in Q4 2022.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on NorthLanding Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.