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

One Wealth 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
2023 Q1	–	Sell	-640	Closed	-$17.1K	–	614
2022 Q4	$17.1K	Buy	+640	New	+$16.6K	﹤0.01%	556
2022 Q2	–	Sell	-141,232	Closed	-$4.61M	–	219
2022 Q1	$4.61M	Buy	141,232 +45,594	+48%	+$1.58M	1.13%	20
2021 Q4	$3.52M	Buy	95,638 +3,525	+4%	+$132K	0.89%	26
2021 Q3	$3.44M	Sell	92,113 -29,625	-24%	-$1.16M	1.01%	23
2021 Q2	$5.12M	Buy	121,738 +48,211	+66%	+$1.99M	1.62%	18
2021 Q1	$2.99M	Buy	73,527 +50,261	+216%	+$2.12M	1.15%	18
2020 Q4	$923K	Buy	+23,266	New	+$855K	0.5%	17

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

OIA

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

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

One Wealth Advisors's XSOE Position: Q1 2023 in Review

One Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2023, closing a stake of 640 shares — an estimated $17.1K sold.

One Wealth Advisors first reported a position in XSOE in Q4 2020 and held it in 7 quarters. The position peaked at $5.12M in Q2 2021. 248 funds tracked by Wall St. Rank hold XSOE as of Q1 2023.

One Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 640 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2023, an estimated $17.1K.
One Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 7 quarters.
One Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $5.12M in Q2 2021.
248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.