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 $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return