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

Opal 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
2024
Q3 		– Sell
-11
Closed -$337 – 1199
2024
Q2 		$337 Hold
11
– – ﹤0.01% 1194
2024
Q1 		$325 Buy
+11
New +$313 ﹤0.01% 331

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Opal Wealth Advisors's XSOE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024, closing a stake of 11 shares — an estimated $337 sold.

Opal Wealth Advisors first reported a position in XSOE in Q1 2024 and held it in 2 quarters. The position peaked at $337 in Q2 2024. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

  • Opal Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 11 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $337.
  • Opal Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $337 in Q2 2024.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.