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

Peterson Financial Group’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 		$7.79K Buy
+236
New +$7.33K 0.03% 240

Other funds holding XSOE

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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

Peterson Financial Group's XSOE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024: 236 shares worth $7.79K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings.

230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

  • Peterson Financial Group held 236 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $7.79K as of Q3 2024.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Peterson Financial Group position in Q3 2024.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #240 holding.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.