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

Pinnacle Family 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
2022 Q1	–	Sell	-5,596	Closed	-$206K	–	135
2021 Q4	$206K	Sell	5,596 -4,041	-42%	-$152K	0.09%	105
2021 Q3	$360K	Sell	9,637 -57	-0.6%	-$2.23K	0.16%	91
2021 Q2	$408K	Buy	9,694 +70	+0.7%	+$2.89K	0.18%	79
2021 Q1	$392K	Sell	9,624 -175	-2%	-$7.39K	0.21%	74
2020 Q4	$389K	Buy	+9,799	New	+$360K	0.24%	74

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

Jane Street New York $1.21T AUM 78.12% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MIH

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Pinnacle Family Advisors's XSOE Position: Q1 2022 in Review

Pinnacle Family Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 5,596 shares — an estimated $206K sold.

Pinnacle Family Advisors first reported a position in XSOE in Q4 2020 and held it in 5 quarters. The position peaked at $408K in Q2 2021. 316 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

Pinnacle Family Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 5,596 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $206K.
Pinnacle Family Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 5 quarters.
Pinnacle Family Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $408K in Q2 2021.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on Pinnacle Family Advisors's 13F filing for Q1 2022, filed 16 May 2022.