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

Pinnacle 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
2021
Q2 		$4.05M Buy
+96,207
New +$3.98M 0.16% 129

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Pinnacle Wealth Advisors's XSOE Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2021: 96,207 shares worth $4.05M. The stake represents 0.16% of the portfolio and ranks #129 among its holdings.

317 funds tracked by Wall St. Rank hold XSOE as of Q2 2021.

  • Pinnacle Wealth Advisors held 96,207 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $4.05M as of Q2 2021.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Pinnacle Wealth Advisors position in Q2 2021.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.16% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #129 holding.
  • 317 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.