Portfolio Strategies’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Portfolio Strategies’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
2018 Q2	–	Sell	-300	Closed	-$10K	–	267
2018 Q1	$10K	Buy	+300	New	+$9.96K	0.01%	161

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies's XSOE Position: Q2 2018 in Review

Portfolio Strategies sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2018, closing a stake of 300 shares — an estimated $10K sold.

Portfolio Strategies first reported a position in XSOE in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 29 funds tracked by Wall St. Rank hold XSOE as of Q2 2018.

Portfolio Strategies reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2018 after selling out during the quarter.
Portfolio Strategies sold 300 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2018, an estimated $10K.
Portfolio Strategies first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and held it in 1 quarter.
Portfolio Strategies's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10K in Q1 2018.
29 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2018.

Based on Portfolio Strategies's 13F filing for Q2 2018, filed 25 Sep 2018.