Princeton Global Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Princeton Global Asset Management’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	-2,050	Closed	-$62.8K	–	728
2024 Q2	$62.8K	Hold	2,050	–	–	0.01%	265
2024 Q1	$60.4K	Hold	2,050	–	–	0.01%	241
2023 Q4	$59.2K	Hold	2,050	–	–	0.01%	241
2023 Q3	$54.7K	Hold	2,050	–	–	0.02%	243
2023 Q2	$57.3K	Hold	2,050	–	–	0.02%	246
2023 Q1	$57.1K	Hold	2,050	–	–	0.02%	249
2022 Q4	$55K	Hold	2,050	–	–	0.02%	231
2022 Q3	$50K	Hold	2,050	–	–	0.02%	239
2022 Q2	$59K	Hold	2,050	–	–	0.02%	239
2022 Q1	$67K	Hold	2,050	–	–	0.02%	241
2021 Q4	$76K	Buy	+2,050	New	+$77K	0.02%	226

Other funds holding XSOE

HIIFS

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

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 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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Princeton Global Asset Management's XSOE Position: Q3 2024 in Review

Princeton Global Asset Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024, closing a stake of 2,050 shares — an estimated $62.8K sold.

Princeton Global Asset Management first reported a position in XSOE in Q4 2021 and held it in 11 quarters. The position peaked at $76K in Q4 2021. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

Princeton Global Asset Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
Princeton Global Asset Management sold 2,050 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $62.8K.
Princeton Global Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 11 quarters.
Princeton Global Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $76K in Q4 2021.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on Princeton Global Asset Management's 13F filing for Q3 2024, filed 29 Oct 2024.