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

Professional Financial 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
2023 Q2	–	Sell	-62,524	Closed	-$2.04M	–	86
2023 Q1	$2.04M	Buy	62,524 +38,091	+156%	+$1.07M	1.21%	19
2022 Q4	$652K	Sell	24,433 -1,087	-4%	-$28.2K	0.44%	47
2022 Q3	$628K	Sell	25,520 -38	-0.1%	-$1.06K	0.39%	47
2022 Q2	$733K	Sell	25,558 -36,966	-59%	-$1.11M	0.41%	53
2022 Q1	$2.04M	Buy	62,524 +12,948	+26%	+$449K	0.88%	28
2021 Q4	$1.83M	Buy	49,576 +2,802	+6%	+$105K	0.79%	27
2021 Q3	$1.75M	Buy	46,774 +2,626	+6%	+$103K	1%	19
2021 Q2	$1.87M	Buy	44,148 +2,658	+6%	+$110K	1.03%	17
2021 Q1	$1.69M	Buy	41,490 +40,206	+3,131%	+$1.7M	1.05%	17
2020 Q4	$51K	Buy	+1,284	New	+$47.2K	0.04%	123

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

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MIH

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Professional Financial Advisors's XSOE Position: Q2 2023 in Review

Professional Financial Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2023, closing a stake of 62,524 shares — an estimated $2.04M sold.

Professional Financial Advisors first reported a position in XSOE in Q4 2020 and held it in 10 quarters. The position peaked at $2.04M in Q1 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

Professional Financial Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
Professional Financial Advisors sold 62,524 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $2.04M.
Professional Financial Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 10 quarters.
Professional Financial Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.04M in Q1 2023.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on Professional Financial Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.