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

Quadcap Wealth 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
Q4 		– Sell
-6,400
Closed -$211K – 420
2024
Q3 		$211K Sell
6,400
-943
-13% -$29.3K 0.03% 355
2024
Q2 		$225K Buy
7,343
+35
+0.5% +$1.05K 0.04% 345
2024
Q1 		$215K Hold
7,308
– – 0.05% 304
2023
Q4 		$211K Buy
+7,308
New +$199K 0.05% 304

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Quadcap Wealth Management's XSOE Position: Q4 2024 in Review

Quadcap Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2024, closing a stake of 6,400 shares — an estimated $211K sold.

Quadcap Wealth Management first reported a position in XSOE in Q4 2023 and held it in 4 quarters. The position peaked at $225K in Q2 2024. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

  • Quadcap Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 6,400 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $211K.
  • Quadcap Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 4 quarters.
  • Quadcap Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $225K in Q2 2024.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on Quadcap Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.