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

Realta Investment 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
2024 Q3	–	Sell	-617	Closed	-$18.9K	–	784
2024 Q2	$18.9K	Hold	617	–	–	﹤0.01%	622
2024 Q1	$18.2K	Buy	+617	New	+$17.6K	﹤0.01%	650
2023 Q4	–	Sell	-617	Closed	-$17.2K	–	815
2023 Q3	$17.2K	Hold	617	–	–	﹤0.01%	632
2023 Q2	$17.2K	Buy	+617	New	+$17.1K	﹤0.01%	677
2023 Q1	–	Sell	-617	Closed	-$16.5K	–	847
2022 Q4	$16.5K	Buy	+617	New	+$16K	﹤0.01%	668

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

Realta Investment Advisors's XSOE Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2024, closing a stake of 617 shares — an estimated $18.9K sold.

Realta Investment Advisors first reported a position in XSOE in Q4 2022 and held it in 5 quarters. The position peaked at $18.9K in Q2 2024. 230 funds tracked by Wall St. Rank hold XSOE as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 617 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2024, an estimated $18.9K.
Realta Investment Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and held it in 5 quarters.
Realta Investment Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $18.9K in Q2 2024.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.