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

Ropes Wealth 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
Q1 		– Sell
-9,407
Closed -$251K – 272
2022
Q4 		$251K Buy
+9,407
New +$244K 0.05% 243

Other funds holding XSOE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ropes Wealth Advisors's XSOE Position: Q1 2023 in Review

Ropes Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2023, closing a stake of 9,407 shares — an estimated $251K sold.

Ropes Wealth Advisors first reported a position in XSOE in Q4 2022 and held it in 1 quarter. The position peaked at $251K in Q4 2022. 248 funds tracked by Wall St. Rank hold XSOE as of Q1 2023.

  • Ropes Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2023 after selling out during the quarter.
  • Ropes Wealth Advisors sold 9,407 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2023, an estimated $251K.
  • Ropes Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and held it in 1 quarter.
  • Ropes Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $251K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2023.

Based on Ropes Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.