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

Rothschild Investment LLC’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
Q2 		– Sell
-750
Closed -$22.1K – 2850
2024
Q1 		$22.1K Hold
750
– – ﹤0.01% 899
2023
Q4 		$21.7K Buy
+750
New +$20.4K ﹤0.01% 842

Other funds holding XSOE

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Rothschild Investment LLC's XSOE Position: Q2 2024 in Review

Rothschild Investment LLC sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 750 shares — an estimated $22.1K sold.

Rothschild Investment LLC first reported a position in XSOE in Q4 2023 and held it in 2 quarters. The position peaked at $22.1K in Q1 2024. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

  • Rothschild Investment LLC reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 750 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $22.1K.
  • Rothschild Investment LLC first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 2 quarters.
  • Rothschild Investment LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $22.1K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Rothschild Investment LLC's 13F filing for Q2 2024, filed 31 Jul 2024.