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

Rowland Carmichael 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
2020 Q4	$2.78M	Buy	70,152 +11,596	+20%	+$426K	0.88%	22
2020 Q3	$1.97M	Buy	58,556 +2,081	+4%	+$69.1K	0.77%	26
2020 Q2	$1.69M	Buy	+56,475	New	+$1.54M	0.72%	29

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Rowland Carmichael Advisors's XSOE Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 20% in Q4 2020, buying an estimated $426K and bringing the position to 70,152 shares worth $2.78M. The position accounts for 0.88% of the portfolio, ranked #22.

Rowland Carmichael Advisors first reported a position in XSOE in Q2 2020 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2020.

Rowland Carmichael Advisors held 70,152 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.78M as of Q4 2020.
Rowland Carmichael Advisors bought 11,596 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2020, an estimated $426K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.88% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #22 holding.
Rowland Carmichael Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 3 quarters since.
246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.