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Scotia Capital’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Scotia Capital’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
2018
Q3 		– Sell
-6,604
Closed -$214K – 775
2018
Q2 		$214K Hold
6,604
– – ﹤0.01% 622
2018
Q1 		$214K Buy
+6,604
New +$219K ﹤0.01% 649

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Scotia Capital's XSOE Position: Q3 2018 in Review

Scotia Capital sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2018, closing a stake of 6,604 shares — an estimated $214K sold.

Scotia Capital first reported a position in XSOE in Q1 2018 and held it in 2 quarters. The position peaked at $214K in Q2 2018. 32 funds tracked by Wall St. Rank hold XSOE as of Q3 2018.

  • Scotia Capital reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2018 after selling out during the quarter.
  • Scotia Capital sold 6,604 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2018, an estimated $214K.
  • Scotia Capital first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and held it in 2 quarters.
  • Scotia Capital's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $214K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2018.

Based on Scotia Capital's 13F filing for Q3 2018, filed 14 Nov 2018.