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

ShoreHaven Wealth Partners’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
Q3 		– Sell
-162,043
Closed -$4.53M – 79
2023
Q2 		$4.53M Sell
162,043
-38,140
-19% -$1.06M 3.03% 9
2023
Q1 		$5.57M Buy
200,183
+176,843
+758% +$4.97M 3.91% 6
2022
Q4 		$623K Sell
23,340
-14,824
-39% -$385K 0.44% 47
2022
Q3 		$939K Sell
38,164
-17,188
-31% -$480K 0.72% 35
2022
Q2 		$1.59M Sell
55,352
-131,353
-70% -$3.95M 1.14% 25
2022
Q1 		$6.1M Sell
186,705
-17,548
-9% -$609K 3.22% 9
2021
Q4 		$7.53M Buy
204,253
+4,249
+2% +$160K 3.73% 9
2021
Q3 		$7.46M Buy
200,004
+12,680
+7% +$497K 3.89% 9
2021
Q2 		$7.88M Buy
187,324
+20,940
+13% +$865K 4.24% 8
2021
Q1 		$6.77M Buy
166,384
+4,627
+3% +$195K 3.67% 9
2020
Q4 		$6.42M Buy
+161,757
New +$5.95M 3.59% 9

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ShoreHaven Wealth Partners's XSOE Position: Q3 2023 in Review

ShoreHaven Wealth Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2023, closing a stake of 162,043 shares — an estimated $4.53M sold.

ShoreHaven Wealth Partners first reported a position in XSOE in Q4 2020 and held it in 11 quarters. The position peaked at $7.88M in Q2 2021. 233 funds tracked by Wall St. Rank hold XSOE as of Q3 2023.

  • ShoreHaven Wealth Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2023 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 162,043 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2023, an estimated $4.53M.
  • ShoreHaven Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 11 quarters.
  • ShoreHaven Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $7.88M in Q2 2021.
  • 233 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.