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

Sightline 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
2024 Q1	–	Sell	-7,303	Closed	-$211K	–	78
2023 Q4	$211K	Sell	7,303 -3,101	-30%	-$84.4K	0.16%	65
2023 Q3	$277K	Sell	10,404 -24,136	-70%	-$678K	0.26%	55
2023 Q2	$962K	Buy	+34,540	New	+$957K	0.96%	23
2022 Q4	–	Sell	-44,492	Closed	-$1.11M	–	66
2022 Q3	$1.11M	Sell	44,492 -770	-2%	-$21.5K	1.3%	14
2022 Q2	$1.29M	Buy	45,262 +963	+2%	+$29K	1.26%	14
2022 Q1	$1.45M	Buy	44,299 +997	+2%	+$34.6K	1.2%	14
2021 Q4	$1.6M	Buy	43,302 +2,145	+5%	+$80.6K	1.43%	11
2021 Q3	$1.54M	Buy	41,157 +1,812	+5%	+$71K	1.28%	13
2021 Q2	$1.66M	Buy	39,345 +1,156	+3%	+$47.8K	1.37%	13
2021 Q1	$1.55M	Buy	38,189 +17,238	+82%	+$728K	1.44%	13
2020 Q4	$831K	Buy	+20,951	New	+$770K	0.82%	20

Other funds holding XSOE

HIIFS

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sightline Wealth Advisors's XSOE Position: Q1 2024 in Review

Sightline Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2024, closing a stake of 7,303 shares — an estimated $211K sold.

Sightline Wealth Advisors first reported a position in XSOE in Q4 2020 and held it in 11 quarters. The position peaked at $1.66M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2024.

Sightline Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
Sightline Wealth Advisors sold 7,303 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $211K.
Sightline Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 11 quarters.
Sightline Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.66M in Q2 2021.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2024.

Based on Sightline Wealth Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.