Simplicity Solutions’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-259,898	Closed	-$10.3M	–	1008
2020 Q4	$10.3M	Buy	259,898 +243,569	+1,492%	+$8.96M	0.15%	139
2020 Q3	$550K	Sell	16,329 -64,087	-80%	-$2.13M	0.01%	610
2020 Q2	$2.4M	Buy	+80,416	New	+$2.2M	0.05%	272
2019 Q4	–	Sell	-10,700	Closed	-$296K	–	878
2019 Q3	$296K	Buy	+10,700	New	+$300K	0.01%	551

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Simplicity Solutions's XSOE Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2021, closing a stake of 259,898 shares — an estimated $10.3M sold.

Simplicity Solutions first reported a position in XSOE in Q3 2019 and held it in 4 quarters. The position peaked at $10.3M in Q4 2020. 305 funds tracked by Wall St. Rank hold XSOE as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 259,898 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2021, an estimated $10.3M.
Simplicity Solutions first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2019 and held it in 4 quarters.
Simplicity Solutions's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.3M in Q4 2020.
305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.