Smart Money Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Smart Money Group’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	–	Sell	-91,198	Closed	-$3.07M	–	93
2020 Q3	$3.07M	Sell	91,198 -16,537	-15%	-$549K	1.32%	27
2020 Q2	$3.22M	Buy	+107,735	New	+$2.95M	1.91%	19

Other funds holding XSOE

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

HIIFS

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

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

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

MIFH

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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 $239B AUM 42.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PVH

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

Smart Money Group's XSOE Position: Q4 2020 in Review

Smart Money Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2020, closing a stake of 91,198 shares — an estimated $3.07M sold.

Smart Money Group first reported a position in XSOE in Q2 2020 and held it in 2 quarters. The position peaked at $3.22M in Q2 2020. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2020.

Smart Money Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 91,198 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2020, an estimated $3.07M.
Smart Money Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and held it in 2 quarters.
Smart Money Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.22M in Q2 2020.
246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.