Southern Farm Bureau Life Insurance’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Southern Farm Bureau Life Insurance’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
2022 Q4	–	Sell	-370,186	Closed	-$9.11M	–	19
2022 Q3	$9.11M	Hold	370,186	–	–	1.5%	14
2022 Q2	$10.6M	Hold	370,186	–	–	1.57%	14
2022 Q1	$12.1M	Hold	370,186	–	–	1.69%	12
2021 Q4	$13.6M	Hold	370,186	–	–	1.87%	12
2021 Q3	$13.8M	Hold	370,186	–	–	2.02%	12
2021 Q2	$15.6M	Buy	370,186 +250,986	+211%	+$10.4M	2.14%	13
2021 Q1	$4.85M	Buy	+119,200	New	+$5.04M	0.81%	23

Other funds holding XSOE

HIIFS

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Southern Farm Bureau Life Insurance's XSOE Position: Q4 2022 in Review

Southern Farm Bureau Life Insurance sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022, closing a stake of 370,186 shares — an estimated $9.11M sold.

Southern Farm Bureau Life Insurance first reported a position in XSOE in Q1 2021 and held it in 7 quarters. The position peaked at $15.6M in Q2 2021. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

Southern Farm Bureau Life Insurance reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
Southern Farm Bureau Life Insurance sold 370,186 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $9.11M.
Southern Farm Bureau Life Insurance first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 7 quarters.
Southern Farm Bureau Life Insurance's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $15.6M in Q2 2021.
246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q4 2022, filed 24 Jan 2023.