Sowell Financial Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-46,852	Closed	-$1.38M	–	575
2024 Q1	$1.38M	Sell	46,852 -1,182	-2%	-$33.7K	0.07%	295
2023 Q4	$1.39M	Sell	48,034 -3,382	-7%	-$92K	0.08%	276
2023 Q3	$1.37M	Sell	51,416 -717	-1%	-$20.2K	0.09%	254
2023 Q2	$1.46M	Buy	+52,133	New	+$1.44M	0.08%	280
2023 Q1	–	Sell	-32,885	Closed	-$877K	–	849
2022 Q4	$877K	Buy	+32,885	New	+$854K	0.06%	334
2021 Q3	–	Sell	-12,260	Closed	-$516K	–	563
2021 Q2	$516K	Sell	12,260 -11,420	-48%	-$472K	0.03%	413
2021 Q1	$976K	Sell	23,680 -20,109	-46%	-$849K	0.03%	422
2020 Q4	$1.74M	Buy	43,789 +24,204	+124%	+$890K	0.07%	230
2020 Q3	$659K	Sell	19,585 -2,431	-11%	-$80.8K	0.03%	393
2020 Q2	$658K	Buy	+22,016	New	+$602K	0.04%	377

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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MIH

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Sowell Financial Services's XSOE Position: Q2 2024 in Review

Sowell Financial Services sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2024, closing a stake of 46,852 shares — an estimated $1.38M sold.

Sowell Financial Services first reported a position in XSOE in Q2 2020 and held it in 10 quarters. The position peaked at $1.74M in Q4 2020. 228 funds tracked by Wall St. Rank hold XSOE as of Q2 2024.

Sowell Financial Services reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 46,852 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2024, an estimated $1.38M.
Sowell Financial Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and held it in 10 quarters.
Sowell Financial Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.74M in Q4 2020.
228 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.