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

SteelPeak Wealth’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
-354,520
Closed -$14.1M – 421
2020
Q4 		$14.1M Buy
+354,520
New +$13M 1.28% 16

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SteelPeak Wealth's XSOE Position: Q1 2021 in Review

SteelPeak Wealth sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2021, closing a stake of 354,520 shares — an estimated $14.1M sold.

SteelPeak Wealth first reported a position in XSOE in Q4 2020 and held it in 1 quarter. The position peaked at $14.1M in Q4 2020. 305 funds tracked by Wall St. Rank hold XSOE as of Q1 2021.

  • SteelPeak Wealth reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 354,520 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2021, an estimated $14.1M.
  • SteelPeak Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 1 quarter.
  • SteelPeak Wealth's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $14.1M 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 SteelPeak Wealth's 13F filing for Q1 2021, filed 18 May 2021.