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

Sterling Financial Planning’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 Q4	–	Sell	-2,000	Closed	-$75K	–	409
2021 Q3	$75K	Hold	2,000	–	–	0.05%	154
2021 Q2	$84K	Buy	+2,000	New	+$82.7K	0.05%	130

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MIH

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

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

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

Sterling Financial Planning's XSOE Position: Q4 2021 in Review

Sterling Financial Planning sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2021, closing a stake of 2,000 shares — an estimated $75K sold.

Sterling Financial Planning first reported a position in XSOE in Q2 2021 and held it in 2 quarters. The position peaked at $84K in Q2 2021. 326 funds tracked by Wall St. Rank hold XSOE as of Q4 2021.

Sterling Financial Planning reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 2,000 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2021, an estimated $75K.
Sterling Financial Planning first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 2 quarters.
Sterling Financial Planning's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $84K in Q2 2021.
326 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.