Strait & Sound Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Strait & Sound Wealth Management’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
2023 Q4	–	Sell	-10,000	Closed	-$267K	–	139
2023 Q3	$267K	Hold	10,000	–	–	0.23%	101
2023 Q2	$280K	Hold	10,000	–	–	0.28%	79
2023 Q1	$278K	Hold	10,000	–	–	0.28%	87
2022 Q4	$291K	Buy	+10,000	New	+$260K	0.32%	77

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

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

OIA

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

MIH

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strait & Sound Wealth Management's XSOE Position: Q4 2023 in Review

Strait & Sound Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2023, closing a stake of 10,000 shares — an estimated $267K sold.

Strait & Sound Wealth Management first reported a position in XSOE in Q4 2022 and held it in 4 quarters. The position peaked at $291K in Q4 2022. 242 funds tracked by Wall St. Rank hold XSOE as of Q4 2023.

Strait & Sound Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2023 after selling out during the quarter.
Strait & Sound Wealth Management sold 10,000 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2023, an estimated $267K.
Strait & Sound Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and held it in 4 quarters.
Strait & Sound Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $291K in Q4 2022.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.