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

Stratos Wealth Advisors’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 Q2	–	Sell	-41,920	Closed	-$1.37M	–	565
2022 Q1	$1.37M	Buy	41,920 +6,636	+19%	+$230K	0.11%	220
2021 Q4	$1.3M	Sell	35,284 -4,249	-11%	-$160K	0.09%	248
2021 Q3	$1.48M	Sell	39,533 -23,585	-37%	-$924K	0.13%	203
2021 Q2	$2.65M	Buy	63,118 +11,437	+22%	+$473K	0.23%	115
2021 Q1	$2.1M	Buy	51,681 +4,043	+8%	+$171K	0.22%	117
2020 Q4	$1.89M	Buy	47,638 +26,312	+123%	+$967K	0.26%	93
2020 Q3	$718K	Buy	21,326 +6,775	+47%	+$225K	0.17%	137
2020 Q2	$435K	Buy	+14,551	New	+$398K	0.13%	156

Other funds holding XSOE

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $22.3B AUM 79.91% 1-Year Est. Return

MIH

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stratos Wealth Advisors's XSOE Position: Q2 2022 in Review

Stratos Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 41,920 shares — an estimated $1.37M sold.

Stratos Wealth Advisors first reported a position in XSOE in Q2 2020 and held it in 8 quarters. The position peaked at $2.65M in Q2 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

Stratos Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 41,920 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $1.37M.
Stratos Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and held it in 8 quarters.
Stratos Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.65M in Q2 2021.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on Stratos Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.