SPI
XSOE icon

Sutton Place Investors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Sutton Place Investors’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
Q3 		– Sell
-15,252
Closed -$437K – 74
2022
Q2 		$437K Sell
15,252
-11,679
-43% -$352K 0.64% 42
2022
Q1 		$818K Buy
26,931
+5,476
+26% +$190K 0.98% 32
2021
Q4 		$791K Buy
+21,455
New +$806K 0.91% 32

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Place Investors's XSOE Position: Q3 2022 in Review

Sutton Place Investors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2022, closing a stake of 15,252 shares — an estimated $437K sold.

Sutton Place Investors first reported a position in XSOE in Q4 2021 and held it in 3 quarters. The position peaked at $818K in Q1 2022. 248 funds tracked by Wall St. Rank hold XSOE as of Q3 2022.

  • Sutton Place Investors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2022 after selling out during the quarter.
  • Sutton Place Investors sold 15,252 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $437K.
  • Sutton Place Investors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 3 quarters.
  • Sutton Place Investors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $818K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2022.

Based on Sutton Place Investors's 13F filing for Q3 2022, filed 14 Nov 2022.