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

Team Financial Group’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
2024 Q1	–	Sell	-1,633	Closed	-$47.2K	–	218
2023 Q4	$47.2K	Buy	1,633 +9	+0.6%	+$245	0.03%	69
2023 Q3	$43.3K	Buy	+1,624	New	+$45.6K	0.04%	69

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

MIH

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

Team Financial Group's XSOE Position: Q1 2024 in Review

Team Financial Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2024, closing a stake of 1,633 shares — an estimated $47.2K sold.

Team Financial Group first reported a position in XSOE in Q3 2023 and held it in 2 quarters. The position peaked at $47.2K in Q4 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2024.

Team Financial Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2024 after selling out during the quarter.
Team Financial Group sold 1,633 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2024, an estimated $47.2K.
Team Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2023 and held it in 2 quarters.
Team Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $47.2K in Q4 2023.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.