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TFG Advisers’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

TFG Advisers’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
Q1 		– Sell
-7,569
Closed -$279K – 207
2021
Q4 		$279K Sell
7,569
-3,755
-33% -$141K 0.12% 169
2021
Q3 		$423K Buy
11,324
+67
+0.6% +$2.63K 0.2% 121
2021
Q2 		$474K Buy
11,257
+1,381
+14% +$57.1K 0.23% 110
2021
Q1 		$402K Buy
9,876
+4,236
+75% +$179K 0.21% 119
2020
Q4 		$223K Buy
+5,640
New +$207K 0.12% 168

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TFG Advisers's XSOE Position: Q1 2022 in Review

TFG Advisers sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2022, closing a stake of 7,569 shares — an estimated $279K sold.

TFG Advisers first reported a position in XSOE in Q4 2020 and held it in 5 quarters. The position peaked at $474K in Q2 2021. 317 funds tracked by Wall St. Rank hold XSOE as of Q1 2022.

  • TFG Advisers reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2022 after selling out during the quarter.
  • TFG Advisers sold 7,569 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2022, an estimated $279K.
  • TFG Advisers first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 5 quarters.
  • TFG Advisers's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $474K in Q2 2021.
  • 317 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2022.

Based on TFG Advisers's 13F filing for Q1 2022, filed 20 Apr 2022.