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

Tillar-Wenstrup 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
2021 Q3	–	Sell	-91,677	Closed	-$3.86M	–	38
2021 Q2	$3.86M	Sell	91,677 -2,426	-3%	-$100K	1.76%	20
2021 Q1	$3.83M	Buy	+94,103	New	+$3.98M	1.87%	20

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Tillar-Wenstrup Advisors's XSOE Position: Q3 2021 in Review

Tillar-Wenstrup Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2021, closing a stake of 91,677 shares — an estimated $3.86M sold.

Tillar-Wenstrup Advisors first reported a position in XSOE in Q1 2021 and held it in 2 quarters. The position peaked at $3.86M in Q2 2021. 307 funds tracked by Wall St. Rank hold XSOE as of Q3 2021.

Tillar-Wenstrup Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 91,677 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $3.86M.
Tillar-Wenstrup Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 2 quarters.
Tillar-Wenstrup Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.86M in Q2 2021.
307 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2021.

Based on Tillar-Wenstrup Advisors's 13F filing for Q3 2021, filed 25 Oct 2021.