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

TimeScale Financial’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
2023
Q2 		$482K Buy
17,243
+5,651
+49% +$156K 0.1% 50
2023
Q1 		$323K Buy
+11,592
New +$325K 0.07% 63

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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TimeScale Financial's XSOE Position: Q2 2023 in Review

TimeScale Financial increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 49% in Q2 2023, buying an estimated $156K and bringing the position to 17,243 shares worth $482K. The position accounts for 0.1% of the portfolio, ranked #50.

TimeScale Financial first reported a position in XSOE in Q1 2023 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

  • TimeScale Financial held 17,243 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $482K as of Q2 2023.
  • TimeScale Financial bought 5,651 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $156K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.1% of TimeScale Financial's portfolio in Q2 2023, its #50 holding.
  • TimeScale Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.