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TrinityPoint Wealth’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

TrinityPoint Wealth’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
-5,273
Closed -$222K – 317
2021
Q2 		$222K Buy
+5,273
New +$218K 0.05% 245

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of Nova Scotia
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

TrinityPoint Wealth's XSOE Position: Q3 2021 in Review

TrinityPoint Wealth sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2021, closing a stake of 5,273 shares — an estimated $222K sold.

TrinityPoint Wealth first reported a position in XSOE in Q2 2021 and held it in 1 quarter. The position peaked at $222K in Q2 2021. 307 funds tracked by Wall St. Rank hold XSOE as of Q3 2021.

  • TrinityPoint Wealth reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
  • TrinityPoint Wealth sold 5,273 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $222K.
  • TrinityPoint Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 1 quarter.
  • TrinityPoint Wealth's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $222K 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 TrinityPoint Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.