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TS Financial Group (TSFG)’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

TS Financial Group (TSFG)’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
Q4 		– Sell
-266
Closed -$7K – 1031
2022
Q3 		$7K Sell
266
-1,424
-84% -$39.8K ﹤0.01% 590
2022
Q2 		$48K Sell
1,690
-1,092
-39% -$32.9K 0.02% 284
2022
Q1 		$91K Sell
2,782
-73
-3% -$2.53K 0.03% 221
2021
Q4 		$105K Hold
2,855
– – 0.04% 207
2021
Q3 		$107K Buy
2,855
+1,289
+82% +$50.5K 0.04% 202
2021
Q2 		$66K Buy
1,566
+312
+25% +$12.9K 0.03% 282
2021
Q1 		$51K Sell
1,254
-662
-35% -$28K 0.03% 267
2020
Q4 		$76K Hold
1,916
– – 0.04% 203
2020
Q3 		$65K Buy
1,916
+1,528
+394% +$50.8K 0.04% 190
2020
Q2 		$12K Buy
+388
New +$10.6K 0.01% 401

Other funds holding XSOE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

TS Financial Group (TSFG)'s XSOE Position: Q4 2022 in Review

TS Financial Group (TSFG) sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2022, closing a stake of 266 shares — an estimated $7K sold.

TS Financial Group (TSFG) first reported a position in XSOE in Q2 2020 and held it in 10 quarters. The position peaked at $107K in Q3 2021. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

  • TS Financial Group (TSFG) reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2022 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 266 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2022, an estimated $7K.
  • TS Financial Group (TSFG) first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and held it in 10 quarters.
  • TS Financial Group (TSFG)'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $107K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2022, filed 19 Jan 2023.