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

Tyler-Stone Wealth Management’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	$0	Hold	13	–	–	﹤0.01%	913
2022 Q3	$0	Hold	13	–	–	﹤0.01%	906
2022 Q2	$0	Hold	13	–	–	﹤0.01%	918
2022 Q1	$0	Hold	13	–	–	﹤0.01%	961
2021 Q4	$0	Buy	+13	New	+$489	﹤0.01%	938

Other funds holding XSOE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 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

Tyler-Stone Wealth Management's XSOE Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q4 2022 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Tyler-Stone Wealth Management first reported a position in XSOE in Q4 2021 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold XSOE as of Q4 2022.

Tyler-Stone Wealth Management held 13 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $0 as of Q4 2022.
Tyler-Stone Wealth Management left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q4 2022.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #913 holding.
Tyler-Stone Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.