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

United Capital Financial 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
2017 Q4	–	Sell	-231,874	Closed	-$6.86M	–	1366
2017 Q3	$6.86M	Buy	+231,874	New	+$6.69M	0.06%	338

Other funds holding XSOE

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

United Capital Financial Advisors's XSOE Position: Q4 2017 in Review

United Capital Financial Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2017, closing a stake of 231,874 shares — an estimated $6.86M sold.

United Capital Financial Advisors first reported a position in XSOE in Q3 2017 and held it in 1 quarter. The position peaked at $6.86M in Q3 2017. 8 funds tracked by Wall St. Rank hold XSOE as of Q4 2017.

United Capital Financial Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 231,874 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2017, an estimated $6.86M.
United Capital Financial Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2017 and held it in 1 quarter.
United Capital Financial Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.86M in Q3 2017.
8 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.