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

USAdvisors 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 Q2	–	Sell	-7,647	Closed	-$250K	–	127
2022 Q1	$250K	Sell	7,647 -926	-11%	-$32.1K	0.11%	106
2021 Q4	$316K	Sell	8,573 -169	-2%	-$6.35K	0.13%	95
2021 Q3	$326K	Buy	8,742 +36	+0.4%	+$1.41K	0.14%	89
2021 Q2	$366K	Sell	8,706 -278	-3%	-$11.5K	0.2%	80
2021 Q1	$366K	Buy	8,984 +1,450	+19%	+$61.3K	0.18%	82
2020 Q4	$310K	Buy	+7,534	New	+$277K	0.15%	73

Other funds holding XSOE

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USAdvisors Wealth Management's XSOE Position: Q2 2022 in Review

USAdvisors Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 7,647 shares — an estimated $250K sold.

USAdvisors Wealth Management first reported a position in XSOE in Q4 2020 and held it in 6 quarters. The position peaked at $366K in Q2 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

USAdvisors Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 7,647 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $250K.
USAdvisors Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 6 quarters.
USAdvisors Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $366K in Q2 2021.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on USAdvisors Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.