Victory Capital Management
XSOE icon

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

Victory Capital 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
2019
Q1 		– Sell
-12,500
Closed -$320K – 1884
2018
Q4 		$320K Buy
12,500
+1,000
+9% +$26.1K ﹤0.01% 1462
2018
Q3 		$325K Hold
11,500
– – ﹤0.01% 1515
2018
Q2 		$338K Buy
+11,500
New +$359K ﹤0.01% 1490

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Victory Capital Management's XSOE Position: Q1 2019 in Review

Victory Capital Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2019, closing a stake of 12,500 shares — an estimated $320K sold.

Victory Capital Management first reported a position in XSOE in Q2 2018 and held it in 3 quarters. The position peaked at $338K in Q2 2018. 41 funds tracked by Wall St. Rank hold XSOE as of Q1 2019.

  • Victory Capital Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2019 after selling out during the quarter.
  • Victory Capital Management sold 12,500 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2019, an estimated $320K.
  • Victory Capital Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2018 and held it in 3 quarters.
  • Victory Capital Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $338K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2019.

Based on Victory Capital Management's 13F filing for Q1 2019, filed 3 May 2019.