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

Visionary Wealth 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
2022 Q2	–	Sell	-47,366	Closed	-$1.55M	–	481
2022 Q1	$1.55M	Buy	47,366 +3,710	+8%	+$129K	0.12%	144
2021 Q4	$1.61M	Buy	43,656 +2,240	+5%	+$84.2K	0.13%	136
2021 Q3	$1.55M	Buy	41,416 +4,985	+14%	+$195K	0.16%	120
2021 Q2	$1.53M	Buy	36,431 +12,117	+50%	+$501K	0.15%	123
2021 Q1	$989K	Buy	24,314 +4,610	+23%	+$195K	0.1%	145
2020 Q4	$782K	Buy	19,704 +1,461	+8%	+$53.7K	0.09%	155
2020 Q3	$614K	Buy	+18,243	New	+$606K	0.09%	145

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

Visionary Wealth Advisors's XSOE Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 47,366 shares — an estimated $1.55M sold.

Visionary Wealth Advisors first reported a position in XSOE in Q3 2020 and held it in 7 quarters. The position peaked at $1.61M in Q4 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

Visionary Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 47,366 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $1.55M.
Visionary Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and held it in 7 quarters.
Visionary Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.61M in Q4 2021.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

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