VWA
XSOE icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return