Wealthcare Advisory Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-7,147	Closed	-$205K	–	634
2022 Q2	$205K	Sell	7,147 -1,899	-21%	-$57.2K	0.01%	527
2022 Q1	$295K	Sell	9,046 -1,613	-15%	-$56K	0.02%	418
2021 Q4	$393K	Sell	10,659 -20,183	-65%	-$759K	0.02%	372
2021 Q3	$1.15M	Sell	30,842 -18,987	-38%	-$744K	0.08%	167
2021 Q2	$2.1M	Buy	49,829 +8,023	+19%	+$332K	0.14%	102
2021 Q1	$1.7M	Buy	41,806 +23,481	+128%	+$992K	0.12%	104
2020 Q4	$727K	Buy	+18,325	New	+$674K	0.06%	188

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Wealthcare Advisory Partners's XSOE Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2022, closing a stake of 7,147 shares — an estimated $205K sold.

Wealthcare Advisory Partners first reported a position in XSOE in Q4 2020 and held it in 7 quarters. The position peaked at $2.1M in Q2 2021. 247 funds tracked by Wall St. Rank hold XSOE as of Q3 2022.

Wealthcare Advisory Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,147 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2022, an estimated $205K.
Wealthcare Advisory Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 7 quarters.
Wealthcare Advisory Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.1M in Q2 2021.
247 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.