WWG
XSOE icon

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

West Wealth Group’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
-245,140
Closed -$8.01M – 73
2022
Q1 		$8.01M Buy
245,140
+49,448
+25% +$1.72M 3.18% 8
2021
Q4 		$7.21M Buy
+195,692
New +$7.35M 2.71% 11

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 $377B 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 $16.6B 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 $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Wealth Group's XSOE Position: Q2 2022 in Review

West Wealth Group sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 245,140 shares — an estimated $8.01M sold.

West Wealth Group first reported a position in XSOE in Q4 2021 and held it in 2 quarters. The position peaked at $8.01M in Q1 2022. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

  • West Wealth Group reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
  • West Wealth Group sold 245,140 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $8.01M.
  • West Wealth Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and held it in 2 quarters.
  • West Wealth Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $8.01M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2022.

Based on West Wealth Group's 13F filing for Q2 2022, filed 27 Jul 2022.