Western Financial Corp’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Western Financial Corp’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	-7,876	Closed	-$257K	–	111
2022 Q1	$257K	Buy	+7,876	New	+$273K	0.15%	83
2021 Q3	–	Sell	-5,904	Closed	-$248K	–	99
2021 Q2	$248K	Buy	5,904 +583	+11%	+$24.1K	0.13%	78
2021 Q1	$216K	Sell	5,321 -859	-14%	-$36.3K	0.13%	77
2020 Q4	$245K	Buy	+6,180	New	+$227K	0.16%	71

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

Western Financial Corp's XSOE Position: Q2 2022 in Review

Western Financial Corp sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 7,876 shares — an estimated $257K sold.

Western Financial Corp first reported a position in XSOE in Q4 2020 and held it in 4 quarters. The position peaked at $257K in Q1 2022. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

Western Financial Corp reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
Western Financial Corp sold 7,876 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $257K.
Western Financial Corp first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 4 quarters.
Western Financial Corp's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $257K 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 Western Financial Corp's 13F filing for Q2 2022, filed 22 Jul 2022.