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

World Investment 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	-6,405	Closed	-$209K	–	295
2022 Q1	$209K	Sell	6,405 -288	-4%	-$10K	0.04%	250
2021 Q4	$244K	Buy	6,693 +934	+16%	+$35.1K	0.05%	232
2021 Q3	$215K	Buy	5,759 +124	+2%	+$4.86K	0.05%	234
2021 Q2	$237K	Buy	5,635 +244	+5%	+$10.1K	0.05%	220
2021 Q1	$212K	Buy	5,391 +46	+0.9%	+$1.94K	0.05%	212
2020 Q4	$240K	Buy	+5,345	New	+$197K	0.06%	199

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

World Investment Advisors's XSOE Position: Q2 2022 in Review

World Investment Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2022, closing a stake of 6,405 shares — an estimated $209K sold.

World Investment Advisors first reported a position in XSOE in Q4 2020 and held it in 6 quarters. The position peaked at $244K in Q4 2021. 268 funds tracked by Wall St. Rank hold XSOE as of Q2 2022.

World Investment Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2022 after selling out during the quarter.
World Investment Advisors sold 6,405 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2022, an estimated $209K.
World Investment Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 6 quarters.
World Investment Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $244K 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 World Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.