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

WR Wealth Planners’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
2024 Q4	$14.4K	Sell	474 -534	-53%	-$17.1K	﹤0.01%	537
2024 Q3	$33.3K	Sell	1,008 -21	-2%	-$652	0.01%	397
2024 Q2	$31.5K	Sell	1,029 -480	-32%	-$14.4K	0.01%	383
2024 Q1	$44.5K	Buy	+1,509	New	+$43K	0.01%	353
2023 Q4	–	Sell	-3,222	Closed	-$85.9K	–	882
2023 Q3	$85.9K	Sell	3,222 -302	-9%	-$8.49K	0.03%	264
2023 Q2	$98.5K	Sell	3,524 -500	-12%	-$13.8K	0.04%	243
2023 Q1	$112K	Sell	4,024 -946	-19%	-$26.6K	0.05%	225
2022 Q4	$133K	Sell	4,970 -16,952	-77%	-$440K	0.08%	120
2022 Q3	$540K	Sell	21,922 -5,445	-20%	-$152K	0.38%	43
2022 Q2	$785K	Sell	27,367 -1,024	-4%	-$30.8K	0.52%	35
2022 Q1	$927K	Buy	+28,391	New	+$985K	0.55%	36

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's XSOE Position: Q4 2024 in Review

WR Wealth Planners reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 53% in Q4 2024, selling an estimated $17.1K and leaving 474 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

WR Wealth Planners first reported a position in XSOE in Q1 2022 and has held it in 11 quarters since. The position peaked at $927K in Q1 2022. 229 funds tracked by Wall St. Rank hold XSOE as of Q4 2024.

WR Wealth Planners held 474 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $14.4K as of Q4 2024.
WR Wealth Planners sold 534 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2024, an estimated $17.1K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #537 holding.
WR Wealth Planners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $927K in Q1 2022.
229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.