Y.D. More Investments’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Y.D. More Investments’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
2023 Q2	–	Sell	-28,000	Closed	-$780K	–	358
2023 Q1	$780K	Buy	28,000 +20,070	+253%	+$563K	0.18%	65
2022 Q4	$215K	Buy	+7,930	New	+$206K	0.05%	153

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Y.D. More Investments's XSOE Position: Q2 2023 in Review

Y.D. More Investments sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2023, closing a stake of 28,000 shares — an estimated $780K sold.

Y.D. More Investments first reported a position in XSOE in Q4 2022 and held it in 2 quarters. The position peaked at $780K in Q1 2023. 242 funds tracked by Wall St. Rank hold XSOE as of Q2 2023.

Y.D. More Investments reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2023 after selling out during the quarter.
Y.D. More Investments sold 28,000 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2023, an estimated $780K.
Y.D. More Investments first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and held it in 2 quarters.
Y.D. More Investments's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $780K in Q1 2023.
242 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2023.

Based on Y.D. More Investments's 13F filing for Q2 2023, filed 12 Jul 2023.