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WISDOMTREE TRUST EMERG MKTS EX-STATE-OWN ENTERPRISES FDWISDOMTREE TRUST EMERG MKTS EX-STATE-OWN ENTERPRISES FDWISDOMTREE TRUST EMERG MKTS EX-STATE-OWN ENTERPRISES FD

WISDOMTREE TRUST EMERG MKTS EX-STATE-OWN ENTERPRISES FD

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Overview
Analysis Holdings Discussions Technicals Seasonals

XSOE chart


Full chart

Key stats


Assets under management (AUM)
‪33.72 B‬ MXN
Fund flows (1Y)
‪−8.59 B‬ MXN
Dividend yield (indicated)
1.36%
Discount/Premium to NAV
13.9%
Shares outstanding
‪1.06 B‬
Expense ratio
0.32%

About WISDOMTREE TRUST EMERG MKTS EX-STATE-OWN ENTERPRISES FD


Issuer
WisdomTree, Inc.
Brand
WisdomTree
Home page
wisdomtree.com
Inception date
Dec 10, 2014
Structure
Open-Ended Fund
Index tracked
WisdomTree Emerging Markets ex State Owned Enterprises Index
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
XSOE is designed around the premise that private corporations run more effectively than those controlled by the government. The fund aims to provide broad emerging market exposure, excluding state-owned enterprises (SOEs) that tend to dominate the financial and energy sectors in most emerging market economies. The fund defines an SOE as one with more than 20% government ownership. The selection universe starts with the emerging market companies from across various sectors that meet its market cap, liquidity, and tradability screens. From this, the fund removes all state-owned enterprises (SOEs) and all remained securities are then weighted by market capitalization, subject to adjustments relative to country and sector weights prior to the removal of SOEs. The index constituents rebalance annually.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
ESG
Geography
Emerging Markets
Weighting scheme
Market cap
Selection criteria
Principles-based

XSOE analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Finance
Stock breakdown by region
5%2%3%2%4%81%
Top 10 holdings

Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to XSOE via country, focus, and more.