Advisornet Financial’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,172
| Closed | -$38.7K | – | 2272 |
|
2024
Q3 | $38.7K | Hold |
1,172
| – | – | ﹤0.01% | 976 |
|
2024
Q2 | $35.9K | Hold |
1,172
| – | – | ﹤0.01% | 921 |
|
2024
Q1 | $34.5K | Hold |
1,172
| – | – | ﹤0.01% | 924 |
|
2023
Q4 | $33.8K | Sell |
1,172
-47
| -4% | -$1.36K | ﹤0.01% | 930 |
|
2023
Q3 | $32.5K | Sell |
1,219
-37
| -3% | -$987 | ﹤0.01% | 897 |
|
2023
Q2 | $35.1K | Sell |
1,256
-80
| -6% | -$2.24K | ﹤0.01% | 909 |
|
2023
Q1 | $37.2K | Sell |
1,336
-1,452
| -52% | -$40.4K | ﹤0.01% | 876 |
|
2022
Q4 | $74.4K | Sell |
2,788
-2,513
| -47% | -$67K | 0.01% | 691 |
|
2022
Q3 | $131K | Sell |
5,301
-4,551
| -46% | -$112K | 0.01% | 591 |
|
2022
Q2 | $283K | Sell |
9,852
-53,441
| -84% | -$1.54M | 0.03% | 429 |
|
2022
Q1 | $2.07M | Buy |
63,293
+4,882
| +8% | +$159K | 0.13% | 158 |
|
2021
Q4 | $2.15M | Sell |
58,411
-7,358
| -11% | -$271K | 0.13% | 145 |
|
2021
Q3 | $2.45M | Sell |
65,769
-21,395
| -25% | -$798K | 0.17% | 118 |
|
2021
Q2 | $3.67M | Sell |
87,164
-1,441
| -2% | -$60.6K | 0.24% | 98 |
|
2021
Q1 | $3.61M | Sell |
88,605
-1,760
| -2% | -$71.6K | 0.26% | 90 |
|
2020
Q4 | $3.59M | Buy |
90,365
+340
| +0.4% | +$13.5K | 0.29% | 74 |
|
2020
Q3 | $3.03M | Sell |
90,025
-4,594
| -5% | -$155K | 0.26% | 87 |
|
2020
Q2 | $2.83M | Buy |
94,619
+93,864
| +12,432% | +$2.81M | 0.23% | 103 |
|
2020
Q1 | $18K | Sell |
755
-955
| -56% | -$22.8K | ﹤0.01% | 1093 |
|
2019
Q4 | $53K | Buy |
+1,710
| New | +$53K | ﹤0.01% | 874 |
|
2018
Q4 | – | Sell |
-9,733
| Closed | -$275K | – | 1597 |
|
2018
Q3 | $275K | Buy |
9,733
+6,423
| +194% | +$181K | 0.03% | 362 |
|
2018
Q2 | $97K | Buy |
+3,310
| New | +$97K | 0.01% | 535 |
|