Aprio Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,426
| Closed | -$331K | – | 216 |
|
|
2023
Q3 | $331K | Sell |
12,426
-3,376
| -21% | -$90K | 0.09% | 108 |
|
|
2023
Q2 | $442K | Sell |
15,802
-4,419
| -22% | -$124K | 0.12% | 83 |
|
|
2023
Q1 | $563K | Sell |
20,221
-61,895
| -75% | -$1.72M | 0.17% | 59 |
|
|
2022
Q4 | $2.19M | Buy |
82,116
+24,362
| +42% | +$650K | 0.77% | 23 |
|
|
2022
Q3 | $1.42M | Sell |
57,754
-213,640
| -79% | -$5.26M | 0.57% | 29 |
|
|
2022
Q2 | $7.78M | Buy |
271,394
+231,869
| +587% | +$6.65M | 3.1% | 11 |
|
|
2022
Q1 | $1.29M | Sell |
39,525
-45,188
| -53% | -$1.48M | 0.49% | 33 |
|
|
2021
Q4 | $3.12M | Buy |
84,713
+47,795
| +129% | +$1.76M | 1.31% | 19 |
|
|
2021
Q3 | $1.38M | Buy |
36,918
+8,388
| +29% | +$313K | 0.63% | 29 |
|
|
2021
Q2 | $1.2M | Buy |
+28,530
| New | +$1.2M | 0.57% | 30 |
|