Aprio Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $7.78M | Buy |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.2M | Buy |
|