Arcadia Wealth Management (New Hampshire)’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
-13,053
Closed -$348K 58
2023
Q3
$348K Sell
13,053
-379
-3% -$10.1K 0.27% 41
2023
Q2
$375K Sell
13,432
-7,077
-35% -$198K 0.28% 42
2023
Q1
$571K Buy
20,509
+11,754
+134% +$327K 0.47% 33
2022
Q4
$234K Buy
+8,755
New +$234K 0.21% 52