Atria Wealth Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $219K | Sell |
6,345
-13,832
| -69% | -$477K | ﹤0.01% | 1337 |
|
2025
Q1 | $623K | Buy |
20,177
+9,785
| +94% | +$302K | 0.01% | 1086 |
|
2024
Q4 | $317K | Sell |
10,392
-79
| -0.8% | -$2.41K | ﹤0.01% | 1493 |
|
2024
Q3 | $346K | Sell |
10,471
-1,329
| -11% | -$43.9K | ﹤0.01% | 1421 |
|
2024
Q2 | $361K | Buy |
11,800
+95
| +0.8% | +$2.91K | ﹤0.01% | 1380 |
|
2024
Q1 | $345K | Sell |
11,705
-189
| -2% | -$5.57K | ﹤0.01% | 1461 |
|
2023
Q4 | $343K | Sell |
11,894
-5,738
| -33% | -$166K | ﹤0.01% | 1398 |
|
2023
Q3 | $470K | Buy |
17,632
+822
| +5% | +$21.9K | 0.01% | 1154 |
|
2023
Q2 | $470K | Sell |
16,810
-1,870
| -10% | -$52.3K | 0.01% | 1182 |
|
2023
Q1 | $520K | Buy |
18,680
+1,710
| +10% | +$47.6K | 0.01% | 1107 |
|
2022
Q4 | $453K | Buy |
16,970
+584
| +4% | +$15.6K | 0.01% | 1126 |
|
2022
Q3 | $403K | Buy |
16,386
+1,449
| +10% | +$35.7K | 0.01% | 1139 |
|
2022
Q2 | $428K | Sell |
14,937
-1
| -0% | -$29 | 0.01% | 1026 |
|
2022
Q1 | $488K | Buy |
+14,938
| New | +$488K | 0.01% | 1084 |
|