Atria Wealth Solutions’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
2025 Q2	$219K	Sell	6,345 -13,832	-69%	-$443K	0.01%	1338
2025 Q1	$623K	Buy	20,177 +9,785	+94%	+$304K	0.01%	1093
2024 Q4	$317K	Sell	10,392 -79	-0.8%	-$2.53K	﹤0.01%	1515
2024 Q3	$346K	Sell	10,471 -1,329	-11%	-$41.3K	﹤0.01%	1432
2024 Q2	$361K	Buy	11,800 +95	+0.8%	+$2.85K	﹤0.01%	1392
2024 Q1	$345K	Sell	11,705 -189	-2%	-$5.39K	﹤0.01%	1469
2023 Q4	$343K	Sell	11,894 -5,738	-33%	-$156K	﹤0.01%	1409
2023 Q3	$470K	Buy	17,632 +822	+5%	+$23.1K	0.01%	1160
2023 Q2	$470K	Sell	16,810 -1,870	-10%	-$51.8K	0.01%	1187
2023 Q1	$520K	Buy	18,680 +1,710	+10%	+$48K	0.01%	1110
2022 Q4	$453K	Buy	16,970 +584	+4%	+$15.2K	0.01%	1133
2022 Q3	$403K	Buy	16,386 +1,449	+10%	+$40.5K	0.01%	1146
2022 Q2	$428K	Sell	14,937 -1	-0%	-$30	0.01%	1051
2022 Q1	$488K	Buy	+14,938	New	+$518K	0.01%	1084