Avantax Advisory Services’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 | $2.52M | Buy |
73,084
+414
| +0.6% | +$14.3K | 0.01% | 693 |
|
|
2025
Q1 | $2.24M | Buy |
72,670
+2,013
| +3% | +$62.1K | 0.01% | 690 |
|
|
2024
Q4 | $2.15M | Buy |
70,657
+258
| +0.4% | +$7.86K | 0.01% | 680 |
|
|
2024
Q3 | $2.33M | Buy |
70,399
+4,941
| +8% | +$163K | 0.02% | 625 |
|
|
2024
Q2 | $2M | Buy |
65,458
+11,240
| +21% | +$344K | 0.01% | 660 |
|
|
2024
Q1 | $1.6M | Buy |
54,218
+6,445
| +13% | +$190K | 0.01% | 602 |
|
|
2023
Q4 | $1.38M | Buy |
47,773
+5,077
| +12% | +$147K | 0.01% | 616 |
|
|
2023
Q3 | $1.14M | Buy |
42,696
+930
| +2% | +$24.8K | 0.01% | 637 |
|
|
2023
Q2 | $1.17M | Buy |
41,766
+4,079
| +11% | +$114K | 0.01% | 629 |
|
|
2023
Q1 | $1.05M | Buy |
37,687
+127
| +0.3% | +$3.54K | 0.01% | 655 |
|
|
2022
Q4 | $1M | Buy |
37,560
+268
| +0.7% | +$7.15K | 0.01% | 637 |
|
|
2022
Q3 | $918K | Buy |
37,292
+3,308
| +10% | +$81.4K | 0.01% | 583 |
|
|
2022
Q2 | $975K | Sell |
33,984
-3,520
| -9% | -$101K | 0.01% | 554 |
|
|
2022
Q1 | $1.23M | Buy |
37,504
+8,256
| +28% | +$270K | 0.02% | 488 |
|
|
2021
Q4 | $1.08M | Sell |
29,248
-18,084
| -38% | -$667K | 0.02% | 518 |
|
|
2021
Q3 | $1.77M | Buy |
47,332
+13,263
| +39% | +$495K | 0.03% | 364 |
|
|
2021
Q2 | $1.43M | Buy |
34,069
+23,545
| +224% | +$990K | 0.03% | 399 |
|
|
2021
Q1 | $426K | Sell |
10,524
-2,317
| -18% | -$93.8K | 0.01% | 672 |
|
|
2020
Q4 | $507K | Sell |
12,841
-10,144
| -44% | -$401K | 0.01% | 553 |
|
|
2020
Q3 | $773K | Buy |
22,985
+16,133
| +235% | +$543K | 0.01% | 627 |
|
|
2020
Q2 | $203K | Buy |
+6,852
| New | +$203K | 0.01% | 784 |
|