Axxcess Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
15,678
-367
| -2% | -$12.7K | 0.01% | 572 |
|
|
2025
Q1 | $495K | Buy |
+16,045
| New | +$495K | 0.01% | 559 |
|
|
2024
Q2 | – | Sell |
-6,921
| Closed | -$204K | – | 960 |
|
|
2024
Q1 | $204K | Sell |
6,921
-372
| -5% | -$11K | 0.01% | 816 |
|
|
2023
Q4 | $211K | Sell |
7,293
-1,584
| -18% | -$45.7K | 0.01% | 768 |
|
|
2023
Q3 | $237K | Buy |
8,877
+546
| +7% | +$14.6K | 0.01% | 673 |
|
|
2023
Q2 | $233K | Buy |
8,331
+289
| +4% | +$8.08K | 0.02% | 521 |
|
|
2023
Q1 | $224K | Buy |
+8,042
| New | +$224K | 0.02% | 554 |
|