BRWA
B. Riley Wealth Advisors’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 | $3.44M | Buy |
+99,757
| New | +$3.44M | 0.16% | 130 |
|
|
2024
Q4 | $2.09M | Sell |
68,465
-92,092
| -57% | -$2.81M | 0.07% | 271 |
|
|
2024
Q3 | $5.34M | Sell |
160,557
-5,048
| -3% | -$168K | 0.15% | 151 |
|
|
2024
Q2 | $5.07M | Buy |
165,605
+14,268
| +9% | +$437K | 0.13% | 164 |
|
|
2024
Q1 | $4.04M | Sell |
151,337
-90,020
| -37% | -$2.4M | 0.11% | 185 |
|
|
2023
Q4 | $6.97M | Buy |
241,357
+90,020
| +59% | +$2.6M | 0.19% | 120 |
|
|
2023
Q3 | $4.04M | Sell |
151,337
-147,651
| -49% | -$3.94M | 0.11% | 185 |
|
|
2023
Q2 | $8.36M | Sell |
298,988
-71,287
| -19% | -$1.99M | 0.19% | 110 |
|
|
2023
Q1 | $10.3M | Sell |
370,275
-41,352
| -10% | -$1.15M | 0.27% | 74 |
|
|
2022
Q4 | $11M | Buy |
411,627
+134,577
| +49% | +$3.59M | 0.31% | 73 |
|
|
2022
Q3 | $6.82M | Sell |
277,050
-5,101
| -2% | -$126K | 0.21% | 101 |
|
|
2022
Q2 | $8.09M | Sell |
282,151
-10,528
| -4% | -$302K | 0.34% | 62 |
|
|
2022
Q1 | $9.56M | Sell |
292,679
-120,282
| -29% | -$3.93M | 0.31% | 63 |
|
|
2021
Q4 | $15.2M | Sell |
412,961
-14,482
| -3% | -$534K | 0.44% | 37 |
|
|
2021
Q3 | $16.9M | Buy |
427,443
+6,736
| +2% | +$266K | 0.54% | 28 |
|
|
2021
Q2 | $17.4M | Sell |
420,707
-837
| -0.2% | -$34.7K | 0.57% | 26 |
|
|
2021
Q1 | $17M | Buy |
421,544
+21,635
| +5% | +$870K | 0.6% | 25 |
|
|
2020
Q4 | $15.9M | Buy |
399,909
+32,247
| +9% | +$1.28M | 0.85% | 15 |
|
|
2020
Q3 | $11.7M | Buy |
367,662
+14,911
| +4% | +$474K | 0.62% | 33 |
|
|
2020
Q2 | $10.6M | Buy |
352,751
+65,316
| +23% | +$1.95M | 0.7% | 22 |
|
|
2020
Q1 | $7.02M | Buy |
+287,435
| New | +$7.02M | 0.6% | 32 |
|