BOPW
Brandywine Oak Private Wealth’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,577
| Closed | -$207K | – | 256 |
|
2022
Q3 | $207K | Sell |
6,577
-18,726
| -74% | -$589K | 0.03% | 282 |
|
2022
Q2 | $1.08M | Sell |
25,303
-126,440
| -83% | -$5.39M | 0.14% | 99 |
|
2022
Q1 | $6.07M | Buy |
151,743
+20,042
| +15% | +$802K | 0.69% | 29 |
|
2021
Q4 | $6.98M | Buy |
+131,701
| New | +$6.98M | 0.76% | 27 |
|