Caliber Wealth Management (Utah)’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
2021 Q4	–	Sell	-28,397	Closed	-$1.09M	–	78
2021 Q3	$1.09M	Buy	28,397 +2,365	+9%	+$90.9K	0.77%	58
2021 Q2	$1.1M	Buy	26,032 +9,683	+59%	+$407K	0.78%	53
2021 Q1	$665K	Buy	16,349 +1,976	+14%	+$80.4K	0.48%	60
2020 Q4	$570K	Buy	+14,373	New	+$570K	0.56%	56