Capital Investment 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 | $153K | Buy |
4,430
+1,347
| +44% | +$46.4K | 0.01% | 593 |
|
|
2025
Q1 | $95.2K | Buy |
3,083
+624
| +25% | +$19.3K | 0.01% | 626 |
|
|
2024
Q4 | $74.9K | Buy |
2,459
+1,250
| +103% | +$38.1K | 0.01% | 607 |
|
|
2024
Q3 | $39.9K | Buy |
1,209
+1,033
| +587% | +$34.1K | ﹤0.01% | 716 |
|
|
2024
Q2 | $5.39K | Hold |
176
| – | – | ﹤0.01% | 866 |
|
|
2024
Q1 | $5.19K | Hold |
176
| – | – | ﹤0.01% | 862 |
|
|
2023
Q4 | $5.08K | Sell |
176
-65
| -27% | -$1.88K | ﹤0.01% | 858 |
|
|
2023
Q3 | $6.43K | Hold |
241
| – | – | ﹤0.01% | 796 |
|
|
2023
Q2 | $6.74K | Hold |
241
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $6.71K | Buy |
241
+65
| +37% | +$1.81K | ﹤0.01% | 765 |
|
|
2022
Q4 | $4.7K | Hold |
176
| – | – | ﹤0.01% | 794 |
|
|
2022
Q3 | $4K | Sell |
176
-123
| -41% | -$2.8K | ﹤0.01% | 754 |
|
|
2022
Q2 | $9K | Buy |
299
+39
| +15% | +$1.17K | ﹤0.01% | 727 |
|
|
2022
Q1 | $8K | Hold |
260
| – | – | ﹤0.01% | 761 |
|
|
2021
Q4 | $10K | Buy |
+260
| New | +$10K | ﹤0.01% | 730 |
|