CAPTRUST Financial Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $5.16M | Sell |
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|
2023
Q1 | $18.2M | Sell |
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|
2022
Q4 | $22M | Sell |
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|
2022
Q3 | $25.8M | Sell |
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|
2022
Q2 | $34.2M | Sell |
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|
2022
Q1 | $41.2M | Sell |
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|
2021
Q4 | $57.9M | Sell |
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|
2021
Q3 | $70.6M | Buy |
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|
2021
Q2 | $76.3M | Buy |
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|
2021
Q1 | $19.8M | Buy |
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