Carson Wealth (CWM LLC)’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
Q3 | $10.5M | Sell |
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|
2025
Q2 | $10.1M | Sell |
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|
2025
Q1 | $9.36M | Buy |
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|
2024
Q4 | $9.24M | Buy |
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|
2024
Q3 | $59K | Buy |
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|
2024
Q2 | $55K | Buy |
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|
2024
Q1 | $52K | Sell |
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|
2023
Q4 | $56K | Sell |
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|
2023
Q3 | $61K | Buy |
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|
2023
Q2 | $61K | Sell |
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|
2023
Q1 | $70K | Sell |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q2 | $742K | Hold |
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|
2021
Q1 | $742K | Hold |
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|
2020
Q4 | $742K | Hold |
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|
2020
Q3 | $742K | Hold |
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|
2020
Q2 | $742K | Hold |
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|
2020
Q1 | $742K | Hold |
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|
2019
Q4 | $742K | Hold |
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|
2019
Q3 | $742K | Hold |
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|
2019
Q2 | $742K | Hold |
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|
2019
Q1 | $742K | Buy |
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