Clearwater Capital Advisors’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 | $440K | Sell |
12,758
-328,160
| -96% | -$11.3M | 0.04% | 118 |
|
|
2025
Q1 | $10.5M | Buy |
340,918
+17,078
| +5% | +$527K | 1.02% | 25 |
|
|
2024
Q4 | $9.87M | Buy |
323,840
+37,199
| +13% | +$1.13M | 0.97% | 27 |
|
|
2024
Q3 | $9.47M | Buy |
286,641
+16,936
| +6% | +$559K | 0.92% | 28 |
|
|
2024
Q2 | $8.26M | Buy |
269,705
+9,185
| +4% | +$281K | 0.88% | 28 |
|
|
2024
Q1 | $7.67M | Buy |
260,520
+18,663
| +8% | +$550K | 0.82% | 30 |
|
|
2023
Q4 | $6.98M | Buy |
241,857
+51,193
| +27% | +$1.48M | 0.78% | 31 |
|
|
2023
Q3 | $5.09M | Buy |
190,664
+3,271
| +2% | +$87.2K | 0.62% | 31 |
|
|
2023
Q2 | $5.24M | Buy |
187,393
+7,447
| +4% | +$208K | 0.62% | 33 |
|
|
2023
Q1 | $5.01M | Buy |
179,946
+2,871
| +2% | +$79.9K | 0.61% | 35 |
|
|
2022
Q4 | $4.72M | Buy |
177,075
+10,046
| +6% | +$268K | 0.62% | 36 |
|
|
2022
Q3 | $4.11M | Sell |
167,029
-179,601
| -52% | -$4.42M | 0.57% | 44 |
|
|
2022
Q2 | $9.94M | Sell |
346,630
-6,757
| -2% | -$194K | 1.36% | 21 |
|
|
2022
Q1 | $11.5M | Buy |
353,387
+33,292
| +10% | +$1.09M | 1.32% | 23 |
|
|
2021
Q4 | $11.8M | Buy |
320,095
+87,886
| +38% | +$3.24M | 1.3% | 24 |
|
|
2021
Q3 | $8.67M | Buy |
232,209
+22,603
| +11% | +$844K | 1% | 30 |
|
|
2021
Q2 | $8.82M | Buy |
209,606
+21,014
| +11% | +$884K | 1.03% | 28 |
|
|
2021
Q1 | $7.67M | Buy |
+188,592
| New | +$7.67M | 0.96% | 28 |
|