Client 1st Advisory Group’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 | $1.41M | Hold |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $2.84M | Sell |
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|
2022
Q4 | $3.27M | Sell |
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|
2022
Q3 | $3.94M | Sell |
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|
2022
Q2 | $5.05M | Sell |
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|
2022
Q1 | $6.16M | Sell |
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|
2021
Q4 | $7.12M | Sell |
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|
2021
Q3 | $7.98M | Sell |
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|
2021
Q2 | $9.57M | Sell |
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|
2021
Q1 | $9.45M | Buy |
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|
2020
Q4 | $9.28M | Buy |
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|
2020
Q3 | $7.65M | Buy |
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|
2020
Q2 | $6.13M | Buy |
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