Corient Private Wealth’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 | $512K | Buy |
14,854
+5,567
| +60% | +$192K | ﹤0.01% | 1779 |
|
|
2025
Q1 | $287K | Sell |
9,287
-428
| -4% | -$13.2K | ﹤0.01% | 1876 |
|
|
2024
Q4 | $296K | Sell |
9,715
-3,285
| -25% | -$100K | ﹤0.01% | 1898 |
|
|
2024
Q3 | $429K | Buy |
13,000
+598
| +5% | +$19.8K | ﹤0.01% | 1797 |
|
|
2024
Q2 | $380K | Buy |
12,402
+1,745
| +16% | +$53.5K | ﹤0.01% | 1776 |
|
|
2024
Q1 | $314K | Sell |
10,657
-1,188
| -10% | -$35K | ﹤0.01% | 1861 |
|
|
2023
Q4 | $342K | Sell |
11,845
-9,098
| -43% | -$263K | ﹤0.01% | 1801 |
|
|
2023
Q3 | $559K | Sell |
20,943
-5,064
| -19% | -$135K | ﹤0.01% | 1429 |
|
|
2023
Q2 | $727K | Sell |
26,007
-10,242
| -28% | -$286K | ﹤0.01% | 1269 |
|
|
2023
Q1 | $1.01M | Sell |
36,249
-10,660
| -23% | -$297K | ﹤0.01% | 1077 |
|
|
2022
Q4 | $1.25M | Buy |
+46,909
| New | +$1.25M | ﹤0.01% | 844 |
|