Creative Planning’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
2022 Q3	–	Sell	-7,682	Closed	-$220K	–	2461
2022 Q2	$220K	Sell	7,682 -1,725	-18%	-$51.9K	﹤0.01%	1823
2022 Q1	$307K	Sell	9,407 -251	-3%	-$8.71K	﹤0.01%	1628
2021 Q4	$356K	Buy	9,658 +1,026	+12%	+$38.6K	﹤0.01%	1510
2021 Q3	$322K	Sell	8,632 -4,528	-34%	-$177K	﹤0.01%	1544
2021 Q2	$554K	Buy	13,160 +176	+1%	+$7.27K	﹤0.01%	1219
2021 Q1	$528K	Buy	+12,984	New	+$548K	﹤0.01%	1407
2017 Q1	–	Sell	-500	Closed	-$11K	–	4938
2016 Q4	$11K	Hold	500	–	–	﹤0.01%	3508
2016 Q3	$12K	Hold	500	–	–	﹤0.01%	3412
2016 Q2	$10K	Hold	500	–	–	﹤0.01%	3260
2016 Q1	$10K	Hold	500	–	–	﹤0.01%	3245
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	3319
2015 Q3	$10K	Buy	+500	New	+$10.7K	﹤0.01%	3221