DWM
Dakota Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,009
| Closed | -$201K | – | 611 |
|
|
2022
Q2 | $201K | Sell |
7,009
-8,498
| -55% | -$244K | 0.02% | 444 |
|
|
2022
Q1 | $506K | Buy |
15,507
+3,499
| +29% | +$114K | 0.04% | 284 |
|
|
2021
Q4 | $442K | Sell |
12,008
-134,291
| -92% | -$4.94M | 0.05% | 256 |
|
|
2021
Q3 | $5.46M | Buy |
146,299
+11,745
| +9% | +$438K | 0.63% | 42 |
|
|
2021
Q2 | $5.66M | Buy |
+134,554
| New | +$5.66M | 0.67% | 41 |
|