DFP
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Defined Financial Planning’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Defined Financial Planning’s Portfolio XSOE Stock Details XSOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.98M Buy
143,252
+8,304
+6% +$288K 4.42% 8
2025
Q1 		$4.18M Buy
134,948
+12,746
+10% +$394K 4.23% 8
2024
Q4 		$3.72M Buy
+122,202
New +$3.72M 3.98% 6