DWM
Drive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
47,901
+1,157
| +2% | +$39.9K | 0.36% | 64 |
|
|
2025
Q1 | $1.44M | Sell |
46,744
-3,535
| -7% | -$109K | 0.34% | 65 |
|
|
2024
Q4 | $1.53M | Buy |
50,279
+1,096
| +2% | +$33.4K | 0.38% | 48 |
|
|
2024
Q3 | $1.62M | Buy |
49,183
+4,227
| +9% | +$140K | 0.42% | 45 |
|
|
2024
Q2 | $1.38M | Buy |
44,956
+3,373
| +8% | +$103K | 0.37% | 50 |
|
|
2024
Q1 | $1.23M | Buy |
41,583
+6,992
| +20% | +$206K | 0.34% | 59 |
|
|
2023
Q4 | $999K | Buy |
34,591
+3,262
| +10% | +$94.2K | 0.32% | 66 |
|
|
2023
Q3 | $836K | Sell |
31,329
-2,754
| -8% | -$73.4K | 0.31% | 70 |
|
|
2023
Q2 | $953K | Buy |
34,083
+4,274
| +14% | +$119K | 0.35% | 67 |
|
|
2023
Q1 | $830K | Buy |
29,809
+12,705
| +74% | +$354K | 0.35% | 67 |
|
|
2022
Q4 | $456K | Buy |
+17,104
| New | +$456K | 0.23% | 108 |
|