Elwood & Goetz Wealth Advisory Group’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 | $19.7M | Buy |
570,881
+2,360
| +0.4% | +$81.4K | 4.25% | 7 |
|
|
2025
Q1 | $17.6M | Buy |
568,521
+18,197
| +3% | +$562K | 4.29% | 7 |
|
|
2024
Q4 | $16.8M | Buy |
550,324
+24,529
| +5% | +$748K | 4.09% | 7 |
|
|
2024
Q3 | $17.4M | Buy |
525,795
+26,514
| +5% | +$876K | 4.3% | 7 |
|
|
2024
Q2 | $15.3M | Buy |
499,281
+22,438
| +5% | +$687K | 4.34% | 7 |
|
|
2024
Q1 | $14M | Buy |
476,843
+32,307
| +7% | +$952K | 3.41% | 10 |
|
|
2023
Q4 | $12.8M | Buy |
444,536
+16,128
| +4% | +$466K | 2.71% | 12 |
|
|
2023
Q3 | $11.4M | Sell |
428,408
-24,857
| -5% | -$663K | 2.65% | 12 |
|
|
2023
Q2 | $12.7M | Buy |
453,265
+14,611
| +3% | +$408K | 2.89% | 11 |
|
|
2023
Q1 | $12.2M | Buy |
438,654
+42,774
| +11% | +$1.19M | 2.91% | 11 |
|
|
2022
Q4 | $10.6M | Buy |
395,880
+76,222
| +24% | +$2.03M | 3.22% | 11 |
|
|
2022
Q3 | $7.87M | Buy |
319,658
+16,589
| +5% | +$408K | 2.66% | 11 |
|
|
2022
Q2 | $8.69M | Buy |
303,069
+6,209
| +2% | +$178K | 2.91% | 12 |
|
|
2022
Q1 | $9.7M | Buy |
296,860
+12,552
| +4% | +$410K | 3.01% | 10 |
|
|
2021
Q4 | $10.5M | Buy |
284,308
+29,259
| +11% | +$1.08M | 3.26% | 11 |
|
|
2021
Q3 | $9.52M | Buy |
255,049
+27,125
| +12% | +$1.01M | 3.28% | 10 |
|
|
2021
Q2 | $9.59M | Buy |
227,924
+19,849
| +10% | +$835K | 3.6% | 9 |
|
|
2021
Q1 | $8.47M | Buy |
208,075
+17,532
| +9% | +$713K | 3.51% | 9 |
|
|
2020
Q4 | $7.56M | Buy |
190,543
+23,874
| +14% | +$947K | 3.45% | 9 |
|
|
2020
Q3 | $5.61M | Buy |
+166,669
| New | +$5.61M | 3.03% | 10 |
|