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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.5M | Buy |
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|
2025
Q2 | $19.7M | Buy |
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|
2025
Q1 | $17.6M | Buy |
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|
2024
Q4 | $16.8M | Buy |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $15.3M | Buy |
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|
2024
Q1 | $14M | Buy |
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|
2023
Q4 | $12.8M | Buy |
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|
2023
Q3 | $11.4M | Sell |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $7.87M | Buy |
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|
2022
Q2 | $8.69M | Buy |
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|
2022
Q1 | $9.7M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $9.52M | Buy |
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|
2021
Q2 | $9.59M | Buy |
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|
2021
Q1 | $8.47M | Buy |
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|
2020
Q4 | $7.56M | Buy |
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|
2020
Q3 | $5.61M | Buy |
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