Evermay Wealth Management’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
Q2 | $14.5M | Buy |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $8.87M | Buy |
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|
2024
Q1 | $8.53M | Sell |
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|
2023
Q4 | $8.41M | Buy |
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|
2023
Q3 | $7M | Buy |
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|
2023
Q2 | $6.82M | Buy |
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|
2023
Q1 | $6.35M | Buy |
|
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|
2022
Q4 | $5.26M | Sell |
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|
2022
Q3 | $5.14M | Sell |
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|
2022
Q2 | $6.48M | Sell |
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|
2022
Q1 | $11.4M | Sell |
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|
2021
Q4 | $14.2M | Sell |
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|
2021
Q3 | $14.6M | Sell |
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|
2021
Q2 | $16.8M | Buy |
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|
2021
Q1 | $13.1M | Buy |
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|
2020
Q4 | $9.8M | Buy |
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|
2020
Q3 | $6.41M | Buy |
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|
2020
Q2 | $5.36M | Buy |
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|
2020
Q1 | $1.24M | Buy |
|