EverSource Wealth Advisors’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 | $1.29M | Sell |
37,311
-3,723
| -9% | -$128K | 0.06% | 225 |
|
|
2025
Q1 | $1.27M | Sell |
41,034
-571
| -1% | -$17.6K | 0.07% | 211 |
|
|
2024
Q4 | $1.27M | Buy |
41,605
+4,024
| +11% | +$123K | 0.07% | 211 |
|
|
2024
Q3 | $1.24M | Buy |
37,581
+1,180
| +3% | +$39K | 0.08% | 189 |
|
|
2024
Q2 | $1.13M | Buy |
36,401
+4,510
| +14% | +$140K | 0.08% | 202 |
|
|
2024
Q1 | $934K | Buy |
31,891
+5,989
| +23% | +$175K | 0.07% | 193 |
|
|
2023
Q4 | $748K | Buy |
25,902
+3,585
| +16% | +$104K | 0.07% | 196 |
|
|
2023
Q3 | $595K | Buy |
22,317
+10,002
| +81% | +$267K | 0.06% | 209 |
|
|
2023
Q2 | $344K | Buy |
12,315
+1,683
| +16% | +$47K | 0.04% | 285 |
|
|
2023
Q1 | $296K | Buy |
10,632
+2,604
| +32% | +$72.5K | 0.04% | 304 |
|
|
2022
Q4 | $214K | Buy |
8,028
+875
| +12% | +$23.3K | 0.03% | 344 |
|
|
2022
Q3 | $176K | Buy |
7,153
+2,245
| +46% | +$55.2K | 0.04% | 320 |
|
|
2022
Q2 | $141K | Sell |
4,908
-116
| -2% | -$3.33K | 0.04% | 309 |
|
|
2022
Q1 | $164K | Buy |
5,024
+753
| +18% | +$24.6K | 0.04% | 272 |
|
|
2021
Q4 | $157K | Buy |
+4,271
| New | +$157K | 0.04% | 259 |
|