EverSource Wealth Advisors’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 | $1.29M | Sell |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $934K | Buy |
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|
2023
Q4 | $748K | Buy |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $176K | Buy |
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|
2022
Q2 | $141K | Sell |
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|
2022
Q1 | $164K | Buy |
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|
2021
Q4 | $157K | Buy |
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