Fermata 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
Q3 | $587K | Sell |
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|
2025
Q2 | $587K | Sell |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $4.09M | Buy |
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|
2024
Q2 | $3.6M | Buy |
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|
2024
Q1 | $3.33M | Sell |
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|
2023
Q4 | $3.32M | Sell |
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|
2023
Q3 | $7.74M | Buy |
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|
2023
Q2 | $2.8M | Buy |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $6.79M | Buy |
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|
2022
Q3 | $3.4M | Sell |
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|
2022
Q2 | $4.48M | Sell |
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|
2022
Q1 | $5.37M | Sell |
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|
2021
Q4 | $6.41M | Sell |
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|
2021
Q3 | $7.43M | Sell |
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|
2021
Q2 | $8.49M | Sell |
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|
2021
Q1 | $9.3M | Buy |
|