Financial Advocates Investment Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Financial Advocates Investment Management’s Portfolio XSOE Stock Details XSOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,535	Closed	-$325K	–	765
2025 Q1	$325K	Sell	10,535 -2,032	-16%	-$62.7K	0.02%	537
2024 Q4	$383K	Sell	12,567 -1,797	-13%	-$54.8K	0.02%	535
2024 Q3	$474K	Sell	14,364 -11,118	-44%	-$367K	0.03%	469
2024 Q2	$781K	Sell	25,482 -8,718	-25%	-$267K	0.05%	343
2024 Q1	$1.01M	Buy	34,200 +3,134	+10%	+$92.3K	0.06%	308
2023 Q4	$897K	Sell	31,066 -4,304	-12%	-$124K	0.06%	309
2023 Q3	$943K	Sell	35,370 -6,248	-15%	-$167K	0.07%	278
2023 Q2	$1.16M	Sell	41,618 -79,932	-66%	-$2.23M	0.08%	243
2023 Q1	$3.38M	Sell	121,550 -448	-0.4%	-$12.5K	0.24%	95
2022 Q4	$3.25M	Sell	121,998 -4,362	-3%	-$116K	0.24%	101
2022 Q3	$3.11M	Sell	126,360 -3,094	-2%	-$76.2K	0.26%	102
2022 Q2	$3.71M	Buy	129,454 +1,996	+2%	+$57.2K	0.3%	86
2022 Q1	$4.16M	Buy	127,458 +3,949	+3%	+$129K	0.27%	90
2021 Q4	$4.55M	Buy	123,509 +22,474	+22%	+$828K	0.29%	83
2021 Q3	$3.77M	Buy	101,035 +6,164	+6%	+$230K	0.25%	101
2021 Q2	$3.99M	Buy	94,871 +8,880	+10%	+$374K	0.27%	80
2021 Q1	$3.5M	Buy	85,991 +11,543	+16%	+$470K	0.25%	83
2020 Q4	$2.95M	Buy	74,448 +16,747	+29%	+$664K	0.2%	109
2020 Q3	$1.94M	Sell	57,701 -897	-2%	-$30.2K	0.17%	128
2020 Q2	$1.75M	Buy	58,598 +1,702	+3%	+$50.9K	0.17%	143
2020 Q1	$1.39M	Buy	56,896 +6,201	+12%	+$151K	0.2%	139
2019 Q4	$1.58M	Sell	50,695 -2,447	-5%	-$76.4K	0.17%	144
2019 Q3	$1.47M	Buy	53,142 +1,591	+3%	+$44K	0.17%	137
2019 Q2	$1.49M	Buy	51,551 +1,801	+4%	+$52K	0.17%	140
2019 Q1	$1.43M	Sell	49,750 -300	-0.6%	-$8.65K	0.18%	136
2018 Q4	$1.28M	Sell	50,050 -190	-0.4%	-$4.86K	0.17%	140
2018 Q3	$1.42M	Buy	50,240 +4,375	+10%	+$124K	0.16%	143
2018 Q2	$1.33M	Buy	45,865 +4,135	+10%	+$120K	0.16%	139
2018 Q1	$1.35M	Buy	+41,730	New	+$1.35M	0.18%	127