FSA Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $203K | Sell |
5,892
-8,640
| -59% | -$298K | 0.17% | 169 |
|
2025
Q1 | $449K | Sell |
14,532
-9,178
| -39% | -$283K | 0.36% | 89 |
|
2024
Q4 | $723K | Buy |
23,710
+1,527
| +7% | +$46.5K | 0.88% | 36 |
|
2024
Q3 | $679K | Sell |
22,183
-2,821
| -11% | -$86.4K | 0.68% | 44 |
|
2024
Q2 | $737K | Hold |
25,004
| – | – | 0.77% | 40 |
|
2024
Q1 | $737K | Buy |
25,004
+8,456
| +51% | +$249K | 0.79% | 37 |
|
2023
Q4 | $478K | Buy |
+16,548
| New | +$478K | 0.59% | 50 |
|