Global Retirement Partners’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 | $828 | Buy |
+24
| New | +$828 | ﹤0.01% | 3480 |
|
2021
Q4 | – | Sell |
-22
| Closed | -$1K | – | 1860 |
|
2021
Q3 | $1K | Sell |
22
-30,966
| -100% | -$1.41M | ﹤0.01% | 1948 |
|
2021
Q2 | $1.3M | Buy |
30,988
+16,536
| +114% | +$696K | 0.13% | 153 |
|
2021
Q1 | $588K | Buy |
14,452
+1,935
| +15% | +$78.7K | 0.07% | 238 |
|
2020
Q4 | $497K | Buy |
12,517
+900
| +8% | +$35.7K | 0.06% | 242 |
|
2020
Q3 | $391K | Buy |
+11,617
| New | +$391K | 0.06% | 264 |
|