Golden State Equity 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 | $337K | Sell |
9,773
-23
| -0.2% | -$793 | 0.06% | 321 |
|
|
2025
Q1 | $302K | Sell |
9,796
-251
| -2% | -$7.75K | 0.06% | 336 |
|
|
2024
Q4 | $306K | Buy |
10,047
+9,077
| +936% | +$277K | 0.06% | 330 |
|
|
2024
Q3 | $34.3K | Sell |
970
-8,902
| -90% | -$315K | 0.02% | 442 |
|
|
2024
Q2 | $302K | Buy |
+9,872
| New | +$302K | 0.06% | 318 |
|
|
2023
Q4 | $1.99M | Buy |
68,718
+5,150
| +8% | +$149K | 0.48% | 47 |
|
|
2023
Q3 | $1.69M | Buy |
63,568
+52,445
| +472% | +$1.4M | 0.47% | 54 |
|
|
2023
Q2 | $310K | Sell |
11,123
-14,559
| -57% | -$406K | 0.09% | 261 |
|
|
2023
Q1 | $714K | Buy |
+25,682
| New | +$714K | 0.39% | 74 |
|
|
2022
Q1 | $1.05M | Buy |
32,134
+15,082
| +88% | +$492K | 0.53% | 58 |
|
|
2021
Q4 | $628K | Sell |
17,052
-37,784
| -69% | -$1.39M | 0.32% | 80 |
|
|
2021
Q3 | $2.05M | Sell |
54,836
-37,546
| -41% | -$1.4M | 0.83% | 28 |
|
|
2021
Q2 | $3.89M | Buy |
92,382
+38,638
| +72% | +$1.63M | 1.5% | 14 |
|
|
2021
Q1 | $2.19M | Buy |
53,744
+40,132
| +295% | +$1.63M | 1.25% | 22 |
|
|
2020
Q4 | $539K | Buy |
+13,612
| New | +$539K | 0.37% | 76 |
|