Golden State Wealth Management’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	–	Sell	-142	Closed	-$4.9K	–	1702
2025 Q2	$4.9K	Buy	+142	New	+$4.55K	﹤0.01%	1233
2022 Q1	$633K	Sell	19,378 -20,990	-52%	-$729K	0.12%	151
2021 Q4	$1.49M	Buy	40,368 +19,837	+97%	+$746K	0.26%	74
2021 Q3	$766K	Sell	20,531 -1,011	-5%	-$39.6K	0.17%	121
2021 Q2	$906K	Buy	+21,542	New	+$890K	0.2%	104
2020 Q4	–	Sell	-2,091	Closed	-$70K	–	430
2020 Q3	$70K	Buy	+2,091	New	+$69.5K	0.02%	302
2020 Q2	–	Sell	-1,074	Closed	-$26K	–	948
2020 Q1	$26K	Buy	+1,074	New	+$31.3K	0.01%	465
2019 Q4	–	Sell	-914	Closed	-$25K	–	998
2019 Q3	$25K	Buy	914 +12	+1%	+$336	0.01%	580
2019 Q2	$26K	Buy	+902	New	+$25.8K	0.01%	573