Goldstein 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 | $7.71M | Sell |
223,511
-1,572
| -0.7% | -$54.2K | 1.04% | 19 |
|
|
2025
Q1 | $6.95M | Buy |
225,083
+21,624
| +11% | +$668K | 1.02% | 18 |
|
|
2024
Q4 | $6.2M | Buy |
203,459
+10,024
| +5% | +$306K | 0.9% | 20 |
|
|
2024
Q3 | $6.39M | Buy |
193,435
+17,864
| +10% | +$590K | 0.97% | 19 |
|
|
2024
Q2 | $5.38M | Buy |
175,571
+12,815
| +8% | +$393K | 0.9% | 21 |
|
|
2024
Q1 | $4.79M | Buy |
162,756
+22,331
| +16% | +$658K | 0.82% | 22 |
|
|
2023
Q4 | $4.06M | Buy |
140,425
+7,478
| +6% | +$216K | 0.68% | 23 |
|
|
2023
Q3 | $3.55M | Buy |
132,947
+10,579
| +9% | +$282K | 0.74% | 24 |
|
|
2023
Q2 | $3.42M | Buy |
122,368
+22,614
| +23% | +$632K | 0.72% | 26 |
|
|
2023
Q1 | $2.78M | Buy |
99,754
+10,097
| +11% | +$281K | 0.61% | 30 |
|
|
2022
Q4 | $2.39M | Buy |
+89,657
| New | +$2.39M | 0.58% | 30 |
|