Harvest Group Wealth Management’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
2023
Q1
$1.44M Buy
51,651
+17,816
+53% +$496K 0.89% 24
2022
Q4
$903K Buy
33,835
+562
+2% +$15K 0.59% 28
2022
Q3
$821K Buy
33,273
+514
+2% +$12.7K 0.55% 29
2022
Q2
$942K Buy
32,759
+816
+3% +$23.5K 0.58% 27
2022
Q1
$1.04M Buy
+31,943
New +$1.04M 0.59% 30