Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $487K | Buy |
18,268
+8,871
| +94% | +$237K | 0.07% | 218 |
|
|
2022
Q3 | $231K | Sell |
9,397
-1,727
| -16% | -$42.5K | 0.07% | 197 |
|
|
2022
Q2 | $319K | Sell |
11,124
-1,195
| -10% | -$34.3K | 0.11% | 145 |
|
|
2022
Q1 | $402K | Buy |
+12,319
| New | +$402K | 0.11% | 149 |
|
|
2021
Q3 | $742K | Sell |
19,880
-6,506
| -25% | -$243K | 0.26% | 73 |
|
|
2021
Q2 | $1.11M | Buy |
+26,386
| New | +$1.11M | 0.42% | 50 |
|