IFP Advisors’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
Q2 | $4.27M | Sell |
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|
2025
Q1 | $4.21M | Sell |
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|
2024
Q4 | $4.22M | Buy |
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|
2024
Q3 | $4.18M | Sell |
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|
2024
Q2 | $3.97M | Sell |
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|
2024
Q1 | $3.84M | Buy |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.35M | Sell |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $5.73M | Sell |
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|
2022
Q4 | $6.48M | Buy |
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|
2022
Q3 | $6.33M | Buy |
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|
2022
Q2 | $5.74M | Hold |
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|
2022
Q1 | $5.74M | Buy |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $736K | Buy |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $181K | Buy |
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|
2020
Q2 | $40K | Buy |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $114K | Sell |
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|
2018
Q3 | $140K | Hold |
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|
2018
Q2 | $146K | Buy |
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|
2018
Q1 | $92K | Hold |
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|
2017
Q4 | $92K | Buy |
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