JFS Wealth 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 | $4.32K | Sell |
125
-53
| -30% | -$1.83K | ﹤0.01% | 1131 |
|
|
2025
Q1 | $5.48K | Buy |
178
+1
| +0.6% | +$31 | ﹤0.01% | 1085 |
|
|
2024
Q4 | $5.41K | Hold |
177
| – | – | ﹤0.01% | 1105 |
|
|
2024
Q3 | $5.84K | Buy |
177
+1
| +0.6% | +$33 | ﹤0.01% | 1067 |
|
|
2024
Q2 | $5.39K | Buy |
176
+1
| +0.6% | +$31 | ﹤0.01% | 1035 |
|
|
2024
Q1 | $5.16K | Sell |
175
-78
| -31% | -$2.3K | ﹤0.01% | 1085 |
|
|
2023
Q4 | $7.31K | Buy |
253
+1
| +0.4% | +$29 | ﹤0.01% | 897 |
|
|
2023
Q3 | $6.72K | Buy |
252
+1
| +0.4% | +$27 | ﹤0.01% | 872 |
|
|
2023
Q2 | $7.02K | Buy |
251
+1
| +0.4% | +$28 | ﹤0.01% | 865 |
|
|
2023
Q1 | $6.96K | Hold |
250
| – | – | ﹤0.01% | 859 |
|
|
2022
Q4 | $6.67K | Hold |
250
| – | – | ﹤0.01% | 873 |
|
|
2022
Q3 | $6K | Buy |
250
+2
| +0.8% | +$48 | ﹤0.01% | 955 |
|
|
2022
Q2 | $7K | Buy |
248
+2
| +0.8% | +$56 | ﹤0.01% | 908 |
|
|
2022
Q1 | $8K | Hold |
246
| – | – | ﹤0.01% | 892 |
|
|
2021
Q4 | $9K | Hold |
246
| – | – | ﹤0.01% | 712 |
|
|
2021
Q3 | $9K | Buy |
+246
| New | +$9K | ﹤0.01% | 666 |
|