Journey Strategic Wealth’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 | $2.07M | Buy |
59,990
+17,066
| +40% | +$588K | 0.07% | 86 |
|
|
2025
Q1 | $1.33M | Sell |
42,924
-6,236
| -13% | -$193K | 0.05% | 104 |
|
|
2024
Q4 | $1.5M | Buy |
49,160
+14,209
| +41% | +$433K | 0.06% | 88 |
|
|
2024
Q3 | $1.15M | Buy |
34,951
+10,557
| +43% | +$349K | 0.04% | 114 |
|
|
2024
Q2 | $747K | Sell |
24,394
-549
| -2% | -$16.8K | 0.03% | 119 |
|
|
2024
Q1 | $735K | Buy |
24,943
+899
| +4% | +$26.5K | 0.03% | 96 |
|
|
2023
Q4 | $694K | Buy |
+24,044
| New | +$694K | 0.03% | 83 |
|