JT Stratford LLC’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
Q2 | – | Sell |
-7,935
| Closed | -$259K | – | 237 |
|
2022
Q1 | $259K | Sell |
7,935
-374
| -5% | -$12.2K | 0.08% | 179 |
|
2021
Q4 | $306K | Sell |
8,309
-3,774
| -31% | -$139K | 0.08% | 175 |
|
2021
Q3 | $451K | Sell |
12,083
-217
| -2% | -$8.1K | 0.14% | 129 |
|
2021
Q2 | $517K | Buy |
12,300
+2,872
| +30% | +$121K | 0.17% | 119 |
|
2021
Q1 | $384K | Buy |
9,428
+3,192
| +51% | +$130K | 0.14% | 142 |
|
2020
Q4 | $247K | Buy |
+6,236
| New | +$247K | 0.09% | 154 |
|