Kathleen S. Wright Associates’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
Q3 | $26.6K | Hold |
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|
2025
Q2 | $24.1K | Hold |
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|
2025
Q1 | $21.6K | Sell |
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|
2024
Q4 | $82.3K | Hold |
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|
2024
Q3 | $89.2K | Hold |
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|
2024
Q2 | $82.7K | Hold |
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|
2024
Q1 | $79.5K | Sell |
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|
2023
Q4 | $81.4K | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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