Key Financial Inc’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 | $213K | Buy |
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|
2025
Q2 | $179K | Buy |
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|
2025
Q1 | $152K | Hold |
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|
2024
Q4 | $151K | Buy |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $77.9K | Hold |
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|
2023
Q4 | $76.4K | Sell |
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|
2023
Q3 | $191K | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $147K | Sell |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q3 | $17K | Buy |
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|
2021
Q2 | $9K | Buy |
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|
2021
Q1 | $2K | Buy |
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