Key Financial Inc’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 | $179K | Buy |
5,189
+250
| +5% | +$8.62K | 0.04% | 293 |
|
|
2025
Q1 | $152K | Hold |
4,939
| – | – | 0.03% | 300 |
|
|
2024
Q4 | $151K | Buy |
4,939
+965
| +24% | +$29.4K | 0.03% | 295 |
|
|
2024
Q3 | $131K | Sell |
3,974
-476
| -11% | -$15.7K | 0.03% | 306 |
|
|
2024
Q2 | $136K | Buy |
4,450
+1,805
| +68% | +$55.3K | 0.03% | 285 |
|
|
2024
Q1 | $77.9K | Hold |
2,645
| – | – | 0.02% | 366 |
|
|
2023
Q4 | $76.4K | Sell |
2,645
-4,516
| -63% | -$130K | 0.02% | 355 |
|
|
2023
Q3 | $191K | Sell |
7,161
-353
| -5% | -$9.42K | 0.06% | 213 |
|
|
2023
Q2 | $210K | Buy |
7,514
+2,249
| +43% | +$62.9K | 0.07% | 202 |
|
|
2023
Q1 | $147K | Sell |
5,265
-2,932
| -36% | -$81.6K | 0.05% | 235 |
|
|
2022
Q4 | $202K | Hold |
8,197
| – | – | 0.1% | 162 |
|
|
2022
Q3 | $202K | Sell |
8,197
-2,085
| -20% | -$51.4K | 0.1% | 165 |
|
|
2022
Q2 | $293K | Buy |
10,282
+9,355
| +1,009% | +$267K | 0.16% | 114 |
|
|
2022
Q1 | $30K | Buy |
927
+437
| +89% | +$14.1K | 0.01% | 431 |
|
|
2021
Q4 | $18K | Buy |
490
+38
| +8% | +$1.4K | 0.01% | 507 |
|
|
2021
Q3 | $17K | Buy |
452
+217
| +92% | +$8.16K | 0.01% | 498 |
|
|
2021
Q2 | $9K | Buy |
235
+175
| +292% | +$6.7K | 0.01% | 605 |
|
|
2021
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 703 |
|