Keystone Financial Group (Kentucky)’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 | $440K | Sell |
12,757
-2,007
| -14% | -$69.2K | 0.04% | 248 |
|
|
2025
Q1 | $458K | Buy |
14,764
+1,982
| +16% | +$61.4K | 0.05% | 221 |
|
|
2024
Q4 | $390K | Sell |
12,782
-1,216
| -9% | -$37.1K | 0.04% | 253 |
|
|
2024
Q3 | $462K | Buy |
+13,998
| New | +$462K | 0.06% | 206 |
|
|
2024
Q2 | – | Sell |
-17,497
| Closed | -$515K | – | 356 |
|
|
2024
Q1 | $515K | Buy |
17,497
+9,147
| +110% | +$269K | 0.08% | 174 |
|
|
2023
Q4 | $241K | Sell |
8,350
-1,099
| -12% | -$31.7K | 0.04% | 247 |
|
|
2023
Q3 | $252K | Hold |
9,449
| – | – | 0.04% | 235 |
|
|
2023
Q2 | $264K | Buy |
+9,449
| New | +$264K | 0.04% | 236 |
|
|
2022
Q4 | $252K | Hold |
9,449
| – | – | 0.05% | 236 |
|
|
2022
Q3 | $233K | Hold |
9,449
| – | – | 0.05% | 243 |
|
|
2022
Q2 | $271K | Hold |
9,449
| – | – | 0.05% | 224 |
|
|
2022
Q1 | $309K | Hold |
9,449
| – | – | 0.05% | 224 |
|
|
2021
Q4 | $348K | Hold |
9,449
| – | – | 0.06% | 218 |
|
|
2021
Q3 | $353K | Hold |
9,449
| – | – | 0.06% | 200 |
|
|
2021
Q2 | $398K | Hold |
9,449
| – | – | 0.07% | 179 |
|
|
2021
Q1 | $384K | Hold |
9,449
| – | – | 0.07% | 179 |
|
|
2020
Q4 | $375K | Hold |
9,449
| – | – | 0.08% | 168 |
|
|
2020
Q3 | $318K | Hold |
9,449
| – | – | 0.08% | 176 |
|
|
2020
Q2 | $283K | Hold |
9,449
| – | – | 0.08% | 177 |
|
|
2020
Q1 | $231K | Hold |
9,449
| – | – | 0.08% | 177 |
|
|
2019
Q4 | $295K | Hold |
9,449
| – | – | 0.08% | 182 |
|
|
2019
Q3 | $261K | Hold |
9,449
| – | – | 0.08% | 190 |
|
|
2019
Q2 | $273K | Hold |
9,449
| – | – | 0.09% | 175 |
|
|
2019
Q1 | $272K | Hold |
9,449
| – | – | 0.1% | 171 |
|
|
2018
Q4 | $242K | Buy |
+9,449
| New | +$242K | 0.11% | 155 |
|