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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$562K	Sell	13,489 -256	-2%	-$10.7K	0.04%	279
2025 Q4	$536K	Buy	13,745 +986	+8%	+$38.1K	0.04%	248
2025 Q3	$484K	Buy	12,759 +2	+0%	+$72	0.04%	241
2025 Q2	$440K	Sell	12,757 -2,007	-14%	-$64.3K	0.04%	248
2025 Q1	$458K	Buy	14,764 +1,982	+16%	+$61.5K	0.05%	221
2024 Q4	$390K	Sell	12,782 -1,216	-9%	-$38.9K	0.04%	253
2024 Q3	$462K	Buy	+13,998	New	+$435K	0.06%	206
2024 Q2	–	Sell	-17,497	Closed	-$515K	–	356
2024 Q1	$515K	Buy	17,497 +9,147	+110%	+$261K	0.08%	174
2023 Q4	$241K	Sell	8,350 -1,099	-12%	-$29.9K	0.04%	247
2023 Q3	$252K	Hold	9,449	–	–	0.04%	235
2023 Q2	$264K	Buy	+9,449	New	+$262K	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	+$246K	0.11%	155